Landmark Wealth Management (Illinois)’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 | $1.76M | Hold |
3,628
| – | – | 0.76% | 22 |
|
2025
Q1 | $1.93M | Hold |
3,628
| – | – | 0.92% | 21 |
|
2024
Q4 | $1.64M | Buy |
3,628
+604
| +20% | +$274K | 0.8% | 30 |
|
2024
Q3 | $1.39M | Hold |
3,024
| – | – | 0.69% | 28 |
|
2024
Q2 | $1.23M | Hold |
3,024
| – | – | 0.68% | 29 |
|
2024
Q1 | $1.27M | Hold |
3,024
| – | – | 13.09% | 3 |
|
2023
Q4 | $1.08M | Buy |
+3,024
| New | +$1.08M | 11.13% | 4 |
|