Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.19M | Buy |
19,689
+536
| +3% | +$114K | 0.67% | 26 |
|
|
2020
Q2 | $3.42M | Buy |
19,153
+443
| +2% | +$79.1K | 0.59% | 31 |
|
|
2020
Q1 | $3.42M | Buy |
18,710
+836
| +5% | +$153K | 0.7% | 25 |
|
|
2019
Q4 | $4.05M | Sell |
17,874
-510
| -3% | -$116K | 0.71% | 27 |
|
|
2019
Q3 | $3.83M | Sell |
18,384
-226
| -1% | -$47K | 0.7% | 23 |
|
|
2019
Q2 | $3.97M | Buy |
18,610
+127
| +0.7% | +$27.1K | 0.73% | 23 |
|
|
2019
Q1 | $3.71M | Buy |
18,483
+2,222
| +14% | +$446K | 0.72% | 24 |
|
|
2018
Q4 | $3.32M | Buy |
16,261
+798
| +5% | +$163K | 0.75% | 26 |
|
|
2018
Q3 | $3.31M | Buy |
15,463
+6,803
| +79% | +$1.46M | 0.71% | 25 |
|
|
2018
Q2 | $1.62M | Buy |
8,660
+1,296
| +18% | +$242K | 0.35% | 38 |
|
|
2018
Q1 | $1.47M | Buy |
7,364
+5,871
| +393% | +$1.17M | 0.34% | 41 |
|
|
2017
Q4 | $296K | Hold |
1,493
| – | – | 0.09% | 71 |
|
|
2017
Q3 | $274K | Sell |
1,493
-73
| -5% | -$13.4K | 0.09% | 68 |
|
|
2017
Q2 | $265K | Buy |
1,566
+353
| +29% | +$59.7K | 0.09% | 65 |
|
|
2017
Q1 | $202K | Sell |
1,213
-83
| -6% | -$13.8K | 0.07% | 69 |
|
|
2016
Q4 | $211K | Buy |
+1,296
| New | +$211K | 0.08% | 67 |
|