Lido 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 | $114M | Buy |
235,552
+27,005
| +13% | +$13.1M | 0.45% | 29 |
|
|
2025
Q1 | $111M | Buy |
208,547
+16,553
| +9% | +$8.82M | 0.5% | 21 |
|
|
2024
Q4 | $87M | Buy |
191,994
+16,597
| +9% | +$7.52M | 0.4% | 31 |
|
|
2024
Q3 | $80.7M | Buy |
175,397
+2,080
| +1% | +$957K | 0.4% | 24 |
|
|
2024
Q2 | $70.5M | Buy |
173,317
+14,674
| +9% | +$5.97M | 0.39% | 25 |
|
|
2024
Q1 | $66.7M | Sell |
158,643
-458
| -0.3% | -$193K | 0.39% | 24 |
|
|
2023
Q4 | $56.7M | Buy |
159,101
+13,832
| +10% | +$4.93M | 0.38% | 24 |
|
|
2023
Q3 | $50.9M | Buy |
145,269
+2,616
| +2% | +$916K | 0.39% | 28 |
|
|
2023
Q2 | $48.6M | Buy |
142,653
+370
| +0.3% | +$126K | 0.35% | 27 |
|
|
2023
Q1 | $43.9M | Buy |
142,283
+81,652
| +135% | +$25.2M | 0.43% | 21 |
|
|
2022
Q4 | $18.7M | Buy |
60,631
+2,741
| +5% | +$847K | 0.23% | 52 |
|
|
2022
Q3 | $15.5M | Sell |
57,890
-27,789
| -32% | -$7.42M | 0.19% | 47 |
|
|
2022
Q2 | $23.4M | Buy |
85,679
+25,002
| +41% | +$6.83M | 0.31% | 36 |
|
|
2022
Q1 | $21.4M | Buy |
60,677
+8,594
| +17% | +$3.03M | 0.24% | 40 |
|
|
2021
Q4 | $15.6M | Buy |
52,083
+2,683
| +5% | +$802K | 0.17% | 64 |
|
|
2021
Q3 | $13.5M | Sell |
49,400
-15,780
| -24% | -$4.31M | 0.19% | 61 |
|
|
2021
Q2 | $18.1M | Buy |
65,180
+984
| +2% | +$273K | 0.25% | 39 |
|
|
2021
Q1 | $16.4M | Buy |
64,196
+23,842
| +59% | +$6.09M | 0.28% | 38 |
|
|
2020
Q4 | $9.36M | Buy |
40,354
+5,264
| +15% | +$1.22M | 0.2% | 66 |
|
|
2020
Q3 | $7.47M | Sell |
35,090
-1,226
| -3% | -$261K | 0.19% | 60 |
|
|
2020
Q2 | $6.48M | Buy |
36,316
+5,754
| +19% | +$1.03M | 0.2% | 60 |
|
|
2020
Q1 | $5.59M | Buy |
30,562
+6,604
| +28% | +$1.21M | 0.24% | 55 |
|
|
2019
Q4 | $5.43M | Buy |
23,958
+1,803
| +8% | +$408K | 0.22% | 65 |
|
|
2019
Q3 | $4.61M | Buy |
22,155
+2,119
| +11% | +$441K | 0.23% | 59 |
|
|
2019
Q2 | $4.27M | Buy |
20,036
+58
| +0.3% | +$12.4K | 0.24% | 57 |
|
|
2019
Q1 | $4.01M | Sell |
19,978
-2,046
| -9% | -$411K | 0.26% | 59 |
|
|
2018
Q4 | $4.5M | Buy |
22,024
+1,770
| +9% | +$361K | 0.44% | 34 |
|
|
2018
Q3 | $4.34M | Buy |
20,254
+11,489
| +131% | +$2.46M | 0.42% | 33 |
|
|
2018
Q2 | $1.64M | Buy |
8,765
+302
| +4% | +$56.3K | 0.19% | 74 |
|
|
2018
Q1 | $1.69M | Buy |
8,463
+836
| +11% | +$167K | 0.23% | 58 |
|
|
2017
Q4 | $1.51M | Buy |
7,627
+177
| +2% | +$35.1K | 0.21% | 57 |
|
|
2017
Q3 | $1.39M | Buy |
7,450
+4,098
| +122% | +$766K | 0.22% | 55 |
|
|
2017
Q2 | $568K | Sell |
3,352
-830
| -20% | -$141K | 0.12% | 106 |
|
|
2017
Q1 | $690K | Sell |
4,182
-86
| -2% | -$14.2K | 0.19% | 79 |
|
|
2016
Q4 | $696K | Sell |
4,268
-410
| -9% | -$66.9K | 0.17% | 61 |
|
|
2016
Q3 | $676K | Sell |
4,678
-1,811
| -28% | -$262K | 0.21% | 52 |
|
|
2016
Q2 | $940K | Buy |
6,489
+692
| +12% | +$100K | 0.29% | 32 |
|
|
2016
Q1 | $822K | Buy |
+5,797
| New | +$822K | 0.28% | 35 |
|