LWM
Liberty Wealth Management’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 | $2.69M | Buy |
+5,537
| New | +$2.69M | 0.42% | 52 |
|
|
2025
Q1 | – | Sell |
-5,913
| Closed | -$2.68M | – | 161 |
|
|
2024
Q4 | $2.68M | Sell |
5,913
-25
| -0.4% | -$11.3K | 0.45% | 49 |
|
|
2024
Q3 | $2.73M | Sell |
5,938
-29,060
| -83% | -$13.4M | 0.46% | 46 |
|
|
2024
Q2 | $2.19M | Buy |
34,998
+29,521
| +539% | +$1.84M | 0.4% | 50 |
|
|
2024
Q1 | $2.3M | Sell |
5,477
-63
| -1% | -$26.5K | 0.45% | 45 |
|
|
2023
Q4 | $1.98M | Buy |
5,540
+31
| +0.6% | +$11.1K | 0.42% | 47 |
|
|
2023
Q3 | $1.93M | Hold |
5,509
| – | – | 0.48% | 43 |
|
|
2023
Q2 | $1.88M | Buy |
5,509
+104
| +2% | +$35.5K | 0.46% | 37 |
|
|
2023
Q1 | $1.67M | Buy |
+5,405
| New | +$1.67M | 0.34% | 54 |
|
|
2022
Q3 | $1.69M | Buy |
6,336
+268
| +4% | +$71.5K | 0.45% | 38 |
|
|
2022
Q2 | $1.66M | Buy |
6,068
+635
| +12% | +$173K | 0.67% | 35 |
|
|
2022
Q1 | $1.92M | Buy |
+5,433
| New | +$1.92M | 0.69% | 34 |
|
|
2021
Q4 | – | Sell |
-5,106
| Closed | -$1.39M | – | 57 |
|
|
2021
Q3 | $1.39M | Sell |
5,106
-146
| -3% | -$39.9K | 0.5% | 37 |
|
|
2021
Q2 | $1.46M | Buy |
5,252
+76
| +1% | +$21.1K | 0.57% | 31 |
|
|
2021
Q1 | $1.19M | Hold |
5,176
| – | – | 0.58% | 30 |
|
|
2020
Q4 | $1.19M | Buy |
5,176
+450
| +10% | +$103K | 0.58% | 30 |
|
|
2020
Q3 | $1.01M | Buy |
4,726
+138
| +3% | +$29.4K | 0.59% | 28 |
|
|
2020
Q2 | $819K | Sell |
4,588
-42
| -0.9% | -$7.5K | 0.58% | 30 |
|
|
2020
Q1 | $847K | Sell |
4,630
-4
| -0.1% | -$732 | 0.74% | 25 |
|
|
2019
Q4 | $1.05M | Buy |
4,634
+80
| +2% | +$18.1K | 0.83% | 23 |
|
|
2019
Q3 | $947K | Sell |
4,554
-223
| -5% | -$46.4K | 0.9% | 22 |
|
|
2019
Q2 | $1.02M | Buy |
4,777
+690
| +17% | +$147K | 0.89% | 17 |
|
|
2019
Q1 | $821K | Buy |
4,087
+119
| +3% | +$23.9K | 0.62% | 18 |
|
|
2018
Q4 | $810K | Buy |
+3,968
| New | +$810K | 0.6% | 19 |
|