LWA
Lineweaver Wealth 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 | $8.1M | Buy |
16,673
+1,439
| +9% | +$699K | 1.28% | 20 |
|
|
2025
Q1 | $8.11M | Buy |
15,234
+1,178
| +8% | +$627K | 1.38% | 16 |
|
|
2024
Q4 | $6.37M | Buy |
14,056
+1,034
| +8% | +$469K | 1.18% | 20 |
|
|
2024
Q3 | $5.99M | Buy |
13,022
+418
| +3% | +$192K | 1.14% | 21 |
|
|
2024
Q2 | $5.13M | Buy |
12,604
+582
| +5% | +$237K | 1.06% | 21 |
|
|
2024
Q1 | $5.06M | Buy |
12,022
+495
| +4% | +$208K | 1.2% | 18 |
|
|
2023
Q4 | $4.11M | Buy |
11,527
+1,417
| +14% | +$505K | 1.07% | 18 |
|
|
2023
Q3 | $3.54M | Buy |
10,110
+535
| +6% | +$187K | 1.03% | 19 |
|
|
2023
Q2 | $3.27M | Sell |
9,575
-618
| -6% | -$211K | 0.93% | 20 |
|
|
2023
Q1 | $3.15M | Buy |
10,193
+157
| +2% | +$48.5K | 0.97% | 19 |
|
|
2022
Q4 | $3.1M | Sell |
10,036
-505
| -5% | -$156K | 0.94% | 22 |
|
|
2022
Q3 | $2.82M | Buy |
10,541
+801
| +8% | +$214K | 0.91% | 25 |
|
|
2022
Q2 | $2.66M | Buy |
9,740
+3,699
| +61% | +$1.01M | 0.88% | 22 |
|
|
2022
Q1 | $2.13M | Buy |
6,041
+95
| +2% | +$33.5K | 0.61% | 31 |
|
|
2021
Q4 | $1.78M | Sell |
5,946
-64
| -1% | -$19.1K | 0.51% | 36 |
|
|
2021
Q3 | $1.64M | Buy |
6,010
+43
| +0.7% | +$11.7K | 0.5% | 36 |
|
|
2021
Q2 | $1.66M | Buy |
5,967
+403
| +7% | +$112K | 0.54% | 33 |
|
|
2021
Q1 | $1.42M | Buy |
5,564
+875
| +19% | +$223K | 0.5% | 35 |
|
|
2020
Q4 | $1.09M | Buy |
4,689
+199
| +4% | +$46.1K | 0.43% | 31 |
|
|
2020
Q3 | $956K | Buy |
4,490
+66
| +1% | +$14.1K | 0.43% | 33 |
|
|
2020
Q2 | $789K | Buy |
4,424
+404
| +10% | +$72.1K | 0.4% | 32 |
|
|
2020
Q1 | $736K | Buy |
4,020
+431
| +12% | +$78.9K | 0.46% | 30 |
|
|
2019
Q4 | $812K | Buy |
+3,589
| New | +$812K | 0.46% | 26 |
|