LM 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 | $7.22M | Buy |
14,866
+145
| +1% | +$70.4K | 0.93% | 17 |
|
2025
Q1 | $7.84M | Buy |
14,721
+311
| +2% | +$166K | 1.41% | 16 |
|
2024
Q4 | $6.53M | Buy |
14,410
+89
| +0.6% | +$40.3K | 1.17% | 17 |
|
2024
Q3 | $6.59M | Hold |
14,321
| – | – | 1.34% | 16 |
|
2024
Q2 | $5.83M | Sell |
14,321
-8,766
| -38% | -$3.57M | 0.01% | 36 |
|
2024
Q1 | $9.71M | Buy |
23,087
+8,596
| +59% | +$3.61M | 1.54% | 12 |
|
2023
Q4 | $5.17M | Buy |
+14,491
| New | +$5.17M | 1.04% | 18 |
|