Lakeshore Financial Planning’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Hold |
867
| – | – | 0.17% | 42 |
|
|
2025
Q1 | $462K | Hold |
867
| – | – | 0.19% | 36 |
|
|
2024
Q4 | $393K | Hold |
867
| – | – | 0.17% | 41 |
|
|
2024
Q3 | $399K | Hold |
867
| – | – | 0.18% | 40 |
|
|
2024
Q2 | $353K | Buy |
867
+173
| +25% | +$70.4K | 0.17% | 42 |
|
|
2024
Q1 | $292K | Buy |
+694
| New | +$292K | 0.15% | 47 |
|