LFA
Level Financial 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 | $1.04M | Buy |
2,135
+15
| +0.7% | +$7.29K | 0.32% | 46 |
|
|
2025
Q1 | $1.13M | Buy |
2,120
+536
| +34% | +$285K | 0.38% | 42 |
|
|
2024
Q4 | $718K | Buy |
1,584
+133
| +9% | +$60.3K | 0.26% | 49 |
|
|
2024
Q3 | $668K | Sell |
1,451
-40
| -3% | -$18.4K | 0.25% | 47 |
|
|
2024
Q2 | $607K | Sell |
1,491
-412
| -22% | -$168K | 0.26% | 43 |
|
|
2024
Q1 | $800K | Hold |
1,903
| – | – | 0.36% | 41 |
|
|
2023
Q4 | $679K | Sell |
1,903
-53
| -3% | -$18.9K | 0.34% | 41 |
|
|
2023
Q3 | $685K | Sell |
1,956
-1
| -0.1% | -$350 | 0.38% | 35 |
|
|
2023
Q2 | $667K | Buy |
1,957
+52
| +3% | +$17.7K | 0.37% | 33 |
|
|
2023
Q1 | $588K | Sell |
1,905
-49
| -3% | -$15.1K | 0.35% | 35 |
|
|
2022
Q4 | $604K | Hold |
1,954
| – | – | 0.4% | 33 |
|
|
2022
Q3 | $522K | Sell |
1,954
-21
| -1% | -$5.61K | 0.39% | 31 |
|
|
2022
Q2 | $539K | Buy |
1,975
+21
| +1% | +$5.73K | 0.4% | 29 |
|
|
2022
Q1 | $690K | Buy |
1,954
+220
| +13% | +$77.7K | 0.53% | 22 |
|
|
2021
Q4 | $518K | Buy |
+1,734
| New | +$518K | 0.4% | 31 |
|