Lumbard & Kellner’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 | $1.48M | Sell |
3,041
-44
| -1% | -$21.4K | 0.64% | 43 |
|
2025
Q1 | $1.64M | Hold |
3,085
| – | – | 0.72% | 45 |
|
2024
Q4 | $1.4M | Sell |
3,085
-7
| -0.2% | -$3.17K | 0.6% | 46 |
|
2024
Q3 | $1.42M | Sell |
3,092
-43
| -1% | -$19.8K | 0.63% | 43 |
|
2024
Q2 | $1.28M | Sell |
3,135
-40
| -1% | -$16.3K | 0.6% | 45 |
|
2024
Q1 | $1.34M | Hold |
3,175
| – | – | 0.65% | 44 |
|
2023
Q4 | $1.13M | Buy |
3,175
+55
| +2% | +$19.6K | 0.66% | 38 |
|
2023
Q3 | $1.09M | Sell |
3,120
-413
| -12% | -$145K | 0.73% | 34 |
|
2023
Q2 | $1.2M | Hold |
3,533
| – | – | 0.67% | 37 |
|
2023
Q1 | $1.09M | Hold |
3,533
| – | – | 0.55% | 47 |
|
2022
Q4 | $1.09M | Buy |
3,533
+76
| +2% | +$23.5K | 0.53% | 48 |
|
2022
Q3 | $923K | Buy |
3,457
+39
| +1% | +$10.4K | 0.48% | 50 |
|
2022
Q2 | $933K | Hold |
3,418
| – | – | 0.48% | 46 |
|
2022
Q1 | $1.21M | Buy |
3,418
+44
| +1% | +$15.5K | 0.47% | 48 |
|
2021
Q4 | $1.01M | Sell |
3,374
-44
| -1% | -$13.1K | 0.38% | 53 |
|
2021
Q3 | $933K | Sell |
3,418
-160
| -4% | -$43.7K | 0.37% | 54 |
|
2021
Q2 | $994K | Sell |
3,578
-48
| -1% | -$13.3K | 0.38% | 53 |
|
2021
Q1 | $926K | Sell |
3,626
-54
| -1% | -$13.8K | 0.33% | 54 |
|
2020
Q4 | $853K | Buy |
+3,680
| New | +$853K | 0.34% | 60 |
|