Lodestone 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 | $3.15M | Sell |
6,477
-1,279
| -16% | -$621K | 1.53% | 19 |
|
|
2025
Q1 | $4.13M | Sell |
7,756
-203
| -3% | -$108K | 2.2% | 9 |
|
|
2024
Q4 | $3.61M | Sell |
7,959
-263
| -3% | -$119K | 1.81% | 13 |
|
|
2024
Q3 | $3.78M | Sell |
8,222
-93
| -1% | -$42.8K | 1.89% | 12 |
|
|
2024
Q2 | $3.38M | Sell |
8,315
-116
| -1% | -$47.2K | 1.78% | 10 |
|
|
2024
Q1 | $3.55M | Sell |
8,431
-27
| -0.3% | -$11.4K | 1.86% | 11 |
|
|
2023
Q4 | $3.02M | Buy |
8,458
+181
| +2% | +$64.6K | 1.75% | 13 |
|
|
2023
Q3 | $2.9M | Sell |
8,277
-43
| -0.5% | -$15.1K | 2.03% | 10 |
|
|
2023
Q2 | $2.84M | Buy |
8,320
+40
| +0.5% | +$13.6K | 1.94% | 12 |
|
|
2023
Q1 | $2.56M | Sell |
8,280
-67
| -0.8% | -$20.7K | 1.97% | 8 |
|
|
2022
Q4 | $2.58M | Buy |
+8,347
| New | +$2.58M | 2.08% | 10 |
|