LFAS
Level Four Advisory Services’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 | $17.3M | Buy |
35,568
+1,446
| +4% | +$702K | 0.64% | 26 |
|
|
2025
Q1 | $18.2M | Buy |
34,122
+1,619
| +5% | +$862K | 0.75% | 22 |
|
|
2024
Q4 | $14.7M | Buy |
32,503
+398
| +1% | +$180K | 0.6% | 28 |
|
|
2024
Q3 | $14.5M | Sell |
32,105
-4,052
| -11% | -$1.83M | 0.61% | 27 |
|
|
2024
Q2 | $14.7M | Buy |
36,157
+1,038
| +3% | +$422K | 0.66% | 23 |
|
|
2024
Q1 | $12.5M | Buy |
35,119
+767
| +2% | +$274K | 0.69% | 18 |
|
|
2023
Q4 | $12.3M | Buy |
34,352
+2,340
| +7% | +$835K | 0.69% | 19 |
|
|
2023
Q3 | $11.2M | Sell |
32,012
-2,179
| -6% | -$763K | 0.72% | 16 |
|
|
2023
Q2 | $11.7M | Sell |
34,191
-4,352
| -11% | -$1.48M | 0.7% | 20 |
|
|
2023
Q1 | $11.9M | Sell |
38,543
-2,188
| -5% | -$676K | 0.78% | 18 |
|
|
2022
Q4 | $12.6M | Buy |
40,731
+8,019
| +25% | +$2.48M | 0.93% | 17 |
|
|
2022
Q3 | $8.74M | Buy |
32,712
+3,050
| +10% | +$814K | 0.85% | 20 |
|
|
2022
Q2 | $8.1M | Buy |
29,662
+4,698
| +19% | +$1.28M | 0.76% | 21 |
|
|
2022
Q1 | $8.81M | Buy |
24,964
+693
| +3% | +$245K | 0.69% | 23 |
|
|
2021
Q4 | $7.26M | Buy |
24,271
+7,699
| +46% | +$2.3M | 0.55% | 33 |
|
|
2021
Q3 | $4.52M | Sell |
16,572
-3,363
| -17% | -$918K | 0.47% | 52 |
|
|
2021
Q2 | $5.54M | Buy |
19,935
+662
| +3% | +$184K | 0.38% | 56 |
|
|
2021
Q1 | $4.92M | Buy |
19,273
+2,897
| +18% | +$740K | 0.38% | 57 |
|
|
2020
Q4 | $3.8M | Sell |
16,376
-2,065
| -11% | -$479K | 0.3% | 85 |
|
|
2020
Q3 | $3.93M | Sell |
18,441
-1,134
| -6% | -$241K | 0.3% | 79 |
|
|
2020
Q2 | $3.49M | Sell |
19,575
-13,967
| -42% | -$2.49M | 0.27% | 92 |
|
|
2020
Q1 | $6.14M | Sell |
33,542
-2,752
| -8% | -$504K | 0.74% | 21 |
|
|
2019
Q4 | $26.5M | Buy |
36,294
+2,468
| +7% | +$1.8M | 1.05% | 15 |
|
|
2019
Q3 | $7.04M | Buy |
33,826
+1,682
| +5% | +$350K | 0.73% | 19 |
|
|
2019
Q2 | $6.85M | Buy |
32,144
+999
| +3% | +$213K | 0.69% | 22 |
|
|
2019
Q1 | $6.26M | Buy |
31,145
+8,181
| +36% | +$1.64M | 0.69% | 27 |
|
|
2018
Q4 | $4.69M | Buy |
22,964
+1,848
| +9% | +$377K | 0.58% | 38 |
|
|
2018
Q3 | $4.52M | Sell |
21,116
-1,393
| -6% | -$298K | 0.49% | 45 |
|
|
2018
Q2 | $4.2M | Sell |
22,509
-203
| -0.9% | -$37.9K | 0.31% | 75 |
|
|
2018
Q1 | $4.53M | Buy |
22,712
+1,103
| +5% | +$220K | 0.35% | 67 |
|
|
2017
Q4 | $4.28M | Buy |
21,609
+93
| +0.4% | +$18.4K | 0.33% | 66 |
|
|
2017
Q3 | $3.94M | Buy |
21,516
+7,583
| +54% | +$1.39M | 0.35% | 63 |
|
|
2017
Q2 | $2.31M | Sell |
13,933
-28,030
| -67% | -$4.65M | 0.36% | 74 |
|
|
2017
Q1 | $6.97M | Buy |
41,963
+34,374
| +453% | +$5.71M | 0.71% | 29 |
|
|
2016
Q4 | $1.24M | Buy |
+7,589
| New | +$1.24M | 0.16% | 146 |
|