LifeSteps Financial’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 | $1.56M | Sell |
3,221
-41
| -1% | -$19.9K | 1.08% | 20 |
|
|
2025
Q1 | $1.74M | Sell |
3,262
-76
| -2% | -$40.5K | 1.41% | 19 |
|
|
2024
Q4 | $1.51M | Sell |
3,338
-2
| -0.1% | -$907 | 1.16% | 20 |
|
|
2024
Q3 | $1.54M | Hold |
3,340
| – | – | 1.2% | 20 |
|
|
2024
Q2 | $1.36M | Sell |
3,340
-32
| -0.9% | -$13K | 1.12% | 21 |
|
|
2024
Q1 | $1.42M | Hold |
3,372
| – | – | 1.07% | 21 |
|
|
2023
Q4 | $1.2M | Sell |
3,372
-67
| -2% | -$23.9K | 1.07% | 22 |
|
|
2023
Q3 | $1.2M | Sell |
3,439
-19
| -0.5% | -$6.66K | 1.23% | 21 |
|
|
2023
Q2 | $1.18M | Sell |
3,458
-2
| -0.1% | -$682 | 1.17% | 22 |
|
|
2023
Q1 | $1.07M | Sell |
3,460
-400
| -10% | -$124K | 1.13% | 22 |
|
|
2022
Q4 | $1.19M | Buy |
3,860
+704
| +22% | +$217K | 1.24% | 21 |
|
|
2022
Q3 | $843K | Buy |
3,156
+100
| +3% | +$26.7K | 0.95% | 26 |
|
|
2022
Q2 | $834K | Buy |
3,056
+17
| +0.6% | +$4.64K | 0.87% | 25 |
|
|
2022
Q1 | $1.07M | Buy |
3,039
+160
| +6% | +$56.4K | 0.79% | 28 |
|
|
2021
Q4 | $861K | Sell |
2,879
-64
| -2% | -$19.1K | 0.61% | 35 |
|
|
2021
Q3 | $803K | Buy |
2,943
+20
| +0.7% | +$5.46K | 0.61% | 32 |
|
|
2021
Q2 | $812K | Sell |
2,923
-110
| -4% | -$30.6K | 0.62% | 32 |
|
|
2021
Q1 | $775K | Hold |
3,033
| – | – | 0.65% | 27 |
|
|
2020
Q4 | $703K | Sell |
3,033
-562
| -16% | -$130K | 0.64% | 27 |
|
|
2020
Q3 | $766K | Buy |
3,595
+130
| +4% | +$27.7K | 0.81% | 23 |
|
|
2020
Q2 | $619K | Buy |
3,465
+244
| +8% | +$43.6K | 0.71% | 28 |
|
|
2020
Q1 | $589K | Buy |
3,221
+100
| +3% | +$18.3K | 0.68% | 32 |
|
|
2019
Q4 | $707K | Buy |
+3,121
| New | +$707K | 0.67% | 33 |
|