LBWM
Left Brain Wealth Management’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 | $529K | Buy |
1,089
+171
| +19% | +$83.1K | 0.19% | 62 |
|
2025
Q1 | $489K | Buy |
918
+107
| +13% | +$57K | 0.21% | 60 |
|
2024
Q4 | $368K | Sell |
811
-37
| -4% | -$16.8K | 0.14% | 75 |
|
2024
Q3 | $390K | Buy |
848
+135
| +19% | +$62.1K | 0.18% | 63 |
|
2024
Q2 | $290K | Buy |
713
+25
| +4% | +$10.2K | 0.14% | 65 |
|
2024
Q1 | $289K | Sell |
688
-10
| -1% | -$4.21K | 0.14% | 65 |
|
2023
Q4 | $249K | Sell |
698
-6
| -0.9% | -$2.14K | 0.14% | 69 |
|
2023
Q3 | $247K | Sell |
704
-290
| -29% | -$102K | 0.15% | 72 |
|
2023
Q2 | $339K | Sell |
994
-255
| -20% | -$87K | 0.21% | 68 |
|
2023
Q1 | $410K | Sell |
1,249
-280
| -18% | -$92K | 0.28% | 64 |
|
2022
Q4 | $472K | Buy |
+1,529
| New | +$472K | 0.35% | 53 |
|