LMG Wealth Partners’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 | $5.97M | Sell |
12,288
-3
| -0% | -$1.46K | 1.23% | 26 |
|
|
2025
Q1 | $6.55M | Buy |
12,291
+170
| +1% | +$90.5K | 1.46% | 23 |
|
|
2024
Q4 | $5.49M | Buy |
12,121
+14
| +0.1% | +$6.35K | 1.2% | 29 |
|
|
2024
Q3 | $5.57M | Buy |
12,107
+7,110
| +142% | +$3.27M | 1.28% | 29 |
|
|
2024
Q2 | $2.03M | Buy |
4,997
+30
| +0.6% | +$12.2K | 0.51% | 51 |
|
|
2024
Q1 | $2.09M | Buy |
4,967
+32
| +0.6% | +$13.5K | 0.53% | 52 |
|
|
2023
Q4 | $1.76M | Buy |
4,935
+35
| +0.7% | +$12.5K | 0.49% | 57 |
|
|
2023
Q3 | $1.72M | Buy |
4,900
+34
| +0.7% | +$11.9K | 0.52% | 53 |
|
|
2023
Q2 | $1.66M | Buy |
4,866
+38
| +0.8% | +$13K | 0.51% | 51 |
|
|
2023
Q1 | $1.49M | Buy |
4,828
+31
| +0.6% | +$9.57K | 0.48% | 51 |
|
|
2022
Q4 | $1.51M | Buy |
+4,797
| New | +$1.51M | 0.5% | 48 |
|