LIA
LBMC Investment Advisors’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 | $5.32M | Buy |
10,946
+500
| +5% | +$243K | 0.38% | 38 |
|
|
2025
Q1 | $5.56M | Buy |
10,446
+245
| +2% | +$130K | 0.43% | 37 |
|
|
2024
Q4 | $4.62M | Hold |
10,201
| – | – | 0.36% | 39 |
|
|
2024
Q3 | $4.7M | Hold |
10,201
| – | – | 0.37% | 38 |
|
|
2024
Q2 | $4.15M | Hold |
10,201
| – | – | 0.36% | 37 |
|
|
2024
Q1 | $4.29M | Sell |
10,201
-55
| -0.5% | -$23.1K | 0.37% | 33 |
|
|
2023
Q4 | $3.66M | Buy |
10,256
+265
| +3% | +$94.5K | 0.35% | 31 |
|
|
2023
Q3 | $3.43M | Hold |
9,991
| – | – | 0.36% | 31 |
|
|
2023
Q2 | $3.41M | Sell |
9,991
-201
| -2% | -$68.5K | 0.33% | 31 |
|
|
2023
Q1 | $3.15M | Hold |
10,192
| – | – | 0.32% | 32 |
|
|
2022
Q4 | $3.15M | Hold |
10,192
| – | – | 0.33% | 31 |
|
|
2022
Q3 | $2.72M | Hold |
10,192
| – | – | 0.31% | 31 |
|
|
2022
Q2 | $2.78M | Sell |
10,192
-168
| -2% | -$45.9K | 0.3% | 32 |
|
|
2022
Q1 | $3.66M | Hold |
10,360
| – | – | 0.32% | 31 |
|
|
2021
Q4 | $3.1M | Sell |
10,360
-150
| -1% | -$44.9K | 0.27% | 35 |
|
|
2021
Q3 | $2.87K | Hold |
10,510
| – | – | 0.27% | 34 |
|
|
2021
Q2 | $2.92M | Hold |
10,510
| – | – | 0.28% | 34 |
|
|
2021
Q1 | $2.69M | Sell |
10,510
-43
| -0.4% | -$11K | 0.28% | 33 |
|
|
2020
Q4 | $2.45M | Hold |
10,553
| – | – | 0.29% | 33 |
|
|
2020
Q3 | $2.25M | Buy |
10,553
+669
| +7% | +$142K | 0.31% | 31 |
|
|
2020
Q2 | $1.76M | Sell |
9,884
-40
| -0.4% | -$7.14K | 0.28% | 31 |
|
|
2020
Q1 | $1.81M | Buy |
9,924
+100
| +1% | +$18.3K | 0.34% | 25 |
|
|
2019
Q4 | $2.23M | Sell |
9,824
-600
| -6% | -$136K | 0.31% | 26 |
|
|
2019
Q3 | $2.17M | Buy |
10,424
+275
| +3% | +$57.2K | 0.33% | 25 |
|
|
2019
Q2 | $2.16M | Buy |
10,149
+175
| +2% | +$37.3K | 0.33% | 26 |
|
|
2019
Q1 | $2M | Hold |
9,974
| – | – | 0.32% | 27 |
|
|
2018
Q4 | $2.04M | Sell |
9,974
-270
| -3% | -$55.1K | 0.38% | 24 |
|
|
2018
Q3 | $2.19M | Buy |
10,244
+178
| +2% | +$38.1K | 0.35% | 24 |
|
|
2018
Q2 | $1.88M | Sell |
10,066
-69
| -0.7% | -$12.9K | 0.31% | 25 |
|
|
2018
Q1 | $2.02M | Sell |
10,135
-1,923
| -16% | -$384K | 0.35% | 23 |
|
|
2017
Q4 | $2.39M | Hold |
12,058
| – | – | 0.39% | 22 |
|
|
2017
Q3 | $2.21M | Hold |
12,058
| – | – | 0.38% | 22 |
|
|
2017
Q2 | $2.04M | Sell |
12,058
-600
| -5% | -$102K | 0.36% | 22 |
|
|
2017
Q1 | $2.11M | Hold |
12,658
| – | – | 0.38% | 21 |
|
|
2016
Q4 | $2.06M | Sell |
12,658
-395
| -3% | -$64.4K | 0.39% | 21 |
|
|
2016
Q3 | $1.89M | Buy |
13,053
+8,289
| +174% | +$1.2M | 0.36% | 21 |
|
|
2016
Q2 | $690K | Sell |
4,764
-131
| -3% | -$19K | 0.14% | 36 |
|
|
2016
Q1 | $695K | Buy |
4,895
+365
| +8% | +$51.8K | 0.14% | 35 |
|
|
2015
Q4 | $598K | Hold |
4,530
| – | – | 0.13% | 36 |
|
|
2015
Q3 | $591K | Hold |
4,530
| – | – | 0.13% | 33 |
|
|
2015
Q2 | $617K | Hold |
4,530
| – | – | 0.13% | 32 |
|
|
2015
Q1 | $654K | Buy |
4,530
+270
| +6% | +$39K | 0.15% | 32 |
|
|
2014
Q4 | $640K | Hold |
4,260
| – | – | 0.15% | 31 |
|
|
2014
Q3 | $588K | Hold |
4,260
| – | – | 0.14% | 29 |
|
|
2014
Q2 | $539K | Sell |
4,260
-858
| -17% | -$109K | 0.15% | 30 |
|
|
2014
Q1 | $640K | Sell |
5,118
-202
| -4% | -$25.3K | 0.16% | 28 |
|
|
2013
Q4 | $631K | Buy |
5,320
+1,160
| +28% | +$138K | 0.17% | 27 |
|
|
2013
Q3 | $472K | Hold |
4,160
| – | – | 0.14% | 34 |
|
|
2013
Q2 | $466K | Buy |
+4,160
| New | +$466K | 0.16% | 32 |
|