LPWM LLC’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 | $4.61M | Buy |
9,495
+295
| +3% | +$143K | 1.35% | 13 |
|
|
2025
Q1 | $4.9M | Buy |
9,200
+140
| +2% | +$74.6K | 1.58% | 14 |
|
|
2024
Q4 | $4.11M | Sell |
9,060
-54
| -0.6% | -$24.5K | 1.32% | 16 |
|
|
2024
Q3 | $4.13M | Hold |
9,114
| – | – | 1.35% | 15 |
|
|
2024
Q2 | $3.73M | Buy |
9,114
+10
| +0.1% | +$4.09K | 1.29% | 17 |
|
|
2024
Q1 | $3.72M | Buy |
9,104
+79
| +0.9% | +$32.3K | 1.37% | 15 |
|
|
2023
Q4 | $3.3M | Sell |
9,025
-95
| -1% | -$34.7K | 1.3% | 15 |
|
|
2023
Q3 | $3.17M | Hold |
9,120
| – | – | 1.43% | 13 |
|
|
2023
Q2 | $3.12M | Buy |
+9,120
| New | +$3.12M | 1.38% | 13 |
|
|
2023
Q1 | – | Sell |
-8,897
| Closed | -$2.81M | – | 70 |
|
|
2022
Q4 | $2.81M | Hold |
8,897
| – | – | 1.51% | 12 |
|
|
2022
Q3 | $2.38M | Hold |
8,897
| – | – | 1.42% | 15 |
|
|
2022
Q2 | $2.5M | Sell |
8,897
-206
| -2% | -$57.9K | 1.39% | 15 |
|
|
2022
Q1 | $3.15M | Sell |
9,103
-191
| -2% | -$66.2K | 1.57% | 11 |
|
|
2021
Q4 | $2.78M | Hold |
9,294
| – | – | 1.47% | 10 |
|
|
2021
Q3 | $2.56M | Buy |
9,294
+25
| +0.3% | +$6.89K | 1.52% | 10 |
|
|
2021
Q2 | $2.6M | Buy |
9,269
+444
| +5% | +$125K | 1.56% | 10 |
|
|
2021
Q1 | $2.28M | Sell |
8,825
-70
| -0.8% | -$18.1K | 1.53% | 11 |
|
|
2020
Q4 | $2.06M | Sell |
8,895
-435
| -5% | -$101K | 1.54% | 9 |
|
|
2020
Q3 | $1.98M | Buy |
9,330
+250
| +3% | +$53K | 1.61% | 10 |
|
|
2020
Q2 | $1.62M | Sell |
9,080
-105
| -1% | -$18.7K | 1.48% | 11 |
|
|
2020
Q1 | $1.68M | Buy |
9,185
+1,189
| +15% | +$217K | 1.83% | 9 |
|
|
2019
Q4 | $1.81M | Buy |
+7,996
| New | +$1.81M | 1.67% | 11 |
|