Lumbard & Kellner’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.64M | Hold |
5
| – | – | 1.59% | 28 |
|
2025
Q1 | $3.99M | Hold |
5
| – | – | 1.76% | 20 |
|
2024
Q4 | $3.4M | Buy |
5
+1
| +25% | +$681K | 1.46% | 27 |
|
2024
Q3 | $2.76M | Hold |
4
| – | – | 1.22% | 38 |
|
2024
Q2 | $2.45M | Hold |
4
| – | – | 1.16% | 39 |
|
2024
Q1 | $2.54M | Hold |
4
| – | – | 1.23% | 36 |
|
2023
Q4 | $2.17M | Hold |
4
| – | – | 1.26% | 31 |
|
2023
Q3 | $2.13M | Hold |
4
| – | – | 1.41% | 27 |
|
2023
Q2 | $2.07M | Buy |
+4
| New | +$2.07M | 1.16% | 30 |
|
2023
Q1 | – | Sell |
-4
| Closed | -$1.87M | – | 91 |
|
2022
Q4 | $1.87M | Hold |
4
| – | – | 0.92% | 39 |
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 0.84% | 41 |
|
2022
Q2 | $1.64M | Hold |
4
| – | – | 0.84% | 43 |
|
2022
Q1 | $2.12M | Hold |
4
| – | – | 0.83% | 38 |
|
2021
Q4 | $1.8M | Hold |
4
| – | – | 0.68% | 45 |
|
2021
Q3 | $1.65M | Buy |
4
+2
| +100% | +$823K | 0.65% | 47 |
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.32% | 56 |
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.27% | 59 |
|
2020
Q4 | $696K | Buy |
+2
| New | +$696K | 0.27% | 65 |
|