Lion Street 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 | $915K | Buy |
1,883
+845
| +81% | +$410K | 0.28% | 84 |
|
2025
Q1 | $553K | Buy |
1,038
+436
| +72% | +$232K | 0.18% | 120 |
|
2024
Q4 | $273K | Sell |
602
-18
| -3% | -$8.16K | 0.09% | 213 |
|
2024
Q3 | $285K | Sell |
620
-92
| -13% | -$42.3K | 0.1% | 207 |
|
2024
Q2 | $290K | Sell |
712
-52
| -7% | -$21.2K | 0.11% | 198 |
|
2024
Q1 | $272K | Hold |
764
| – | – | 0.11% | 193 |
|
2023
Q4 | $272K | Buy |
764
+40
| +6% | +$14.3K | 0.11% | 193 |
|
2023
Q3 | $254K | Sell |
724
-660
| -48% | -$231K | 0.08% | 206 |
|
2023
Q2 | $397K | Buy |
1,384
+346
| +33% | +$99.3K | 0.13% | 148 |
|
2023
Q1 | $321K | Buy |
+1,038
| New | +$321K | 0.1% | 170 |
|
2020
Q2 | – | Sell |
-204
| Closed | -$37K | – | 78 |
|
2020
Q1 | $37K | Buy |
+204
| New | +$37K | 0.2% | 63 |
|