Lloyd Advisory Services’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 | $225K | Buy |
+464
| New | +$225K | 0.11% | 92 |
|
|
2024
Q2 | – | Sell |
-8,430
| Closed | -$3.54M | – | 103 |
|
|
2024
Q1 | $3.54M | Buy |
8,430
+7,001
| +490% | +$2.94M | 0.76% | 15 |
|
|
2023
Q4 | $510K | Sell |
1,429
-4,795
| -77% | -$1.71M | 0.24% | 53 |
|
|
2023
Q3 | $2.18M | Buy |
+6,224
| New | +$2.18M | 0.72% | 25 |
|
|
2022
Q2 | – | Sell |
-128
| Closed | -$45K | – | 128 |
|
|
2022
Q1 | $45K | Buy |
128
+23
| +22% | +$8.09K | 0.02% | 240 |
|
|
2021
Q4 | $31K | Buy |
105
+100
| +2,000% | +$29.5K | 0.01% | 256 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 359 |
|
|
2021
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 368 |
|