Live Oak Private Wealth’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 | $32.2M | Sell |
66,230
-231
| -0.3% | -$112K | 4.8% | 1 |
|
|
2025
Q1 | $35.4M | Sell |
66,461
-786
| -1% | -$419K | 5.74% | 1 |
|
|
2024
Q4 | $30.5M | Sell |
67,247
-4,554
| -6% | -$2.06M | 5.12% | 1 |
|
|
2024
Q3 | $33M | Sell |
71,801
-713
| -1% | -$328K | 5.36% | 1 |
|
|
2024
Q2 | $29.5M | Sell |
72,514
-1,234
| -2% | -$502K | 5.07% | 1 |
|
|
2024
Q1 | $31M | Sell |
73,748
-677
| -0.9% | -$285K | 5.37% | 1 |
|
|
2023
Q4 | $26.5M | Sell |
74,425
-734
| -1% | -$262K | 4.99% | 1 |
|
|
2023
Q3 | $26.3M | Buy |
75,159
+45
| +0.1% | +$15.8K | 5.6% | 1 |
|
|
2023
Q2 | $25.6M | Buy |
75,114
+200
| +0.3% | +$68.2K | 5.1% | 1 |
|
|
2023
Q1 | $23.1M | Buy |
74,914
+453
| +0.6% | +$140K | 4.78% | 1 |
|
|
2022
Q4 | $23M | Sell |
74,461
-230
| -0.3% | -$71K | 4.76% | 1 |
|
|
2022
Q3 | $19.9M | Buy |
74,691
+888
| +1% | +$237K | 4.48% | 1 |
|
|
2022
Q2 | $20.2M | Buy |
73,803
+2,267
| +3% | +$619K | 4.24% | 1 |
|
|
2022
Q1 | $25.2M | Buy |
71,536
+1,549
| +2% | +$547K | 4.89% | 1 |
|
|
2021
Q4 | $20.9M | Buy |
69,987
+583
| +0.8% | +$174K | 3.92% | 1 |
|
|
2021
Q3 | $18.9M | Buy |
69,404
+1,270
| +2% | +$347K | 3.85% | 1 |
|
|
2021
Q2 | $18.9M | Buy |
68,134
+1,168
| +2% | +$325K | 4.18% | 1 |
|
|
2021
Q1 | $17.1M | Buy |
66,966
+2,493
| +4% | +$637K | 4.2% | 1 |
|
|
2020
Q4 | $14.9M | Buy |
64,473
+2,637
| +4% | +$611K | 4.19% | 1 |
|
|
2020
Q3 | $13.2M | Sell |
61,836
-2,094
| -3% | -$446K | 4.53% | 1 |
|
|
2020
Q2 | $11.4M | Buy |
63,930
+22,034
| +53% | +$3.93M | 4.14% | 1 |
|
|
2020
Q1 | $7.66M | Buy |
41,896
+14,298
| +52% | +$2.61M | 7.86% | 1 |
|
|
2019
Q4 | $6.25M | Buy |
+27,598
| New | +$6.25M | 6.08% | 1 |
|