Lutz Financial Services’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 | $2.17M | Buy |
4,461
+51
| +1% | +$24.8K | 0.17% | 50 |
|
|
2025
Q1 | $2.35M | Hold |
4,410
| – | – | 0.19% | 50 |
|
|
2024
Q4 | $2M | Buy |
4,410
+582
| +15% | +$264K | 0.16% | 50 |
|
|
2024
Q3 | $1.76M | Sell |
3,828
-250
| -6% | -$115K | 0.14% | 51 |
|
|
2024
Q2 | $1.66M | Sell |
4,078
-510
| -11% | -$207K | 0.14% | 51 |
|
|
2024
Q1 | $1.93M | Hold |
4,588
| – | – | 0.17% | 51 |
|
|
2023
Q4 | $1.64M | Sell |
4,588
-582
| -11% | -$208K | 0.15% | 52 |
|
|
2023
Q3 | $1.81M | Buy |
5,170
+750
| +17% | +$263K | 0.2% | 50 |
|
|
2023
Q2 | $1.51M | Sell |
4,420
-3,502
| -44% | -$1.19M | 0.16% | 50 |
|
|
2023
Q1 | $2.45M | Sell |
7,922
-539
| -6% | -$166K | 0.28% | 48 |
|
|
2022
Q4 | $2.61M | Buy |
8,461
+2,919
| +53% | +$902K | 0.32% | 46 |
|
|
2022
Q3 | $1.48M | Buy |
5,542
+575
| +12% | +$154K | 0.2% | 45 |
|
|
2022
Q2 | $1.36M | Buy |
4,967
+2,971
| +149% | +$811K | 0.18% | 42 |
|
|
2022
Q1 | $704K | Sell |
1,996
-323
| -14% | -$114K | 0.09% | 48 |
|
|
2021
Q4 | $693K | Hold |
2,319
| – | – | 0.09% | 50 |
|
|
2021
Q3 | $633K | Sell |
2,319
-120
| -5% | -$32.8K | 0.08% | 53 |
|
|
2021
Q2 | $678K | Buy |
2,439
+530
| +28% | +$147K | 0.09% | 51 |
|
|
2021
Q1 | $488K | Sell |
1,909
-426
| -18% | -$109K | 0.07% | 52 |
|
|
2020
Q4 | $541K | Buy |
+2,335
| New | +$541K | 0.09% | 49 |
|
|
2019
Q4 | – | Sell |
-1,300
| Closed | -$270K | – | 67 |
|
|
2019
Q3 | $270K | Sell |
1,300
-101
| -7% | -$21K | 0.05% | 65 |
|
|
2019
Q2 | $299K | Hold |
1,401
| – | – | 0.06% | 61 |
|
|
2019
Q1 | $281K | Sell |
1,401
-2,917
| -68% | -$585K | 0.06% | 58 |
|
|
2018
Q4 | $882K | Buy |
4,318
+650
| +18% | +$133K | 0.2% | 43 |
|
|
2018
Q3 | $785K | Buy |
+3,668
| New | +$785K | 0.17% | 35 |
|
|
2018
Q2 | – | Sell |
-2,290
| Closed | -$457K | – | 43 |
|
|
2018
Q1 | $457K | Sell |
2,290
-18,888
| -89% | -$3.77M | 0.13% | 35 |
|
|
2017
Q4 | $4.2M | Buy |
+21,178
| New | +$4.2M | 1.22% | 18 |
|