LAM
Lummis Asset Management’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 | $7.79M | Sell |
16,294
-66
| -0.4% | -$31.6K | 5.1% | 4 |
|
|
2025
Q1 | $8.72M | Buy |
16,360
+7,488
| +84% | +$3.99M | 6.05% | 4 |
|
|
2024
Q4 | $4.02M | Sell |
8,872
-1,525
| -15% | -$691K | 5.1% | 4 |
|
|
2024
Q3 | $4.79M | Buy |
10,397
+1,485
| +17% | +$683K | 5.59% | 4 |
|
|
2024
Q2 | $3.63M | Buy |
8,912
+113
| +1% | +$46K | 4.79% | 4 |
|
|
2024
Q1 | $3.7M | Sell |
8,799
-6,070
| -41% | -$2.55M | 4.96% | 4 |
|
|
2023
Q4 | $5.3M | Buy |
+14,869
| New | +$5.3M | 4.06% | 5 |
|