Lauterbach Financial 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 | $1.16M | Buy |
2,380
+779
| +49% | +$378K | 0.64% | 22 |
|
|
2025
Q1 | $853K | Buy |
1,601
+1
| +0.1% | +$533 | 0.53% | 27 |
|
|
2024
Q4 | $725K | Hold |
1,600
| – | – | 0.44% | 30 |
|
|
2024
Q3 | $736K | Hold |
1,600
| – | – | 0.45% | 29 |
|
|
2024
Q2 | $685K | Buy |
1,600
+500
| +45% | +$214K | 0.45% | 27 |
|
|
2024
Q1 | $463K | Hold |
1,100
| – | – | 0.3% | 39 |
|
|
2023
Q4 | $392K | Sell |
1,100
-35
| -3% | -$12.5K | 0.27% | 38 |
|
|
2023
Q3 | $398K | Buy |
1,135
+35
| +3% | +$12.3K | 0.31% | 37 |
|
|
2023
Q2 | $375K | Hold |
1,100
| – | – | 0.29% | 38 |
|
|
2023
Q1 | $340K | Hold |
1,100
| – | – | 0.27% | 38 |
|
|
2022
Q4 | $340K | Hold |
1,100
| – | – | 0.3% | 36 |
|
|
2022
Q3 | $294K | Hold |
1,100
| – | – | 0.3% | 34 |
|
|
2022
Q2 | $300K | Sell |
1,100
-9
| -0.8% | -$2.46K | 0.29% | 34 |
|
|
2022
Q1 | $391K | Sell |
1,109
-22
| -2% | -$7.76K | 0.36% | 27 |
|
|
2021
Q4 | $338K | Buy |
+1,131
| New | +$338K | 0.3% | 30 |
|