LWANC
Laurel Wealth Advisors (North Carolina)’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
8,143,449
+8,126,745
| +48,651% | +$16.7M | 0.24% | 81 |
|
|
2025
Q1 | $8.9M | Sell |
16,704
-269
| -2% | -$143K | 1.39% | 18 |
|
|
2024
Q4 | $7.69M | Sell |
16,973
-103
| -0.6% | -$46.7K | 1.2% | 20 |
|
|
2024
Q3 | $7.86M | Buy |
17,076
+124
| +0.7% | +$57.1K | 1.25% | 21 |
|
|
2024
Q2 | $6.9M | Sell |
16,952
-330
| -2% | -$134K | 1.2% | 22 |
|
|
2024
Q1 | $7.27M | Buy |
17,282
+467
| +3% | +$196K | 1.24% | 22 |
|
|
2023
Q4 | $6M | Buy |
16,815
+68
| +0.4% | +$24.3K | 1.14% | 24 |
|
|
2023
Q3 | $5.87M | Sell |
16,747
-219
| -1% | -$76.7K | 1.24% | 24 |
|
|
2023
Q2 | $5.79M | Sell |
16,966
-66
| -0.4% | -$22.5K | 1.16% | 24 |
|
|
2023
Q1 | $5.26M | Buy |
17,032
+283
| +2% | +$87.4K | 1.11% | 27 |
|
|
2022
Q4 | $5.17M | Sell |
16,749
-94
| -0.6% | -$29K | 1.17% | 23 |
|
|
2022
Q3 | $4.5M | Sell |
16,843
-220
| -1% | -$58.7K | 1.12% | 23 |
|
|
2022
Q2 | $4.66M | Sell |
17,063
-711
| -4% | -$194K | 1.13% | 28 |
|
|
2022
Q1 | $6.27M | Sell |
17,774
-205
| -1% | -$72.4K | 1.32% | 20 |
|
|
2021
Q4 | $5.38M | Sell |
17,979
-357
| -2% | -$107K | 1.1% | 25 |
|
|
2021
Q3 | $5.01M | Buy |
18,336
+595
| +3% | +$162K | 1.11% | 26 |
|
|
2021
Q2 | $4.93M | Sell |
17,741
-55
| -0.3% | -$15.3K | 1.06% | 27 |
|
|
2021
Q1 | $4.55M | Sell |
17,796
-265
| -1% | -$67.7K | 1.1% | 25 |
|
|
2020
Q4 | $4.19M | Buy |
18,061
+8,739
| +94% | +$2.03M | 1.09% | 25 |
|
|
2020
Q3 | $1.99M | Sell |
9,322
-25
| -0.3% | -$5.32K | 0.59% | 51 |
|
|
2020
Q2 | $1.67M | Sell |
9,347
-122
| -1% | -$21.8K | 0.55% | 57 |
|
|
2020
Q1 | $1.73M | Sell |
9,469
-552
| -6% | -$101K | 0.65% | 53 |
|
|
2019
Q4 | $2.27M | Sell |
10,021
-185
| -2% | -$41.9K | 0.71% | 45 |
|
|
2019
Q3 | $2.12M | Sell |
10,206
-140
| -1% | -$29.1K | 0.73% | 43 |
|
|
2019
Q2 | $2.21M | Buy |
10,346
+70
| +0.7% | +$14.9K | 0.78% | 39 |
|
|
2019
Q1 | $2.06M | Sell |
10,276
-65
| -0.6% | -$13.1K | 0.76% | 45 |
|
|
2018
Q4 | $2.11M | Buy |
+10,341
| New | +$2.11M | 0.85% | 37 |
|