KFS
Kaizen Financial Strategies’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 | $348K | Buy |
717
+93
| +15% | +$45.2K | 0.18% | 103 |
|
|
2025
Q1 | $332K | Sell |
624
-83
| -12% | -$44.2K | 0.19% | 95 |
|
|
2024
Q4 | $320K | Buy |
707
+20
| +3% | +$9.07K | 0.18% | 95 |
|
|
2024
Q3 | $316K | Hold |
687
| – | – | 0.18% | 96 |
|
|
2024
Q2 | $303K | Sell |
687
-100
| -13% | -$44.1K | 0.19% | 92 |
|
|
2024
Q1 | $331K | Sell |
787
-9
| -1% | -$3.79K | 0.22% | 80 |
|
|
2023
Q4 | $284K | Sell |
796
-57
| -7% | -$20.3K | 0.22% | 82 |
|
|
2023
Q3 | $299K | Sell |
853
-17
| -2% | -$5.96K | 0.25% | 66 |
|
|
2023
Q2 | $300K | Hold |
870
| – | – | 0.26% | 67 |
|
|
2023
Q1 | $269K | Hold |
870
| – | – | 0.26% | 70 |
|
|
2022
Q4 | $276K | Sell |
870
-34
| -4% | -$10.8K | 0.27% | 79 |
|
|
2022
Q3 | $241K | Hold |
904
| – | – | 0.24% | 92 |
|
|
2022
Q2 | $247K | Hold |
904
| – | – | 0.24% | 98 |
|
|
2022
Q1 | $319K | Sell |
904
-66
| -7% | -$23.3K | 0.25% | 93 |
|
|
2021
Q4 | $290K | Sell |
970
-37
| -4% | -$11.1K | 0.22% | 108 |
|
|
2021
Q3 | $275K | Buy |
+1,007
| New | +$275K | 0.22% | 114 |
|
|
2021
Q1 | $328K | Sell |
1,285
-125
| -9% | -$31.9K | 0.31% | 96 |
|
|
2020
Q4 | $327K | Buy |
+1,410
| New | +$327K | 0.36% | 83 |
|