LIG
Lokken Investment Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.41M | Buy |
4,966
+203
| +4% | +$98.6K | 0.93% | 28 |
|
2025
Q1 | $2.54M | Buy |
4,763
+178
| +4% | +$94.8K | 1.07% | 24 |
|
2024
Q4 | $2.08M | Buy |
4,585
+183
| +4% | +$83K | 0.9% | 31 |
|
2024
Q3 | $2.03M | Buy |
4,402
+4
| +0.1% | +$1.84K | 0.84% | 32 |
|
2024
Q2 | $1.79M | Buy |
4,398
+329
| +8% | +$134K | 0.84% | 29 |
|
2024
Q1 | $1.71M | Sell |
4,069
-30
| -0.7% | -$12.6K | 0.85% | 29 |
|
2023
Q4 | $1.46M | Buy |
4,099
+326
| +9% | +$116K | 0.83% | 28 |
|
2023
Q3 | $1.32M | Buy |
3,773
+228
| +6% | +$79.9K | 0.87% | 28 |
|
2023
Q2 | $1.21M | Buy |
3,545
+153
| +5% | +$52.2K | 0.79% | 32 |
|
2023
Q1 | $1.05M | Sell |
3,392
-7,252
| -68% | -$2.24M | 0.8% | 30 |
|
2022
Q4 | $3.29M | Buy |
10,644
+280
| +3% | +$86.5K | 2.6% | 9 |
|
2022
Q3 | $2.77M | Sell |
10,364
-10,424
| -50% | -$2.78M | 2.39% | 13 |
|
2022
Q2 | $5.68M | Buy |
20,788
+10,326
| +99% | +$2.82M | 4.6% | 4 |
|
2022
Q1 | $3.38M | Sell |
10,462
-1,221
| -10% | -$394K | 2.68% | 9 |
|
2021
Q4 | $3.49M | Sell |
11,683
-179
| -2% | -$53.5K | 2.49% | 10 |
|
2021
Q3 | $3.24M | Buy |
11,862
+167
| +1% | +$45.6K | 2.57% | 10 |
|
2021
Q2 | $3.25M | Buy |
11,695
+169
| +1% | +$47K | 2.64% | 10 |
|
2021
Q1 | $2.95M | Sell |
11,526
-260
| -2% | -$66.4K | 2.6% | 9 |
|
2020
Q4 | $2.73M | Buy |
+11,786
| New | +$2.73M | 2.5% | 11 |
|