Lehman & Derafelo Financial Resources’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
2022
Q4
$19.6M Buy
63,582
+2,672
+4% +$825K 5.83% 4
2022
Q3
$16.3M Buy
60,910
+2,406
+4% +$642K 5.13% 4
2022
Q2
$16M Buy
58,504
+679
+1% +$185K 4.94% 4
2022
Q1
$20.4M Sell
57,825
-767
-1% -$271K 5.67% 4
2021
Q4
$17.5M Buy
58,592
+189
+0.3% +$56.5K 5.29% 4
2021
Q3
$15.9M Sell
58,403
-2,580
-4% -$704K 5.18% 4
2021
Q2
$16.9M Buy
60,983
+187
+0.3% +$52K 4.63% 4
2021
Q1
$15.5M Buy
60,796
+378
+0.6% +$96.6K 4.36% 4
2020
Q4
$14M Sell
60,418
-2,077
-3% -$482K 4.19% 4
2020
Q3
$13.3M Buy
62,495
+411
+0.7% +$87.5K 4.23% 4
2020
Q2
$11.1M Buy
62,084
+1,817
+3% +$324K 3.87% 4
2020
Q1
$11M Buy
60,267
+2,752
+5% +$503K 4.58% 4
2019
Q4
$13M Buy
57,515
+165
+0.3% +$37.4K 4.68% 3
2019
Q3
$11.9M Buy
57,350
+3,380
+6% +$703K 4.56% 3
2019
Q2
$11.6M Buy
53,970
+4,515
+9% +$972K 4.74% 4
2019
Q1
$9.94M Buy
49,455
+1,930
+4% +$388K 4.29% 4
2018
Q4
$9.7M Buy
+47,525
New +$9.7M 4.82% 3