Lantern Wealth 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 | $2.59M | Buy |
+5,342
| New | +$2.59M | 1.55% | 17 |
|
|
2024
Q4 | $2.49M | Sell |
5,490
-1,360
| -20% | -$616K | 1.62% | 15 |
|
|
2024
Q3 | $3.15M | Sell |
6,850
-71
| -1% | -$32.7K | 2.18% | 11 |
|
|
2024
Q2 | $2.82M | Hold |
6,921
| – | – | 2.04% | 14 |
|
|
2024
Q1 | $2.91M | Buy |
6,921
+20
| +0.3% | +$8.41K | 2.05% | 13 |
|
|
2023
Q4 | $2.46M | Buy |
+6,901
| New | +$2.46M | 1.93% | 13 |
|