LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.04M | Hold |
3,360
| – | – | 0.37% | 83 |
|
|
2022
Q4 | $1.04M | Hold |
3,360
| – | – | 0.39% | 83 |
|
|
2022
Q3 | $897K | Hold |
3,360
| – | – | 0.37% | 84 |
|
|
2022
Q2 | $917K | Sell |
3,360
-175
| -5% | -$47.8K | 0.36% | 83 |
|
|
2022
Q1 | $1.25M | Hold |
3,535
| – | – | 0.44% | 79 |
|
|
2021
Q4 | $1.06M | Hold |
3,535
| – | – | 0.36% | 83 |
|
|
2021
Q3 | $965K | Hold |
3,535
| – | – | 0.35% | 86 |
|
|
2021
Q2 | $982K | Sell |
3,535
-41
| -1% | -$11.4K | 0.36% | 84 |
|
|
2021
Q1 | $914K | Hold |
3,576
| – | – | 0.36% | 83 |
|
|
2020
Q4 | $829K | Buy |
3,576
+90
| +3% | +$20.9K | 0.36% | 79 |
|
|
2020
Q3 | $742K | Hold |
3,486
| – | – | 0.36% | 80 |
|
|
2020
Q2 | $622K | Hold |
3,486
| – | – | 0.33% | 85 |
|
|
2020
Q1 | $637K | Hold |
3,486
| – | – | 0.37% | 81 |
|
|
2019
Q4 | $790K | Hold |
3,486
| – | – | 0.37% | 79 |
|
|
2019
Q3 | $725K | Hold |
3,486
| – | – | 0.37% | 80 |
|
|
2019
Q2 | $743K | Sell |
3,486
-206
| -6% | -$43.9K | 0.38% | 75 |
|
|
2019
Q1 | $742K | Sell |
3,692
-72
| -2% | -$14.5K | 0.4% | 73 |
|
|
2018
Q4 | $769K | Buy |
3,764
+100
| +3% | +$20.4K | 0.48% | 63 |
|
|
2018
Q3 | $785K | Hold |
3,664
| – | – | 0.45% | 70 |
|
|
2018
Q2 | $684K | Sell |
3,664
-300
| -8% | -$56K | 0.42% | 74 |
|
|
2018
Q1 | $791K | Sell |
3,964
-100
| -2% | -$20K | 0.49% | 72 |
|
|
2017
Q4 | $806K | Buy |
4,064
+6
| +0.1% | +$1.19K | 0.49% | 71 |
|
|
2017
Q3 | $744K | Hold |
4,058
| – | – | 0.48% | 74 |
|
|
2017
Q2 | $687K | Hold |
4,058
| – | – | 0.47% | 75 |
|
|
2017
Q1 | $676K | Hold |
4,058
| – | – | 0.49% | 72 |
|
|
2016
Q4 | $661K | Buy |
+4,058
| New | +$661K | 0.51% | 74 |
|