Lorne Steinberg 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 | $11.2M | Sell |
23,126
-160
| -0.7% | -$77.7K | 2.93% | 4 |
|
|
2025
Q1 | $12.4M | Buy |
23,286
+55
| +0.2% | +$29.3K | 3.61% | 2 |
|
|
2024
Q4 | $10.5M | Buy |
23,231
+142
| +0.6% | +$64.4K | 3.05% | 5 |
|
|
2024
Q3 | $10.6M | Sell |
23,089
-90
| -0.4% | -$41.4K | 3.07% | 4 |
|
|
2024
Q2 | $9.43M | Sell |
23,179
-185
| -0.8% | -$75.3K | 3.04% | 5 |
|
|
2024
Q1 | $9.83M | Buy |
23,364
+7
| +0% | +$2.94K | 3.07% | 4 |
|
|
2023
Q4 | $8.33M | Buy |
23,357
+174
| +0.8% | +$62.1K | 2.8% | 5 |
|
|
2023
Q3 | $8.12M | Sell |
23,183
-527
| -2% | -$185K | 3.13% | 3 |
|
|
2023
Q2 | $8.09M | Sell |
23,710
-183
| -0.8% | -$62.4K | 3.05% | 3 |
|
|
2023
Q1 | $7.38M | Sell |
23,893
-6
| -0% | -$1.85K | 2.95% | 3 |
|
|
2022
Q4 | $7.38M | Buy |
23,899
+17
| +0.1% | +$5.25K | 3.17% | 2 |
|
|
2022
Q3 | $6.38M | Buy |
23,882
+2,675
| +13% | +$714K | 3.1% | 7 |
|
|
2022
Q2 | $5.79M | Buy |
21,207
+257
| +1% | +$70.2K | 2.72% | 9 |
|
|
2022
Q1 | $7.39M | Sell |
20,950
-377
| -2% | -$133K | 3.41% | 4 |
|
|
2021
Q4 | $6.38M | Sell |
21,327
-245
| -1% | -$73.3K | 2.74% | 10 |
|
|
2021
Q3 | $5.89M | Buy |
21,572
+266
| +1% | +$72.6K | 2.85% | 9 |
|
|
2021
Q2 | $5.92M | Buy |
21,306
+244
| +1% | +$67.8K | 2.91% | 8 |
|
|
2021
Q1 | $5.78M | Buy |
21,062
+99
| +0.5% | +$27.2K | 3.06% | 8 |
|
|
2020
Q4 | $4.88M | Buy |
+20,963
| New | +$4.88M | 3.04% | 9 |
|