Lyell Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Lyell Wealth Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.17M	Buy	16,827 +9,452	+128%	+$4.59M	0.65%	58
2025 Q1	$3.93M	Buy	7,375 +702	+11%	+$374K	0.37%	71
2024 Q4	$3.02M	Buy	6,673 +179	+3%	+$81.1K	0.27%	85
2024 Q3	$2.99M	Hold	6,494	–	–	0.27%	89
2024 Q2	$2.64M	Hold	6,494	–	–	0.25%	90
2024 Q1	$2.73M	Sell	6,494 -21	-0.3%	-$8.83K	0.28%	87
2023 Q4	$2.32M	Buy	6,515 +257	+4%	+$91.7K	0.26%	89
2023 Q3	$2.19M	Hold	6,258	–	–	0.29%	88
2023 Q2	$2.13M	Sell	6,258 -714	-10%	-$243K	0.27%	90
2023 Q1	$2.15M	Sell	6,972 -90	-1%	-$27.8K	0.3%	88
2022 Q4	$2.18M	Hold	7,062	–	–	0.34%	80
2022 Q3	$1.89M	Buy	7,062 +303	+4%	+$80.9K	0.32%	87
2022 Q2	$1.85M	Buy	6,759 +476	+8%	+$130K	0.3%	87
2022 Q1	$2.22M	Sell	6,283 -117	-2%	-$41.3K	0.29%	85
2021 Q4	$1.91M	Buy	6,400 +250	+4%	+$74.8K	0.22%	85
2021 Q3	$1.68M	Sell	6,150 -26	-0.4%	-$7.1K	0.2%	88
2021 Q2	$1.72M	Buy	6,176 +346	+6%	+$96.1K	0.21%	84
2021 Q1	$1.49M	Sell	5,830 -22	-0.4%	-$5.62K	0.22%	83
2020 Q4	$1.36M	Buy	5,852 +248	+4%	+$57.5K	0.22%	76
2020 Q3	$1.19M	Sell	5,604 -135	-2%	-$28.7K	0.22%	74
2020 Q2	$1.02M	Sell	5,739 -530	-8%	-$94.6K	0.22%	70
2020 Q1	$1.15M	Buy	6,269 +300	+5%	+$54.8K	0.34%	69
2019 Q4	$1.35M	Hold	5,969	–	–	0.36%	67
2019 Q3	$1.24M	Hold	5,969	–	–	0.37%	65
2019 Q2	$1.27M	Sell	5,969 -20	-0.3%	-$4.26K	0.38%	65
2019 Q1	$1.2M	Hold	5,989	–	–	0.4%	66
2018 Q4	$1.22M	Hold	5,989	–	–	0.51%	57
2018 Q3	$1.28M	Sell	5,989 -50	-0.8%	-$10.7K	0.43%	64
2018 Q2	$1.13M	Buy	6,039 +1,060	+21%	+$198K	0.41%	69
2018 Q1	$993K	Buy	4,979 +133	+3%	+$26.5K	0.37%	68
2017 Q4	$961K	Hold	4,846	–	–	0.38%	69
2017 Q3	$888K	Hold	4,846	–	–	0.38%	69
2017 Q2	$821K	Sell	4,846 -50	-1%	-$8.47K	0.4%	64
2017 Q1	$816K	Buy	+4,896	New	+$816K	0.44%	61