Lutz Financial Services’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 | $729K | Hold |
1
| – | – | 0.06% | 65 |
|
|
2025
Q1 | $798K | Buy |
+1
| New | +$798K | 0.07% | 62 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | -$612K | – | 62 |
|
|
2018
Q4 | $612K | Hold |
2
| – | – | 0.14% | 49 |
|
|
2018
Q3 | $640K | Buy |
+2
| New | +$640K | 0.14% | 38 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | -$298K | – | 45 |
|
|
2017
Q4 | $298K | Buy |
+1
| New | +$298K | 0.09% | 45 |
|