Lantz Financial’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 | $4.72M | Sell |
9,724
-9
| -0.1% | -$4.37K | 1.18% | 19 |
|
|
2025
Q1 | $5.18M | Buy |
9,733
+13
| +0.1% | +$6.92K | 1.42% | 15 |
|
|
2024
Q4 | $4.41M | Buy |
9,720
+154
| +2% | +$69.8K | 1.17% | 18 |
|
|
2024
Q3 | $4.4M | Buy |
9,566
+87
| +0.9% | +$40K | 1.19% | 17 |
|
|
2024
Q2 | $3.86M | Buy |
9,479
+64
| +0.7% | +$26K | 1.2% | 17 |
|
|
2024
Q1 | $3.96M | Buy |
9,415
+18
| +0.2% | +$7.57K | 1.27% | 14 |
|
|
2023
Q4 | $3.35M | Buy |
9,397
+45
| +0.5% | +$16.1K | 1.21% | 13 |
|
|
2023
Q3 | $3.28M | Sell |
9,352
-331
| -3% | -$116K | 1.3% | 15 |
|
|
2023
Q2 | $3.3M | Buy |
9,683
+77
| +0.8% | +$26.3K | 1.29% | 17 |
|
|
2023
Q1 | $2.97M | Buy |
9,606
+6,219
| +184% | +$1.92M | 1.23% | 17 |
|
|
2022
Q4 | $1.05M | Buy |
3,387
+222
| +7% | +$68.6K | 0.48% | 60 |
|
|
2022
Q3 | $845K | Sell |
3,165
-13
| -0.4% | -$3.47K | 0.44% | 62 |
|
|
2022
Q2 | $868K | Sell |
3,178
-350
| -10% | -$95.6K | 0.39% | 67 |
|
|
2022
Q1 | $1.25M | Sell |
3,528
-149
| -4% | -$52.6K | 0.51% | 59 |
|
|
2021
Q4 | $1.1M | Buy |
3,677
+5
| +0.1% | +$1.49K | 0.51% | 54 |
|
|
2021
Q3 | $1M | Sell |
3,672
-26
| -0.7% | -$7.1K | 0.51% | 57 |
|
|
2021
Q2 | $1.03M | Buy |
3,698
+61
| +2% | +$17K | 0.53% | 56 |
|
|
2021
Q1 | $929K | Buy |
3,637
+24
| +0.7% | +$6.13K | 0.53% | 53 |
|
|
2020
Q4 | $838K | Buy |
3,613
+27
| +0.8% | +$6.26K | 0.52% | 50 |
|
|
2020
Q3 | $764K | Hold |
3,586
| – | – | 0.51% | 56 |
|
|
2020
Q2 | $640K | Sell |
3,586
-916
| -20% | -$163K | 0.46% | 60 |
|
|
2020
Q1 | $823K | Buy |
4,502
+496
| +12% | +$90.7K | 0.64% | 49 |
|
|
2019
Q4 | $907K | Sell |
4,006
-81
| -2% | -$18.3K | 0.54% | 62 |
|
|
2019
Q3 | $830K | Buy |
4,087
+2
| +0% | +$406 | 0.56% | 60 |
|
|
2019
Q2 | $876K | Sell |
4,085
-100
| -2% | -$21.4K | 0.59% | 53 |
|
|
2019
Q1 | $841K | Buy |
+4,185
| New | +$841K | 0.61% | 57 |
|