LRI Investments’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 | $3.71M | Sell |
7,643
-168
| -2% | -$81.6K | 0.32% | 35 |
|
2025
Q1 | $4.16M | Buy |
7,811
+156
| +2% | +$83.1K | 0.4% | 28 |
|
2024
Q4 | $3.47M | Buy |
7,655
+137
| +2% | +$62.1K | 0.33% | 27 |
|
2024
Q3 | $3.52M | Buy |
7,518
+223
| +3% | +$104K | 0.34% | 27 |
|
2024
Q2 | $2.97M | Buy |
7,295
+5,019
| +221% | +$2.04M | 0.34% | 24 |
|
2024
Q1 | $957K | Buy |
+2,276
| New | +$957K | 0.24% | 47 |
|