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