Lummis Asset Management, LP Berkshire Hathaway Transaction History

Lummis Asset Management, LP

  • $144 Billion
  • Q1 2025
Number of Shares
16,360
Previous 8,872 84.4%
Holding current value
$8.72 Billion
Previous $4.02 Billion 116.76%
% of portfolio
6.05%
Previous 5.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
7,488 Added 84.4%
16,360 $8.72 Billion
Q4 2024

Jan 15, 2025
SELL
N/A
-1,525 Reduced 14.67%
8,872 $4.02 Billion
Q3 2024

Nov 06, 2024
BUY
N/A
1,485 Added 16.66%
10,397 $4.79 Billion
Q2 2024

Aug 14, 2024
BUY
N/A
113 Added 1.28%
8,912 $3.63 Billion
Q1 2024

May 16, 2024
SELL
N/A
-6,070 Reduced 40.82%
8,799 $3.7 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
14,869 New
14,869 $5.3 Billion
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