LA
LVW Advisors’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 | $6.9M | Buy |
14,198
+63
| +0.4% | +$30.6K | 0.75% | 25 |
|
|
2025
Q1 | $7.53M | Buy |
14,135
+84
| +0.6% | +$44.7K | 0.9% | 19 |
|
|
2024
Q4 | $6.37M | Sell |
14,051
-321
| -2% | -$146K | 0.77% | 26 |
|
|
2024
Q3 | $6.61M | Sell |
14,372
-543
| -4% | -$250K | 0.84% | 21 |
|
|
2024
Q2 | $6.07M | Buy |
14,915
+169
| +1% | +$68.7K | 0.89% | 22 |
|
|
2024
Q1 | $6.2M | Sell |
14,746
-95
| -0.6% | -$39.9K | 1.05% | 16 |
|
|
2023
Q4 | $5.29M | Sell |
14,841
-80
| -0.5% | -$28.5K | 0.99% | 17 |
|
|
2023
Q3 | $5.23M | Sell |
14,921
-2,183
| -13% | -$765K | 1.08% | 13 |
|
|
2023
Q2 | $5.83M | Sell |
17,104
-1,871
| -10% | -$638K | 1.12% | 12 |
|
|
2023
Q1 | $5.86M | Sell |
18,975
-488
| -3% | -$151K | 1.15% | 14 |
|
|
2022
Q4 | $6.01M | Sell |
19,463
-306
| -2% | -$94.5K | 1.22% | 13 |
|
|
2022
Q3 | $5.28M | Buy |
19,769
+353
| +2% | +$94.3K | 1.18% | 15 |
|
|
2022
Q2 | $5.3M | Sell |
19,416
-358
| -2% | -$97.7K | 1.08% | 17 |
|
|
2022
Q1 | $6.98M | Sell |
19,774
-318
| -2% | -$112K | 1.18% | 14 |
|
|
2021
Q4 | $6.01M | Sell |
20,092
-3,534
| -15% | -$1.06M | 1.02% | 15 |
|
|
2021
Q3 | $6.45M | Sell |
23,626
-192
| -0.8% | -$52.4K | 1.11% | 15 |
|
|
2021
Q2 | $6.62M | Buy |
23,818
+140
| +0.6% | +$38.9K | 1.17% | 14 |
|
|
2021
Q1 | $6.05M | Buy |
23,678
+1,181
| +5% | +$302K | 1.16% | 16 |
|
|
2020
Q4 | $5.22M | Buy |
22,497
+988
| +5% | +$229K | 1.05% | 21 |
|
|
2020
Q3 | $4.58M | Buy |
21,509
+768
| +4% | +$164K | 1.01% | 19 |
|
|
2020
Q2 | $3.7M | Buy |
20,741
+1,250
| +6% | +$223K | 0.89% | 29 |
|
|
2020
Q1 | $3.56M | Buy |
19,491
+1,208
| +7% | +$221K | 0.95% | 26 |
|
|
2019
Q4 | $4.14M | Buy |
18,283
+532
| +3% | +$120K | 0.94% | 25 |
|
|
2019
Q3 | $3.69M | Sell |
17,751
-28
| -0.2% | -$5.83K | 0.92% | 25 |
|
|
2019
Q2 | $3.79M | Sell |
17,779
-2,256
| -11% | -$481K | 1.05% | 25 |
|
|
2019
Q1 | $4.03M | Buy |
20,035
+4,577
| +30% | +$920K | 1.07% | 22 |
|
|
2018
Q4 | $3.16M | Buy |
15,458
+1,944
| +14% | +$397K | 1.07% | 26 |
|
|
2018
Q3 | $2.89M | Sell |
13,514
-81
| -0.6% | -$17.3K | 0.81% | 32 |
|
|
2018
Q2 | $2.54M | Sell |
13,595
-67
| -0.5% | -$12.5K | 0.8% | 33 |
|
|
2018
Q1 | $2.73M | Buy |
13,662
+1,841
| +16% | +$367K | 0.85% | 27 |
|
|
2017
Q4 | $2.34M | Buy |
11,821
+2,517
| +27% | +$499K | 0.68% | 37 |
|
|
2017
Q3 | $1.71M | Buy |
9,304
+4,419
| +90% | +$810K | 0.68% | 34 |
|
|
2017
Q2 | $827K | Sell |
4,885
-1,282
| -21% | -$217K | 0.29% | 47 |
|
|
2017
Q1 | $1.03M | Sell |
6,167
-235
| -4% | -$39.2K | 0.37% | 44 |
|
|
2016
Q4 | $1.04M | Buy |
6,402
+22
| +0.3% | +$3.58K | 0.36% | 45 |
|
|
2016
Q3 | $922K | Buy |
6,380
+49
| +0.8% | +$7.08K | 0.3% | 46 |
|
|
2016
Q2 | $917K | Sell |
6,331
-2,479
| -28% | -$359K | 0.34% | 45 |
|
|
2016
Q1 | $1.25M | Buy |
8,810
+1,195
| +16% | +$170K | 0.4% | 43 |
|
|
2015
Q4 | $1.01M | Buy |
7,615
+96
| +1% | +$12.7K | 0.39% | 47 |
|
|
2015
Q3 | $980K | Buy |
7,519
+2,010
| +36% | +$262K | 0.45% | 49 |
|
|
2015
Q2 | $750K | Sell |
5,509
-13
| -0.2% | -$1.77K | 0.32% | 57 |
|
|
2015
Q1 | $797K | Sell |
5,522
-412
| -7% | -$59.5K | 0.38% | 53 |
|
|
2014
Q4 | $891K | Buy |
+5,934
| New | +$891K | 0.49% | 45 |
|