LRIA
Leonard Rickey Investment Advisors’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 | $2.87M | Buy |
5,916
+18
| +0.3% | +$8.74K | 0.57% | 26 |
|
|
2025
Q1 | $3.12M | Sell |
5,898
-240
| -4% | -$127K | 0.67% | 24 |
|
|
2024
Q4 | $2.78M | Sell |
6,138
-61
| -1% | -$27.7K | 0.64% | 24 |
|
|
2024
Q3 | $2.85M | Sell |
6,199
-199
| -3% | -$91.6K | 0.65% | 24 |
|
|
2024
Q2 | $2.6M | Buy |
6,398
+696
| +12% | +$283K | 0.62% | 25 |
|
|
2024
Q1 | $2.4M | Sell |
5,702
-103
| -2% | -$43.3K | 0.62% | 24 |
|
|
2023
Q4 | $2.07M | Sell |
5,805
-162
| -3% | -$57.8K | 0.61% | 23 |
|
|
2023
Q3 | $2.09M | Buy |
5,967
+167
| +3% | +$58.5K | 0.68% | 22 |
|
|
2023
Q2 | $1.98M | Sell |
5,800
-46
| -0.8% | -$15.7K | 0.74% | 20 |
|
|
2023
Q1 | $1.81M | Buy |
5,846
+106
| +2% | +$32.7K | 0.7% | 19 |
|
|
2022
Q4 | $1.77M | Sell |
5,740
-77
| -1% | -$23.8K | 0.75% | 18 |
|
|
2022
Q3 | $1.55M | Sell |
5,817
-131
| -2% | -$35K | 0.73% | 19 |
|
|
2022
Q2 | $1.62M | Sell |
5,948
-111
| -2% | -$30.3K | 0.71% | 18 |
|
|
2022
Q1 | $2.14M | Buy |
6,059
+205
| +4% | +$72.3K | 0.81% | 18 |
|
|
2021
Q4 | $1.75M | Buy |
5,854
+15
| +0.3% | +$4.48K | 0.64% | 19 |
|
|
2021
Q3 | $1.59M | Sell |
5,839
-699
| -11% | -$191K | 0.67% | 17 |
|
|
2021
Q2 | $1.82M | Buy |
6,538
+1,264
| +24% | +$351K | 0.78% | 16 |
|
|
2021
Q1 | $1.35M | Buy |
5,274
+402
| +8% | +$103K | 0.54% | 22 |
|
|
2020
Q4 | $1.13M | Buy |
4,872
+115
| +2% | +$26.7K | 0.51% | 22 |
|
|
2020
Q3 | $1.01M | Buy |
4,757
+383
| +9% | +$81.6K | 0.63% | 22 |
|
|
2020
Q2 | $781K | Buy |
4,374
+882
| +25% | +$157K | 0.51% | 24 |
|
|
2020
Q1 | $638K | Sell |
3,492
-84
| -2% | -$15.3K | 0.49% | 24 |
|
|
2019
Q4 | $810K | Sell |
3,576
-144
| -4% | -$32.6K | 0.49% | 28 |
|
|
2019
Q3 | $774K | Buy |
3,720
+3
| +0.1% | +$624 | 0.51% | 28 |
|
|
2019
Q2 | $792K | Buy |
3,717
+152
| +4% | +$32.4K | 0.53% | 28 |
|
|
2019
Q1 | $716K | Hold |
3,565
| – | – | 0.52% | 28 |
|
|
2018
Q4 | $728K | Hold |
3,565
| – | – | 0.6% | 27 |
|
|
2018
Q3 | $763K | Hold |
3,565
| – | – | 0.56% | 26 |
|
|
2018
Q2 | $665K | Hold |
3,565
| – | – | 0.5% | 26 |
|
|
2018
Q1 | $711K | Hold |
3,565
| – | – | 0.56% | 24 |
|
|
2017
Q4 | $707K | Buy |
+3,565
| New | +$707K | 0.54% | 26 |
|