LJI Wealth Management’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 | $1.12M | Buy |
2,297
+356
| +18% | +$173K | 0.19% | 52 |
|
|
2025
Q1 | $1.03M | Buy |
1,941
+64
| +3% | +$34.1K | 0.21% | 50 |
|
|
2024
Q4 | $851K | Sell |
1,877
-138
| -7% | -$62.6K | 0.17% | 56 |
|
|
2024
Q3 | $927K | Buy |
2,015
+89
| +5% | +$41K | 0.19% | 59 |
|
|
2024
Q2 | $784K | Buy |
1,926
+1
| +0.1% | +$407 | 0.17% | 63 |
|
|
2024
Q1 | $810K | Buy |
1,925
+68
| +4% | +$28.6K | 0.21% | 51 |
|
|
2023
Q4 | $662K | Buy |
1,857
+39
| +2% | +$13.9K | 0.17% | 70 |
|
|
2023
Q3 | $637K | Sell |
1,818
-22
| -1% | -$7.71K | 0.18% | 65 |
|
|
2023
Q2 | $627K | Sell |
1,840
-29
| -2% | -$9.89K | 0.18% | 63 |
|
|
2023
Q1 | $577K | Buy |
1,869
+50
| +3% | +$15.4K | 0.18% | 61 |
|
|
2022
Q4 | $562K | Buy |
+1,819
| New | +$562K | 0.2% | 58 |
|