LIG
BRK.B icon

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