Lederer & Associates Investment Counsel’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 | $3.35M | Sell |
6,900
-88
| -1% | -$42.8K | 2.22% | 10 |
|
|
2025
Q1 | $3.72M | Sell |
6,988
-13
| -0.2% | -$6.92K | 2.72% | 8 |
|
|
2024
Q4 | $3.17M | Sell |
7,001
-1
| -0% | -$453 | 2.22% | 9 |
|
|
2024
Q3 | $3.22M | Sell |
7,002
-306
| -4% | -$141K | 2.27% | 7 |
|
|
2024
Q2 | $2.97M | Sell |
7,308
-1
| -0% | -$407 | 2.15% | 9 |
|
|
2024
Q1 | $3.07M | Sell |
7,309
-129
| -2% | -$54.3K | 2.14% | 10 |
|
|
2023
Q4 | $2.65M | Buy |
7,438
+19
| +0.3% | +$6.78K | 1.96% | 10 |
|
|
2023
Q3 | $2.6M | Sell |
7,419
-487
| -6% | -$171K | 2.07% | 9 |
|
|
2023
Q2 | $2.7M | Buy |
7,906
+102
| +1% | +$34.8K | 2.03% | 9 |
|
|
2023
Q1 | $2.41M | Sell |
7,804
-20
| -0.3% | -$6.18K | 1.86% | 10 |
|
|
2022
Q4 | $2.42M | Sell |
7,824
-60
| -0.8% | -$18.5K | 1.98% | 12 |
|
|
2022
Q3 | $2.11M | Sell |
7,884
-198
| -2% | -$52.9K | 1.78% | 14 |
|
|
2022
Q2 | $2.21M | Sell |
8,082
-60
| -0.7% | -$16.4K | 1.7% | 16 |
|
|
2022
Q1 | $2.87M | Sell |
8,142
-74
| -0.9% | -$26.1K | 1.76% | 15 |
|
|
2021
Q4 | $2.46M | Buy |
8,216
+523
| +7% | +$156K | 1.42% | 26 |
|
|
2021
Q3 | $2.1M | Buy |
7,693
+1,078
| +16% | +$294K | 1.36% | 29 |
|
|
2021
Q2 | $1.84M | Buy |
6,615
+45
| +0.7% | +$12.5K | 1.22% | 35 |
|
|
2021
Q1 | $1.68M | Sell |
6,570
-484
| -7% | -$124K | 1.18% | 34 |
|
|
2020
Q4 | $1.64M | Sell |
7,054
-486
| -6% | -$113K | 1.26% | 32 |
|
|
2020
Q3 | $1.61M | Sell |
7,540
-44
| -0.6% | -$9.37K | 1.34% | 32 |
|
|
2020
Q2 | $1.35M | Hold |
7,584
| – | – | 1.27% | 37 |
|
|
2020
Q1 | $1.39M | Sell |
7,584
-475
| -6% | -$86.9K | 1.57% | 29 |
|
|
2019
Q4 | $1.83M | Buy |
8,059
+600
| +8% | +$136K | 1.58% | 25 |
|
|
2019
Q3 | $1.55M | Hold |
7,459
| – | – | 1.48% | 27 |
|
|
2019
Q2 | $1.59M | Sell |
7,459
-25
| -0.3% | -$5.33K | 1.46% | 30 |
|
|
2019
Q1 | $1.5M | Sell |
7,484
-90
| -1% | -$18.1K | 1.4% | 33 |
|
|
2018
Q4 | $1.55M | Sell |
7,574
-120
| -2% | -$24.5K | 1.65% | 22 |
|
|
2018
Q3 | $1.65M | Hold |
7,694
| – | – | 1.39% | 31 |
|
|
2018
Q2 | $1.44M | Buy |
7,694
+46
| +0.6% | +$8.59K | 1.3% | 36 |
|
|
2018
Q1 | $1.53M | Buy |
7,648
+95
| +1% | +$19K | 1.38% | 35 |
|
|
2017
Q4 | $1.5M | Buy |
7,553
+45
| +0.6% | +$8.92K | 1.34% | 36 |
|
|
2017
Q3 | $1.38M | Sell |
7,508
-45
| -0.6% | -$8.25K | 1.31% | 37 |
|
|
2017
Q2 | $1.28M | Buy |
7,553
+55
| +0.7% | +$9.31K | 1.23% | 40 |
|
|
2017
Q1 | $1.25M | Sell |
7,498
-125
| -2% | -$20.8K | 1.17% | 43 |
|
|
2016
Q4 | $1.24M | Buy |
+7,623
| New | +$1.24M | 1.23% | 42 |
|
|
2015
Q3 | $1.12M | Sell |
8,610
-960
| -10% | -$125K | 1.25% | 40 |
|
|
2015
Q2 | $1.3M | Buy |
9,570
+1,275
| +15% | +$174K | 1.34% | 44 |
|
|
2015
Q1 | $1.2M | Buy |
8,295
+30
| +0.4% | +$4.33K | 1.17% | 46 |
|
|
2014
Q4 | $1.24M | Buy |
+8,265
| New | +$1.24M | 1.23% | 46 |
|