Lakeside Advisors’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 | $14.6M | Sell |
29,967
-783
| -3% | -$380K | 9.38% | 2 |
|
|
2025
Q1 | $16.4M | Sell |
30,750
-120
| -0.4% | -$63.9K | 10.85% | 2 |
|
|
2024
Q4 | $14M | Sell |
30,870
-200
| -0.6% | -$90.7K | 9.26% | 2 |
|
|
2024
Q3 | $14.3M | Buy |
31,070
+230
| +0.7% | +$106K | 8.99% | 2 |
|
|
2024
Q2 | $12.5M | Sell |
30,840
-300
| -1% | -$122K | 8.15% | 3 |
|
|
2024
Q1 | $13.1M | Sell |
31,140
-25
| -0.1% | -$10.5K | 8.38% | 2 |
|
|
2023
Q4 | $11.1M | Sell |
31,165
-300
| -1% | -$107K | 7.72% | 3 |
|
|
2023
Q3 | $11M | Sell |
31,465
-350
| -1% | -$123K | 8.46% | 2 |
|
|
2023
Q2 | $10.8M | Buy |
31,815
+182
| +0.6% | +$62.1K | 7.99% | 2 |
|
|
2023
Q1 | $9.77M | Buy |
31,633
+1,799
| +6% | +$555K | 7.54% | 2 |
|
|
2022
Q4 | $9.22M | Buy |
29,834
+100
| +0.3% | +$30.9K | 7.56% | 2 |
|
|
2022
Q3 | $7.94M | Buy |
29,734
+100
| +0.3% | +$26.7K | 7.11% | 3 |
|
|
2022
Q2 | $8.09M | Buy |
29,634
+125
| +0.4% | +$34.1K | 6.88% | 3 |
|
|
2022
Q1 | $10.4M | Hold |
29,509
| – | – | 7.86% | 3 |
|
|
2021
Q4 | $8.82M | Buy |
+29,509
| New | +$8.82M | 6.51% | 3 |
|