LGT Financial Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Hold |
50
| – | – | 0.06% | 147 |
|
|
2025
Q1 | $26.6K | Sell |
50
-450
| -90% | -$240K | 0.08% | 133 |
|
|
2024
Q4 | $227K | Buy |
+500
| New | +$227K | 0.5% | 39 |
|
|
2024
Q2 | – | Sell |
-1,608
| Closed | -$676K | – | 786 |
|
|
2024
Q1 | $676K | Hold |
1,608
| – | – | 0.79% | 23 |
|
|
2023
Q4 | $574K | Hold |
1,608
| – | – | 0.7% | 26 |
|
|
2023
Q3 | $563K | Sell |
1,608
-416
| -21% | -$146K | 0.72% | 23 |
|
|
2023
Q2 | $690K | Buy |
2,024
+416
| +26% | +$142K | 0.73% | 45 |
|
|
2023
Q1 | $497K | Hold |
1,608
| – | – | 0.92% | 19 |
|
|
2022
Q4 | $497K | Buy |
+1,608
| New | +$497K | 0.58% | 32 |
|