White Lighthouse Investment Management’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 | $2.1M | Buy |
4,332
+200
| +5% | +$97.2K | 0.34% | 44 |
|
|
2025
Q1 | $2.2M | Buy |
4,132
+722
| +21% | +$385K | 0.39% | 41 |
|
|
2024
Q4 | $1.55M | Hold |
3,410
| – | – | 0.27% | 55 |
|
|
2024
Q3 | $1.57M | Hold |
3,410
| – | – | 0.28% | 55 |
|
|
2024
Q2 | $1.39M | Buy |
3,410
+348
| +11% | +$142K | 0.27% | 56 |
|
|
2024
Q1 | $1.29M | Sell |
3,062
-98
| -3% | -$41.2K | 0.26% | 58 |
|
|
2023
Q4 | $1.13M | Sell |
3,160
-210
| -6% | -$74.9K | 0.25% | 60 |
|
|
2023
Q3 | $1.18M | Buy |
3,370
+175
| +5% | +$61.3K | 0.29% | 58 |
|
|
2023
Q2 | $1.09M | Buy |
3,195
+310
| +11% | +$106K | 0.26% | 57 |
|
|
2023
Q1 | $891K | Buy |
2,885
+60
| +2% | +$18.5K | 0.22% | 64 |
|
|
2022
Q4 | $873K | Hold |
2,825
| – | – | 0.24% | 63 |
|
|
2022
Q3 | $754K | Hold |
2,825
| – | – | 0.22% | 63 |
|
|
2022
Q2 | $771K | Sell |
2,825
-5
| -0.2% | -$1.37K | 0.22% | 65 |
|
|
2022
Q1 | $999K | Buy |
2,830
+1,305
| +86% | +$461K | 0.25% | 59 |
|
|
2021
Q4 | $456K | Buy |
1,525
+5
| +0.3% | +$1.5K | 0.11% | 80 |
|
|
2021
Q3 | $415K | Sell |
1,520
-660
| -30% | -$180K | 0.11% | 83 |
|
|
2021
Q2 | $606K | Buy |
2,180
+550
| +34% | +$153K | 0.17% | 73 |
|
|
2021
Q1 | $416K | Hold |
1,630
| – | – | 0.13% | 83 |
|
|
2020
Q4 | $378K | Hold |
1,630
| – | – | 0.12% | 83 |
|
|
2020
Q3 | $347K | Hold |
1,630
| – | – | 0.12% | 85 |
|
|
2020
Q2 | $291K | Sell |
1,630
-950
| -37% | -$170K | 0.11% | 96 |
|
|
2020
Q1 | $472K | Sell |
2,580
-20
| -0.8% | -$3.66K | 0.2% | 75 |
|
|
2019
Q4 | $589K | Sell |
2,600
-1,046
| -29% | -$237K | 0.22% | 74 |
|
|
2019
Q3 | $758K | Hold |
3,646
| – | – | 0.31% | 60 |
|
|
2019
Q2 | $777K | Buy |
3,646
+425
| +13% | +$90.6K | 0.32% | 58 |
|
|
2019
Q1 | $647K | Sell |
3,221
-1,075
| -25% | -$216K | 0.3% | 64 |
|
|
2018
Q4 | $877K | Sell |
4,296
-500
| -10% | -$102K | 0.48% | 51 |
|
|
2018
Q3 | $1.03M | Hold |
4,796
| – | – | 0.52% | 44 |
|
|
2018
Q2 | $895K | Hold |
4,796
| – | – | 0.49% | 48 |
|
|
2018
Q1 | $957K | Sell |
4,796
-50
| -1% | -$9.98K | 0.55% | 48 |
|
|
2017
Q4 | $961K | Buy |
+4,846
| New | +$961K | 0.55% | 46 |
|