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Lowe Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Lowe Wealth Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$279K Sell
574
-15
-3% -$7.29K 0.11% 49
2025
Q1 		$314K Buy
589
+184
+45% +$98K 0.13% 42
2024
Q4 		$184K Buy
405
+223
+123% +$101K 0.08% 57
2024
Q3 		$83.8K Buy
182
+62
+52% +$28.5K 0.04% 91
2024
Q2 		$48.8K Hold
120
– – 0.02% 122
2024
Q1 		$50.5K Hold
120
– – 0.02% 111
2023
Q4 		$42.8K Hold
120
– – 0.02% 124
2023
Q3 		$42K Hold
120
– – 0.02% 114
2023
Q2 		$40.9K Hold
120
– – 0.02% 122
2023
Q1 		$37.1K Hold
120
– – 0.02% 118
2022
Q4 		$37.1K Hold
120
– – 0.02% 120
2022
Q3 		$32K Hold
120
– – 0.02% 113
2022
Q2 		$33K Hold
120
– – 0.02% 116
2022
Q1 		$42K Hold
120
– – 0.02% 111
2021
Q4 		$36K Buy
120
+20
+20% +$6K 0.02% 119
2021
Q3 		$27K Sell
100
-100
-50% -$27K 0.01% 123
2021
Q2 		$56K Hold
200
– – 0.03% 87
2021
Q1 		$51K Hold
200
– – 0.03% 87
2020
Q4 		$46K Hold
200
– – 0.02% 89
2020
Q3 		$43K Hold
200
– – 0.02% 81
2020
Q2 		$36K Hold
200
– – 0.02% 82
2020
Q1 		$37K Hold
200
– – 0.03% 74
2019
Q4 		$45K Hold
200
– – 0.03% 68
2019
Q3 		$42K Hold
200
– – 0.03% 70
2019
Q2 		$43K Hold
200
– – 0.03% 66
2019
Q1 		$40K Hold
200
– – 0.02% 69
2018
Q4 		$41K Hold
200
– – 0.03% 61
2018
Q3 		$43K Hold
200
– – 0.03% 70
2018
Q2 		$37K Hold
200
– – 0.02% 76
2018
Q1 		$40K Hold
200
– – 0.03% 75
2017
Q4 		$40K Hold
200
– – 0.02% 76
2017
Q3 		$37K Hold
200
– – 0.02% 74
2017
Q2 		$34K Hold
200
– – 0.02% 74
2017
Q1 		$33K Hold
200
– – 0.02% 73
2016
Q4 		$33K Buy
200
+100
+100% +$16.5K 0.02% 71
2016
Q3 		$14K Hold
100
– – 0.01% 121
2016
Q2 		$14K Hold
100
– – 0.01% 120
2016
Q1 		$14K Hold
100
– – 0.01% 112
2015
Q4 		$13K Hold
100
– – 0.01% 115
2015
Q3 		$13K Buy
+100
New +$13K 0.01% 108