Lee, Danner & Bass’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 | $139M | Sell |
286,007
-2,416
| -0.8% | -$1.17M | 10.81% | 2 |
|
|
2025
Q1 | $154M | Sell |
288,423
-12,469
| -4% | -$6.64M | 12.42% | 1 |
|
|
2024
Q4 | $136M | Sell |
300,892
-1,034
| -0.3% | -$469K | 10.81% | 1 |
|
|
2024
Q3 | $139M | Sell |
301,926
-1,680
| -0.6% | -$773K | 9.79% | 2 |
|
|
2024
Q2 | $124M | Buy |
+303,606
| New | +$124M | 9.52% | 2 |
|
|
2023
Q4 | $109M | Sell |
304,421
-7,688
| -2% | -$2.74M | 9.3% | 2 |
|
|
2023
Q3 | $109M | Sell |
312,109
-13,254
| -4% | -$4.64M | 9.9% | 1 |
|
|
2023
Q2 | $111M | Sell |
325,363
-1,675
| -0.5% | -$571K | 9.54% | 2 |
|
|
2023
Q1 | $101M | Sell |
327,038
-6,706
| -2% | -$2.07M | 9.29% | 2 |
|
|
2022
Q4 | $103M | Sell |
333,744
-3,357
| -1% | -$1.04M | 9.73% | 2 |
|
|
2022
Q3 | $90M | Sell |
337,101
-269
| -0.1% | -$71.8K | 9.52% | 1 |
|
|
2022
Q2 | $92.1M | Sell |
337,370
-365
| -0.1% | -$99.7K | 9.3% | 1 |
|
|
2022
Q1 | $119M | Sell |
337,735
-7,245
| -2% | -$2.56M | 10.16% | 1 |
|
|
2021
Q4 | $103M | Sell |
344,980
-2,741
| -0.8% | -$820K | 8.83% | 2 |
|
|
2021
Q3 | $94.9M | Sell |
347,721
-3,995
| -1% | -$1.09M | 8.75% | 2 |
|
|
2021
Q2 | $97.7M | Sell |
351,716
-10,444
| -3% | -$2.9M | 8.86% | 1 |
|
|
2021
Q1 | $92.5M | Sell |
362,160
-32
| -0% | -$8.18K | 8.91% | 1 |
|
|
2020
Q4 | $84M | Sell |
362,192
-22,021
| -6% | -$5.11M | 8.96% | 1 |
|
|
2020
Q3 | $81.8M | Sell |
384,213
-17,069
| -4% | -$3.63M | 9.69% | 1 |
|
|
2020
Q2 | $71.6M | Sell |
401,282
-13,083
| -3% | -$2.34M | 9.14% | 1 |
|
|
2020
Q1 | $75.8M | Sell |
414,365
-3,767
| -0.9% | -$689K | 10.84% | 1 |
|
|
2019
Q4 | $94.7M | Sell |
418,132
-90,268
| -18% | -$20.4M | 9.91% | 1 |
|
|
2019
Q3 | $106M | Buy |
508,400
+34
| +0% | +$7.07K | 11.35% | 1 |
|
|
2019
Q2 | $108M | Buy |
508,366
+12,442
| +3% | +$2.65M | 11.46% | 1 |
|
|
2019
Q1 | $99.6M | Sell |
495,924
-7,404
| -1% | -$1.49M | 10.98% | 1 |
|
|
2018
Q4 | $103M | Sell |
503,328
-5,002
| -1% | -$1.02M | 12.1% | 1 |
|
|
2018
Q3 | $109M | Sell |
508,330
-11,457
| -2% | -$2.45M | 10.8% | 1 |
|
|
2018
Q2 | $97M | Sell |
519,787
-43,081
| -8% | -$8.04M | 10.33% | 1 |
|
|
2018
Q1 | $112M | Sell |
562,868
-3,749
| -0.7% | -$748K | 11.69% | 1 |
|
|
2017
Q4 | $112M | Sell |
566,617
-5,565
| -1% | -$1.1M | 11.42% | 1 |
|
|
2017
Q3 | $105M | Sell |
572,182
-7,274
| -1% | -$1.33M | 11.29% | 1 |
|
|
2017
Q2 | $98.1M | Sell |
579,456
-4,159
| -0.7% | -$704K | 11.02% | 1 |
|
|
2017
Q1 | $97.3M | Sell |
583,615
-7,913
| -1% | -$1.32M | 10.97% | 1 |
|
|
2016
Q4 | $96.4M | Sell |
591,528
-3,095
| -0.5% | -$504K | 11.34% | 1 |
|
|
2016
Q3 | $85.9M | Sell |
594,623
-1,672
| -0.3% | -$242K | 10.47% | 2 |
|
|
2016
Q2 | $86.3M | Sell |
596,295
-50
| -0% | -$7.24K | 10.45% | 2 |
|
|
2016
Q1 | $87.7M | Sell |
596,345
-2,881
| -0.5% | -$424K | 10.77% | 2 |
|
|
2015
Q4 | $79.1M | Buy |
599,226
+4,664
| +0.8% | +$616K | 10.35% | 1 |
|
|
2015
Q3 | $77.5M | Buy |
594,562
+2,178
| +0.4% | +$284K | 10.35% | 1 |
|
|
2015
Q2 | $80.6M | Sell |
592,384
-1,805
| -0.3% | -$246K | 9.61% | 2 |
|
|
2015
Q1 | $85.8M | Buy |
594,189
+163
| +0% | +$23.5K | 10.11% | 2 |
|
|
2014
Q4 | $89.2M | Sell |
594,026
-4,175
| -0.7% | -$627K | 10.66% | 1 |
|
|
2014
Q3 | $82.6M | Sell |
598,201
-7,496
| -1% | -$1.04M | 10.22% | 1 |
|
|
2014
Q2 | $76.7M | Sell |
605,697
-1,907
| -0.3% | -$241K | 9.35% | 2 |
|
|
2014
Q1 | $75.9M | Buy |
607,604
+740
| +0.1% | +$92.5K | 9.86% | 1 |
|
|
2013
Q4 | $72M | Sell |
606,864
-800
| -0.1% | -$94.8K | 9.6% | 1 |
|
|
2013
Q3 | $69M | Sell |
607,664
-2,050
| -0.3% | -$233K | 9.6% | 1 |
|
|
2013
Q2 | $68.2M | Buy |
+609,714
| New | +$68.2M | 9.95% | 1 |
|