Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $9.94M | Buy |
46,414
+100
| +0.2% | +$21.4K | 4.66% | 3 |
|
|
2018
Q2 | $8.64M | Buy |
46,314
+764
| +2% | +$143K | 4.36% | 4 |
|
|
2018
Q1 | $9.09M | Buy |
45,550
+160
| +0.4% | +$31.9K | 4.65% | 3 |
|
|
2017
Q4 | $9M | Sell |
45,390
-1,700
| -4% | -$337K | 4.67% | 4 |
|
|
2017
Q3 | $8.63M | Buy |
47,090
+175
| +0.4% | +$32.1K | 4.39% | 3 |
|
|
2017
Q2 | $7.94M | Buy |
46,915
+190
| +0.4% | +$32.2K | 4.47% | 3 |
|
|
2017
Q1 | $7.79M | Hold |
46,725
| – | – | 4.31% | 3 |
|
|
2016
Q4 | $7.62M | Buy |
46,725
+250
| +0.5% | +$40.7K | 4.34% | 4 |
|
|
2016
Q3 | $6.71M | Buy |
46,475
+2,800
| +6% | +$405K | 3.88% | 4 |
|
|
2016
Q2 | $6.32M | Buy |
43,675
+8,150
| +23% | +$1.18M | 3.17% | 6 |
|
|
2016
Q1 | $5.04M | Buy |
35,525
+400
| +1% | +$56.7K | 2.69% | 10 |
|
|
2015
Q4 | $4.64M | Buy |
35,125
+150
| +0.4% | +$19.8K | 2.5% | 10 |
|
|
2015
Q3 | $4.56M | Buy |
34,975
+12,875
| +58% | +$1.68M | 2.32% | 9 |
|
|
2015
Q2 | $3.01M | Buy |
22,100
+100
| +0.5% | +$13.6K | 1.46% | 19 |
|
|
2015
Q1 | $3.18M | Buy |
22,000
+1,250
| +6% | +$180K | 1.46% | 17 |
|
|
2014
Q4 | $3.12M | Sell |
20,750
-450
| -2% | -$67.6K | 1.53% | 18 |
|
|
2014
Q3 | $2.93M | Buy |
21,200
+950
| +5% | +$131K | 1.53% | 16 |
|
|
2014
Q2 | $2.56M | Buy |
20,250
+900
| +5% | +$114K | 1.22% | 23 |
|
|
2014
Q1 | $2.42M | Buy |
19,350
+4,900
| +34% | +$612K | 1.25% | 27 |
|
|
2013
Q4 | $1.71M | Sell |
14,450
-200
| -1% | -$23.7K | 1.06% | 28 |
|
|
2013
Q3 | $1.66M | Hold |
14,650
| – | – | 1.07% | 28 |
|
|
2013
Q2 | $1.64M | Buy |
+14,650
| New | +$1.64M | 1.11% | 24 |
|