LWL
Leo Wealth LLC’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 | $14.9M | Buy |
30,755
+18,933
| +160% | +$9.19M | 1.16% | 20 |
|
|
2025
Q1 | $6.3M | Sell |
11,822
-13,916
| -54% | -$7.41M | 0.91% | 22 |
|
|
2024
Q4 | $11.7M | Buy |
25,738
+552
| +2% | +$250K | 1.05% | 22 |
|
|
2024
Q3 | $11.6M | Buy |
25,186
+6,766
| +37% | +$3.11M | 1.06% | 21 |
|
|
2024
Q2 | $7.47M | Buy |
18,420
+4,063
| +28% | +$1.65M | 0.76% | 24 |
|
|
2024
Q1 | $6.03M | Buy |
14,357
+449
| +3% | +$189K | 0.62% | 32 |
|
|
2023
Q4 | $5.32M | Buy |
+13,908
| New | +$5.32M | 0.55% | 32 |
|