LWANC
Laurel Wealth Advisors (North Carolina)’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Buy |
21,864,000
+21,863,970
| +72,879,900% | +$30K | ﹤0.01% | 591 |
|
|
2025
Q1 | $24M | Hold |
30
| – | – | 3.75% | 4 |
|
|
2024
Q4 | $20.4M | Hold |
30
| – | – | 3.19% | 6 |
|
|
2024
Q3 | $20.7M | Sell |
30
-70
| -70% | -$48.4M | 3.3% | 5 |
|
|
2024
Q2 | $612K | Buy |
100
+70
| +233% | +$429K | 0.11% | 123 |
|
|
2024
Q1 | $19M | Hold |
30
| – | – | 3.25% | 5 |
|
|
2023
Q4 | $16.3M | Hold |
30
| – | – | 3.09% | 4 |
|
|
2023
Q3 | $15.9M | Hold |
30
| – | – | 3.37% | 4 |
|
|
2023
Q2 | $15.5M | Hold |
30
| – | – | 3.11% | 4 |
|
|
2023
Q1 | $14M | Hold |
30
| – | – | 2.95% | 4 |
|
|
2022
Q4 | $14.1M | Hold |
30
| – | – | 3.18% | 5 |
|
|
2022
Q3 | $12.2M | Sell |
30
-2,970
| -99% | -$1.21B | 3.04% | 5 |
|
|
2022
Q2 | $12.3M | Hold |
3,000
| – | – | 2.97% | 4 |
|
|
2022
Q1 | $15.9M | Buy |
3,000
+2,970
| +9,900% | +$15.7M | 3.33% | 4 |
|
|
2021
Q4 | $13.5M | Hold |
30
| – | – | 2.77% | 4 |
|
|
2021
Q3 | $12.3M | Sell |
30
-1
| -3% | -$411K | 2.73% | 5 |
|
|
2021
Q2 | $13M | Sell |
31
-1
| -3% | -$419K | 2.8% | 4 |
|
|
2021
Q1 | $12.3M | Sell |
32
-1
| -3% | -$386K | 2.99% | 4 |
|
|
2020
Q4 | $11.5M | Sell |
33
-8
| -20% | -$2.78M | 2.98% | 4 |
|
|
2020
Q3 | $13.1M | Sell |
41
-2
| -5% | -$640K | 3.92% | 3 |
|
|
2020
Q2 | $11.5M | Hold |
43
| – | – | 3.78% | 4 |
|
|
2020
Q1 | $11.7M | Sell |
43
-1
| -2% | -$272K | 4.39% | 2 |
|
|
2019
Q4 | $14.9M | Buy |
44
+4
| +10% | +$1.36M | 4.7% | 2 |
|
|
2019
Q3 | $12.5M | Sell |
40
-4
| -9% | -$1.25M | 4.26% | 2 |
|
|
2019
Q2 | $14M | Hold |
44
| – | – | 4.93% | 2 |
|
|
2019
Q1 | $13.3M | Sell |
44
-11
| -20% | -$3.31M | 4.86% | 2 |
|
|
2018
Q4 | $18.3M | Buy |
+55
| New | +$18.3M | 7.36% | 1 |
|