LA
Lynch & Associates’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 | $6.42M | Buy |
13,221
+190
| +1% | +$92.3K | 1.29% | 26 |
|
2025
Q1 | $6.94M | Buy |
13,031
+64
| +0.5% | +$34.1K | 1.5% | 21 |
|
2024
Q4 | $5.88M | Buy |
12,967
+19
| +0.1% | +$8.61K | 1.28% | 30 |
|
2024
Q3 | $5.96M | Sell |
12,948
-59
| -0.5% | -$27.2K | 1.26% | 26 |
|
2024
Q2 | $5.29M | Buy |
13,007
+133
| +1% | +$54.1K | 1.19% | 29 |
|
2024
Q1 | $5.41M | Sell |
12,874
-170
| -1% | -$71.5K | 1.25% | 26 |
|
2023
Q4 | $4.65M | Buy |
13,044
+52
| +0.4% | +$18.5K | 1.13% | 29 |
|
2023
Q3 | $4.55M | Buy |
12,992
+719
| +6% | +$252K | 1.2% | 27 |
|
2023
Q2 | $4.19M | Buy |
12,273
+42
| +0.3% | +$14.3K | 1.07% | 33 |
|
2023
Q1 | $3.78M | Buy |
12,231
+484
| +4% | +$149K | 0.99% | 36 |
|
2022
Q4 | $3.63M | Buy |
11,747
+201
| +2% | +$62.1K | 0.95% | 36 |
|
2022
Q3 | $3.08M | Buy |
11,546
+448
| +4% | +$120K | 0.9% | 40 |
|
2022
Q2 | $3.03M | Buy |
11,098
+298
| +3% | +$81.4K | 0.82% | 40 |
|
2022
Q1 | $3.81M | Sell |
10,800
-63
| -0.6% | -$22.2K | 0.92% | 38 |
|
2021
Q4 | $3.25M | Sell |
10,863
-234
| -2% | -$70K | 0.77% | 43 |
|
2021
Q3 | $3.03M | Buy |
11,097
+65
| +0.6% | +$17.7K | 0.78% | 42 |
|
2021
Q2 | $3.07M | Buy |
11,032
+62
| +0.6% | +$17.2K | 0.79% | 41 |
|
2021
Q1 | $2.8M | Buy |
10,970
+209
| +2% | +$53.4K | 0.76% | 42 |
|
2020
Q4 | $2.5M | Sell |
10,761
-74
| -0.7% | -$17.2K | 0.68% | 42 |
|
2020
Q3 | $2.31M | Buy |
10,835
+681
| +7% | +$145K | 0.69% | 42 |
|
2020
Q2 | $1.81M | Buy |
10,154
+525
| +5% | +$93.7K | 0.59% | 46 |
|
2020
Q1 | $1.76M | Buy |
9,629
+593
| +7% | +$108K | 0.65% | 46 |
|
2019
Q4 | $2.05M | Buy |
9,036
+1,145
| +15% | +$259K | 0.59% | 45 |
|
2019
Q3 | $1.64M | Buy |
7,891
+775
| +11% | +$161K | 0.5% | 47 |
|
2019
Q2 | $1.52M | Buy |
7,116
+4,410
| +163% | +$940K | 0.49% | 49 |
|
2019
Q1 | $544K | Buy |
2,706
+179
| +7% | +$36K | 0.18% | 70 |
|
2018
Q4 | $516K | Sell |
2,527
-104
| -4% | -$21.2K | 0.19% | 70 |
|
2018
Q3 | $563K | Hold |
2,631
| – | – | 0.19% | 71 |
|
2018
Q2 | $491K | Buy |
2,631
+50
| +2% | +$9.33K | 0.18% | 76 |
|
2018
Q1 | $515K | Hold |
2,581
| – | – | 0.2% | 71 |
|
2017
Q4 | $512K | Sell |
2,581
-1,500
| -37% | -$298K | 0.19% | 70 |
|
2017
Q3 | $748K | Hold |
4,081
| – | – | 0.3% | 61 |
|
2017
Q2 | $691K | Sell |
4,081
-150
| -4% | -$25.4K | 0.27% | 63 |
|
2017
Q1 | $705K | Buy |
4,231
+429
| +11% | +$71.5K | 0.29% | 63 |
|
2016
Q4 | $620K | Sell |
3,802
-120
| -3% | -$19.6K | 0.26% | 67 |
|
2016
Q3 | $567K | Hold |
3,922
| – | – | 0.25% | 71 |
|
2016
Q2 | $568K | Hold |
3,922
| – | – | 0.25% | 69 |
|
2016
Q1 | $556K | Hold |
3,922
| – | – | 0.26% | 67 |
|
2015
Q4 | $518K | Buy |
3,922
+21
| +0.5% | +$2.77K | 0.27% | 69 |
|
2015
Q3 | $509K | Buy |
3,901
+150
| +4% | +$19.6K | 0.28% | 68 |
|
2015
Q2 | $511K | Hold |
3,751
| – | – | 0.27% | 70 |
|
2015
Q1 | $541K | Hold |
3,751
| – | – | 0.28% | 69 |
|
2014
Q4 | $563K | Sell |
3,751
-45
| -1% | -$6.75K | 0.3% | 63 |
|
2014
Q3 | $524K | Sell |
3,796
-50
| -1% | -$6.9K | 0.29% | 68 |
|
2014
Q2 | $487K | Hold |
3,846
| – | – | 0.28% | 70 |
|
2014
Q1 | $481K | Hold |
3,846
| – | – | 0.28% | 67 |
|
2013
Q4 | $456K | Hold |
3,846
| – | – | 0.27% | 72 |
|
2013
Q3 | $437K | Hold |
3,846
| – | – | 0.29% | 71 |
|
2013
Q2 | $430K | Buy |
+3,846
| New | +$430K | 0.3% | 73 |
|