Lee, Danner & Bass’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
2
| – | – | 0.11% | 120 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.13% | 110 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.11% | 119 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.1% | 121 |
|
|
2024
Q2 | $1.22M | Buy |
+2
| New | +$1.22M | 0.09% | 128 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.09% | 125 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.1% | 118 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.09% | 124 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.09% | 131 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.09% | 133 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.09% | 130 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.08% | 128 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.09% | 120 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.08% | 130 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.08% | 134 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.08% | 133 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.07% | 130 |
|
|
2020
Q4 | $696K | Hold |
2
| – | – | 0.07% | 127 |
|
|
2020
Q3 | $640K | Sell |
2
-1
| -33% | -$320K | 0.08% | 125 |
|
|
2020
Q2 | $802K | Hold |
3
| – | – | 0.1% | 112 |
|
|
2020
Q1 | $816K | Hold |
3
| – | – | 0.12% | 108 |
|
|
2019
Q4 | $1.02M | Hold |
3
| – | – | 0.11% | 108 |
|
|
2019
Q3 | $935K | Hold |
3
| – | – | 0.1% | 112 |
|
|
2019
Q2 | $955K | Hold |
3
| – | – | 0.1% | 113 |
|
|
2019
Q1 | $904K | Sell |
3
-1
| -25% | -$301K | 0.1% | 116 |
|
|
2018
Q4 | $1.22M | Hold |
4
| – | – | 0.14% | 102 |
|
|
2018
Q3 | $1.28M | Sell |
4
-1
| -20% | -$320K | 0.13% | 108 |
|
|
2018
Q2 | $1.41M | Hold |
5
| – | – | 0.15% | 101 |
|
|
2018
Q1 | $1.5M | Sell |
5
-1
| -17% | -$299K | 0.16% | 98 |
|
|
2017
Q4 | $1.79M | Hold |
6
| – | – | 0.18% | 95 |
|
|
2017
Q3 | $1.65M | Hold |
6
| – | – | 0.18% | 92 |
|
|
2017
Q2 | $1.53M | Hold |
6
| – | – | 0.17% | 96 |
|
|
2017
Q1 | $1.5M | Hold |
6
| – | – | 0.17% | 94 |
|
|
2016
Q4 | $1.47M | Sell |
6
-1
| -14% | -$244K | 0.17% | 92 |
|
|
2016
Q3 | $1.51M | Hold |
7
| – | – | 0.18% | 91 |
|
|
2016
Q2 | $1.52M | Hold |
7
| – | – | 0.18% | 89 |
|
|
2016
Q1 | $1.54M | Hold |
7
| – | – | 0.19% | 85 |
|
|
2015
Q4 | $1.39M | Hold |
7
| – | – | 0.18% | 88 |
|
|
2015
Q3 | $1.37M | Hold |
7
| – | – | 0.18% | 89 |
|
|
2015
Q2 | $1.43M | Hold |
7
| – | – | 0.17% | 93 |
|
|
2015
Q1 | $1.52M | Hold |
7
| – | – | 0.18% | 87 |
|
|
2014
Q4 | $1.58M | Buy |
7
+1
| +17% | +$226K | 0.19% | 85 |
|
|
2014
Q3 | $1.24M | Buy |
6
+1
| +20% | +$207K | 0.15% | 87 |
|
|
2014
Q2 | $950K | Hold |
5
| – | – | 0.12% | 97 |
|
|
2014
Q1 | $937K | Sell |
5
-2
| -29% | -$375K | 0.12% | 94 |
|
|
2013
Q4 | $1.25M | Hold |
7
| – | – | 0.17% | 87 |
|
|
2013
Q3 | $1.19M | Hold |
7
| – | – | 0.17% | 86 |
|
|
2013
Q2 | $1.18M | Buy |
+7
| New | +$1.18M | 0.17% | 82 |
|