LGWM
Litman Gregory Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-55,481
| Closed | -$17.2M | – | 86 |
|
|
2023
Q1 | $17.2M | Buy |
+55,481
| New | +$17.2M | 6.39% | 5 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$77K | – | 87 |
|
|
2021
Q1 | $77K | Hold |
300
| – | – | 0.02% | 86 |
|
|
2020
Q4 | $70K | Hold |
300
| – | – | 0.01% | 87 |
|
|
2020
Q3 | $64K | Hold |
300
| – | – | 0.01% | 90 |
|
|
2020
Q2 | $54K | Hold |
300
| – | – | 0.01% | 92 |
|
|
2020
Q1 | $55K | Hold |
300
| – | – | 0.01% | 80 |
|
|
2019
Q4 | $68K | Sell |
300
-31
| -9% | -$7.03K | 0.02% | 87 |
|
|
2019
Q3 | $69K | Sell |
331
-31
| -9% | -$6.46K | 0.02% | 70 |
|
|
2019
Q2 | $77K | Buy |
362
+62
| +21% | +$13.2K | 0.02% | 71 |
|
|
2019
Q1 | $60K | Hold |
300
| – | – | 0.02% | 64 |
|
|
2018
Q4 | $61K | Buy |
300
+100
| +50% | +$20.3K | 0.02% | 68 |
|
|
2018
Q3 | $43K | Hold |
200
| – | – | 0.01% | 59 |
|
|
2018
Q2 | $37K | Sell |
200
-1,931
| -91% | -$357K | 0.01% | 60 |
|
|
2018
Q1 | $425K | Buy |
+2,131
| New | +$425K | 0.17% | 28 |
|