LFASL
Lugano Financial Advisors SA (LFA)’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.9K | Buy |
109
+99
| +990% | +$48.1K | 0.03% | 134 |
|
|
2025
Q1 | $5.33K | Hold |
10
| – | – | ﹤0.01% | 189 |
|
|
2024
Q4 | $4.53K | Hold |
10
| – | – | ﹤0.01% | 192 |
|
|
2024
Q3 | $4.6K | Hold |
10
| – | – | ﹤0.01% | 182 |
|
|
2024
Q2 | $4.07K | Hold |
10
| – | – | ﹤0.01% | 170 |
|
|
2024
Q1 | $4.21K | Hold |
10
| – | – | ﹤0.01% | 160 |
|
|
2023
Q4 | $3.57K | Sell |
10
-200
| -95% | -$71.3K | ﹤0.01% | 169 |
|
|
2023
Q3 | $73.6K | Hold |
210
| – | – | 0.06% | 96 |
|
|
2023
Q2 | $71.6K | Buy |
210
+50
| +31% | +$17.1K | 0.05% | 115 |
|
|
2023
Q1 | $49.4K | Hold |
160
| – | – | 0.04% | 90 |
|
|
2022
Q4 | $49.4K | Buy |
160
+150
| +1,500% | +$46.3K | 0.04% | 93 |
|
|
2022
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 111 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 129 |
|
|
2022
Q1 | $3K | Sell |
10
-150
| -94% | -$45K | ﹤0.01% | 107 |
|
|
2021
Q4 | $48K | Buy |
160
+150
| +1,500% | +$45K | 0.03% | 97 |
|
|
2021
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 103 |
|
|
2021
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 95 |
|
|
2021
Q1 | $3K | Sell |
10
-2,239
| -100% | -$672K | ﹤0.01% | 91 |
|
|
2020
Q4 | $521K | Hold |
2,249
| – | – | 0.4% | 37 |
|
|
2020
Q3 | $490K | Hold |
2,249
| – | – | 0.45% | 37 |
|
|
2020
Q2 | $407K | Hold |
2,249
| – | – | 0.43% | 38 |
|
|
2020
Q1 | $505K | Sell |
2,249
-27
| -1% | -$6.06K | 0.45% | 38 |
|
|
2019
Q4 | $516K | Buy |
+2,276
| New | +$516K | 0.38% | 40 |
|
|
2019
Q2 | $485K | Hold |
2,276
| – | – | 0.3% | 38 |
|
|
2019
Q1 | $457K | Buy |
2,276
+37
| +2% | +$7.43K | 0.27% | 39 |
|
|
2018
Q4 | $479K | Hold |
2,239
| – | – | 0.33% | 47 |
|
|
2018
Q3 | $479K | Buy |
2,239
+697
| +45% | +$149K | 0.33% | 47 |
|
|
2018
Q2 | $286K | Buy |
+1,542
| New | +$286K | 0.27% | 52 |
|