KSWA
Kathleen S. Wright 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 | $24.4M | Sell |
50,262
-1,210
| -2% | -$587K | 9.52% | 2 |
|
|
2025
Q1 | $27.4M | Sell |
51,472
-524
| -1% | -$279K | 11.33% | 1 |
|
|
2024
Q4 | $23.6M | Sell |
51,996
-1,431
| -3% | -$649K | 9.83% | 1 |
|
|
2024
Q3 | $24.5M | Sell |
53,427
-582
| -1% | -$267K | 10.13% | 1 |
|
|
2024
Q2 | $22.2M | Sell |
54,009
-1,223
| -2% | -$502K | 10.18% | 1 |
|
|
2024
Q1 | $23.1M | Buy |
55,232
+153
| +0.3% | +$64K | 10.89% | 1 |
|
|
2023
Q4 | $19.7M | Sell |
55,079
-2,181
| -4% | -$779K | 10.01% | 1 |
|
|
2023
Q3 | $20M | Buy |
57,260
+7,383
| +15% | +$2.58M | 11.2% | 1 |
|
|
2023
Q2 | $17M | Sell |
49,877
-2,768
| -5% | -$944K | 10.84% | 1 |
|
|
2023
Q1 | $16.3M | Sell |
52,645
-5,871
| -10% | -$1.81M | 10.67% | 1 |
|
|
2022
Q4 | $18.1M | Sell |
58,516
-1,251
| -2% | -$386K | 12.25% | 1 |
|
|
2022
Q3 | $16M | Buy |
59,767
+675
| +1% | +$180K | 12.94% | 1 |
|
|
2022
Q2 | $16.1M | Sell |
59,092
-1,504
| -2% | -$411K | 13.57% | 1 |
|
|
2022
Q1 | $21.4M | Sell |
60,596
-2,052
| -3% | -$724K | 15.6% | 1 |
|
|
2021
Q4 | $18.7M | Buy |
+62,648
| New | +$18.7M | 13.78% | 1 |
|