LWAC
Laurel Wealth Advisors (California)’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.13M | Buy |
19,828
+326
| +2% | +$101K | 0.6% | 40 |
|
|
2022
Q3 | $5.21M | Buy |
19,502
+190
| +1% | +$50.7K | 0.56% | 39 |
|
|
2022
Q2 | $5.27M | Sell |
19,312
-105
| -0.5% | -$28.7K | 0.54% | 39 |
|
|
2022
Q1 | $6.85M | Sell |
19,417
-435
| -2% | -$154K | 0.57% | 37 |
|
|
2021
Q4 | $5.94M | Buy |
19,852
+3,908
| +25% | +$1.17M | 0.46% | 43 |
|
|
2021
Q3 | $4.35M | Sell |
15,944
-3,373
| -17% | -$921K | 0.8% | 20 |
|
|
2021
Q2 | $5.37M | Buy |
19,317
+341
| +2% | +$94.8K | 0.7% | 28 |
|
|
2021
Q1 | $4.85M | Sell |
18,976
-8,574
| -31% | -$2.19M | 0.73% | 28 |
|
|
2020
Q4 | $6.39M | Buy |
27,550
+271
| +1% | +$62.8K | 0.94% | 19 |
|
|
2020
Q3 | $5.81M | Sell |
27,279
-6,794
| -20% | -$1.45M | 0.96% | 22 |
|
|
2020
Q2 | $6.08M | Buy |
34,073
+1,909
| +6% | +$341K | 1.11% | 14 |
|
|
2020
Q1 | $5.88M | Buy |
32,164
+13,622
| +73% | +$2.49M | 1.35% | 10 |
|
|
2019
Q4 | $4.2M | Sell |
18,542
-3,832
| -17% | -$868K | 0.7% | 34 |
|
|
2019
Q3 | $4.65M | Buy |
22,374
+1,521
| +7% | +$316K | 0.8% | 28 |
|
|
2019
Q2 | $4.45M | Buy |
20,853
+251
| +1% | +$53.5K | 0.97% | 22 |
|
|
2019
Q1 | $4.14M | Sell |
20,602
-325
| -2% | -$65.3K | 1.02% | 20 |
|
|
2018
Q4 | $4.27M | Buy |
20,927
+463
| +2% | +$94.5K | 1.26% | 13 |
|
|
2018
Q3 | $4.38M | Buy |
20,464
+1,286
| +7% | +$275K | 1.07% | 16 |
|
|
2018
Q2 | $3.58M | Buy |
19,178
+2,948
| +18% | +$550K | 0.95% | 21 |
|
|
2018
Q1 | $3.24M | Buy |
16,230
+907
| +6% | +$181K | 1% | 19 |
|
|
2017
Q4 | $3.04M | Buy |
15,323
+2,043
| +15% | +$405K | 0.87% | 25 |
|
|
2017
Q3 | $2.43M | Buy |
13,280
+5,148
| +63% | +$944K | 0.82% | 24 |
|
|
2017
Q2 | $1.38M | Buy |
8,132
+1,666
| +26% | +$282K | 0.49% | 59 |
|
|
2017
Q1 | $1.08M | Sell |
6,466
-13
| -0.2% | -$2.17K | 0.42% | 73 |
|
|
2016
Q4 | $1.06M | Buy |
6,479
+1,472
| +29% | +$240K | 0.47% | 66 |
|
|
2016
Q3 | $723K | Sell |
5,007
-832
| -14% | -$120K | 0.34% | 81 |
|
|
2016
Q2 | $845K | Buy |
5,839
+1,605
| +38% | +$232K | 0.41% | 66 |
|
|
2016
Q1 | $601K | Sell |
4,234
-145
| -3% | -$20.6K | 0.3% | 86 |
|
|
2015
Q4 | $578K | Buy |
+4,379
| New | +$578K | 0.3% | 90 |
|