Lifeworks 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 | $897K | Buy |
1,846
+57
| +3% | +$27.7K | 0.13% | 138 |
|
|
2025
Q1 | $953K | Buy |
1,789
+90
| +5% | +$47.9K | 0.16% | 130 |
|
|
2024
Q4 | $770K | Sell |
1,699
-66
| -4% | -$29.9K | 0.14% | 136 |
|
|
2024
Q3 | $812K | Buy |
1,765
+178
| +11% | +$81.9K | 0.16% | 132 |
|
|
2024
Q2 | $646K | Buy |
1,587
+35
| +2% | +$14.2K | 0.18% | 115 |
|
|
2024
Q1 | $653K | Buy |
1,552
+511
| +49% | +$215K | 0.18% | 114 |
|
|
2023
Q4 | $371K | Sell |
1,041
-62
| -6% | -$22.1K | 0.13% | 145 |
|
|
2023
Q3 | $386K | Buy |
1,103
+215
| +24% | +$75.3K | 0.15% | 134 |
|
|
2023
Q2 | $303K | Buy |
888
+100
| +13% | +$34.1K | 0.13% | 126 |
|
|
2023
Q1 | $243K | Buy |
+788
| New | +$243K | 0.11% | 131 |
|
|
2022
Q4 | – | Sell |
-744
| Closed | -$220K | – | 114 |
|
|
2022
Q3 | $220K | Sell |
744
-919
| -55% | -$272K | 0.13% | 119 |
|
|
2022
Q2 | $454K | Buy |
1,663
+710
| +75% | +$194K | 0.29% | 91 |
|
|
2022
Q1 | $336K | Buy |
953
+94
| +11% | +$33.1K | 0.22% | 93 |
|
|
2021
Q4 | $257K | Buy |
+859
| New | +$257K | 0.2% | 100 |
|