Lane & Associates’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
Q1 | $264K | Buy |
496
+52
| +12% | +$27.7K | 0.14% | 104 |
|
|
2024
Q4 | $208K | Sell |
444
-529
| -54% | -$248K | 0.11% | 114 |
|
|
2024
Q3 | $448K | Sell |
973
-8
| -0.8% | -$3.68K | 0.24% | 72 |
|
|
2024
Q2 | $399K | Buy |
981
+30
| +3% | +$12.2K | 0.24% | 75 |
|
|
2024
Q1 | $400K | Sell |
951
-5
| -0.5% | -$2.1K | 0.25% | 72 |
|
|
2023
Q4 | $341K | Sell |
956
-21
| -2% | -$7.49K | 0.25% | 72 |
|
|
2023
Q3 | $342K | Hold |
977
| – | – | 0.28% | 68 |
|
|
2023
Q2 | $333K | Hold |
977
| – | – | 0.27% | 70 |
|
|
2023
Q1 | $302K | Buy |
977
+39
| +4% | +$12K | 0.27% | 69 |
|
|
2022
Q4 | $290K | Buy |
+938
| New | +$290K | 0.27% | 72 |
|