LWM Advisory 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 | $4.84M | Buy |
9,973
+100
| +1% | +$48.6K | 3.34% | 7 |
|
|
2025
Q1 | $5.26M | Buy |
9,873
+968
| +11% | +$516K | 3.65% | 9 |
|
|
2024
Q4 | $4.03M | Sell |
8,905
-32
| -0.4% | -$14.5K | 2.81% | 8 |
|
|
2024
Q3 | $4.11M | Buy |
8,937
+844
| +10% | +$388K | 3.05% | 8 |
|
|
2024
Q2 | $3.29M | Sell |
8,093
-811
| -9% | -$330K | 2.76% | 8 |
|
|
2024
Q1 | $3.74M | Sell |
8,904
-122
| -1% | -$51.3K | 3% | 8 |
|
|
2023
Q4 | $3.22M | Buy |
9,026
+149
| +2% | +$53.1K | 2.83% | 7 |
|
|
2023
Q3 | $3.11M | Buy |
8,877
+153
| +2% | +$53.6K | 3.33% | 6 |
|
|
2023
Q2 | $2.97M | Buy |
8,724
+36
| +0.4% | +$12.3K | 3.14% | 7 |
|
|
2023
Q1 | $2.68M | Buy |
8,688
+16
| +0.2% | +$4.94K | 2.86% | 7 |
|
|
2022
Q4 | $2.68M | Sell |
8,672
-1,495
| -15% | -$462K | 2.96% | 10 |
|
|
2022
Q3 | $2.75M | Buy |
10,167
+733
| +8% | +$198K | 3.11% | 7 |
|
|
2022
Q2 | $2.58M | Buy |
9,434
+1,560
| +20% | +$426K | 3.09% | 6 |
|
|
2022
Q1 | $2.77M | Buy |
7,874
+916
| +13% | +$322K | 3.44% | 5 |
|
|
2021
Q4 | $2.08M | Buy |
+6,958
| New | +$2.08M | 2.58% | 6 |
|