LF
Lee Financial’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 | $41M | Sell |
84,321
-1,189
| -1% | -$578K | 5.87% | 4 |
|
|
2025
Q1 | $45.5M | Sell |
85,510
-1,474
| -2% | -$785K | 6.96% | 4 |
|
|
2024
Q4 | $39.4M | Sell |
86,984
-1,107
| -1% | -$502K | 5.54% | 4 |
|
|
2024
Q3 | $40.5M | Buy |
88,091
+672
| +0.8% | +$309K | 5.76% | 4 |
|
|
2024
Q2 | $35.6M | Sell |
87,419
-1,288
| -1% | -$524K | 5.8% | 4 |
|
|
2024
Q1 | $37.3M | Buy |
88,707
+581
| +0.7% | +$244K | 6.22% | 4 |
|
|
2023
Q4 | $31.4M | Sell |
88,126
-3,892
| -4% | -$1.39M | 5.51% | 4 |
|
|
2023
Q3 | $32.2M | Buy |
92,018
+918
| +1% | +$322K | 6.01% | 4 |
|
|
2023
Q2 | $31.1M | Sell |
91,100
-4,555
| -5% | -$1.55M | 5.44% | 4 |
|
|
2023
Q1 | $29.5M | Sell |
95,655
-2,184
| -2% | -$674K | 5.07% | 4 |
|
|
2022
Q4 | $30.2M | Buy |
97,839
+1,917
| +2% | +$592K | 5.16% | 5 |
|
|
2022
Q3 | $25.6M | Buy |
95,922
+295
| +0.3% | +$78.8K | 4.79% | 6 |
|
|
2022
Q2 | $26.1M | Buy |
95,627
+2,005
| +2% | +$547K | 4.79% | 5 |
|
|
2022
Q1 | $33M | Buy |
93,622
+1,912
| +2% | +$675K | 5.91% | 5 |
|
|
2021
Q4 | $27.4M | Buy |
91,710
+2,434
| +3% | +$728K | 5.15% | 5 |
|
|
2021
Q3 | $24.4M | Buy |
89,276
+1,202
| +1% | +$328K | 5.04% | 5 |
|
|
2021
Q2 | $24.5M | Buy |
88,074
+411
| +0.5% | +$114K | 5.19% | 4 |
|
|
2021
Q1 | $22.4M | Buy |
87,663
+6,762
| +8% | +$1.73M | 5.31% | 5 |
|
|
2020
Q4 | $18.8M | Buy |
80,901
+4,360
| +6% | +$1.01M | 4.87% | 5 |
|
|
2020
Q3 | $16.3M | Buy |
76,541
+42,047
| +122% | +$8.95M | 4.55% | 6 |
|
|
2020
Q2 | $6.16M | Buy |
34,494
+28,384
| +465% | +$5.07M | 1.71% | 13 |
|
|
2020
Q1 | $1.12M | Sell |
6,110
-25
| -0.4% | -$4.57K | 0.37% | 44 |
|
|
2019
Q4 | $1.39M | Sell |
6,135
-54
| -0.9% | -$12.2K | 0.3% | 46 |
|
|
2019
Q3 | $1.29M | Sell |
6,189
-100
| -2% | -$20.8K | 0.29% | 50 |
|
|
2019
Q2 | $1.34M | Buy |
6,289
+404
| +7% | +$86.1K | 0.3% | 45 |
|
|
2019
Q1 | $1.18M | Sell |
5,885
-734
| -11% | -$147K | 0.28% | 51 |
|
|
2018
Q4 | $1.35M | Buy |
6,619
+821
| +14% | +$168K | 0.36% | 38 |
|
|
2018
Q3 | $1.24M | Sell |
5,798
-32
| -0.5% | -$6.85K | 0.31% | 46 |
|
|
2018
Q2 | $1.09M | Sell |
5,830
-211
| -3% | -$39.4K | 0.26% | 59 |
|
|
2018
Q1 | $1.21M | Buy |
6,041
+2,057
| +52% | +$410K | 0.31% | 51 |
|
|
2017
Q4 | $789K | Buy |
3,984
+9
| +0.2% | +$1.78K | 0.23% | 64 |
|
|
2017
Q3 | $729K | Sell |
3,975
-749
| -16% | -$137K | 0.24% | 71 |
|
|
2017
Q2 | $801K | Buy |
4,724
+10
| +0.2% | +$1.7K | 0.29% | 70 |
|
|
2017
Q1 | $786K | Buy |
4,714
+163
| +4% | +$27.2K | 0.31% | 70 |
|
|
2016
Q4 | $742K | Buy |
+4,551
| New | +$742K | 0.42% | 59 |
|