Lee Financial’s Berkshire Hathaway Class A BRK.A Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$729K	Hold	1	–	–	0.1%	86
2025 Q1	$798K	Hold	1	–	–	0.12%	81
2024 Q4	$681K	Hold	1	–	–	0.1%	99
2024 Q3	$691K	Buy	+1	New	+$691K	0.1%	99
2023 Q1	–	Sell	-1	Closed	-$469K	–	816
2022 Q4	$469K	Hold	1	–	–	0.08%	101
2022 Q3	$406K	Hold	1	–	–	0.08%	98
2022 Q2	$409K	Hold	1	–	–	0.08%	98
2022 Q1	$529K	Hold	1	–	–	0.09%	92
2021 Q4	$451K	Hold	1	–	–	0.08%	105
2021 Q3	$411K	Hold	1	–	–	0.09%	103
2021 Q2	$419K	Hold	1	–	–	0.09%	102
2021 Q1	$386K	Hold	1	–	–	0.09%	99
2020 Q4	$348K	Hold	1	–	–	0.09%	98
2020 Q3	$320K	Hold	1	–	–	0.09%	95
2020 Q2	$267K	Hold	1	–	–	0.07%	105
2020 Q1	$272K	Hold	1	–	–	0.09%	90
2019 Q4	$340K	Hold	1	–	–	0.07%	100
2019 Q3	$312K	Hold	1	–	–	0.07%	105
2019 Q2	$318K	Hold	1	–	–	0.07%	104
2019 Q1	$301K	Hold	1	–	–	0.07%	101
2018 Q4	$306K	Hold	1	–	–	0.08%	92
2018 Q3	$320K	Hold	1	–	–	0.08%	99
2018 Q2	$282K	Hold	1	–	–	0.07%	131
2018 Q1	$299K	Hold	1	–	–	0.08%	126
2017 Q4	$298K	Hold	1	–	–	0.09%	103
2017 Q3	$275K	Hold	1	–	–	0.09%	100
2017 Q2	$255K	Hold	1	–	–	0.09%	102
2017 Q1	$250K	Hold	1	–	–	0.1%	100
2016 Q4	$244K	Buy	+1	New	+$244K	0.14%	95