Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.67M | Sell |
4,888
-35
| -0.7% | -$11.9K | 0.99% | 21 |
|
|
2023
Q1 | $1.52M | Sell |
4,923
-60
| -1% | -$18.5K | 0.85% | 25 |
|
|
2022
Q4 | $1.54M | Sell |
4,983
-204
| -4% | -$63K | 0.86% | 27 |
|
|
2022
Q3 | $1.39M | Sell |
5,187
-76
| -1% | -$20.3K | 0.74% | 29 |
|
|
2022
Q2 | $1.44M | Sell |
5,263
-376
| -7% | -$103K | 0.64% | 33 |
|
|
2022
Q1 | $1.99M | Buy |
5,639
+473
| +9% | +$167K | 0.8% | 23 |
|
|
2021
Q4 | $1.55M | Buy |
5,166
+202
| +4% | +$60.4K | 0.6% | 31 |
|
|
2021
Q3 | $1.36M | Buy |
4,964
+433
| +10% | +$118K | 0.55% | 36 |
|
|
2021
Q2 | $1.26M | Buy |
4,531
+332
| +8% | +$92.3K | 0.52% | 37 |
|
|
2021
Q1 | $1.07M | Buy |
4,199
+995
| +31% | +$254K | 0.56% | 37 |
|
|
2020
Q4 | $743K | Buy |
+3,204
| New | +$743K | 0.7% | 35 |
|