LP
LGL Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,199
| Closed | -$1.9M | – | 63 |
|
|
2024
Q4 | $1.9M | Buy |
4,199
+34
| +0.8% | +$15.4K | 0.28% | 32 |
|
|
2024
Q3 | $1.92M | Sell |
4,165
-157
| -4% | -$72.3K | 0.27% | 31 |
|
|
2024
Q2 | $1.76M | Sell |
4,322
-178
| -4% | -$72.4K | 0.26% | 33 |
|
|
2024
Q1 | $1.89M | Hold |
4,500
| – | – | 0.32% | 30 |
|
|
2023
Q4 | $1.6M | Hold |
4,500
| – | – | 0.22% | 34 |
|
|
2023
Q3 | $1.58M | Hold |
4,500
| – | – | 0.28% | 31 |
|
|
2023
Q2 | $1.53M | Buy |
4,500
+375
| +9% | +$128K | 0.26% | 32 |
|
|
2023
Q1 | $1.27M | Buy |
4,125
+78
| +2% | +$24.1K | 0.22% | 31 |
|
|
2022
Q4 | $1.25M | Sell |
4,047
-125
| -3% | -$38.6K | 0.23% | 32 |
|
|
2022
Q3 | $1.11M | Buy |
4,172
+98
| +2% | +$26.2K | 0.23% | 29 |
|
|
2022
Q2 | $1.11M | Hold |
4,074
| – | – | 0.18% | 28 |
|
|
2022
Q1 | $1.44M | Sell |
4,074
-1,094
| -21% | -$386K | 0.19% | 28 |
|
|
2021
Q4 | $1.55M | Buy |
5,168
+125
| +2% | +$37.4K | 0.18% | 30 |
|
|
2021
Q3 | $1.38M | Hold |
5,043
| – | – | 0.84% | 18 |
|
|
2021
Q2 | $1.4M | Sell |
5,043
-197
| -4% | -$54.8K | 0.84% | 20 |
|
|
2021
Q1 | $1.34M | Sell |
5,240
-120
| -2% | -$30.7K | 0.77% | 23 |
|
|
2020
Q4 | $1.24M | Buy |
5,360
+10
| +0.2% | +$2.32K | 0.72% | 27 |
|
|
2020
Q3 | $1.14M | Sell |
5,350
-29
| -0.5% | -$6.17K | 0.69% | 29 |
|
|
2020
Q2 | $960K | Buy |
5,379
+50
| +0.9% | +$8.92K | 0.6% | 30 |
|
|
2020
Q1 | $974K | Buy |
5,329
+51
| +1% | +$9.32K | 0.64% | 27 |
|
|
2019
Q4 | $1.2M | Buy |
5,278
+63
| +1% | +$14.3K | 0.39% | 28 |
|
|
2019
Q3 | $1.09M | Buy |
5,215
+200
| +4% | +$41.6K | 0.45% | 31 |
|
|
2019
Q2 | $1.07M | Sell |
5,015
-130
| -3% | -$27.7K | 0.42% | 33 |
|
|
2019
Q1 | $1.03M | Buy |
+5,145
| New | +$1.03M | 0.39% | 40 |
|
|
2017
Q3 | – | Sell |
-2,488
| Closed | -$421K | – | 58 |
|
|
2017
Q2 | $421K | Hold |
2,488
| – | – | 0.23% | 55 |
|
|
2017
Q1 | $415K | Sell |
2,488
-434
| -15% | -$72.4K | 0.21% | 54 |
|
|
2016
Q4 | $476K | Hold |
2,922
| – | – | 0.26% | 49 |
|
|
2016
Q3 | $420K | Hold |
2,922
| – | – | 0.22% | 52 |
|
|
2016
Q2 | $415K | Hold |
2,922
| – | – | 0.23% | 54 |
|
|
2016
Q1 | $415K | Buy |
2,922
+200
| +7% | +$28.4K | 0.21% | 56 |
|
|
2015
Q4 | $359K | Buy |
+2,722
| New | +$359K | 0.2% | 62 |
|