KCS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.34M | Sell |
12,398
-2,773
| -18% | -$971K | 1.85% | 9 |
|
|
2023
Q2 | $5.17M | Buy |
15,171
+191
| +1% | +$65.1K | 1.79% | 9 |
|
|
2023
Q1 | $4.63M | Sell |
14,980
-221
| -1% | -$68.2K | 1.75% | 9 |
|
|
2022
Q4 | $4.7M | Buy |
15,201
+139
| +0.9% | +$42.9K | 1.95% | 8 |
|
|
2022
Q3 | $4.02M | Sell |
15,062
-279
| -2% | -$74.5K | 1.86% | 9 |
|
|
2022
Q2 | $4.19M | Buy |
15,341
+176
| +1% | +$48K | 1.86% | 6 |
|
|
2022
Q1 | $5.35M | Buy |
15,165
+288
| +2% | +$102K | 2.48% | 2 |
|
|
2021
Q4 | $4.45M | Buy |
14,877
+622
| +4% | +$186K | 1.79% | 5 |
|
|
2021
Q3 | $3.89M | Buy |
14,255
+189
| +1% | +$51.6K | 1.84% | 6 |
|
|
2021
Q2 | $3.91M | Buy |
14,066
+347
| +3% | +$96.4K | 1.84% | 6 |
|
|
2021
Q1 | $3.51M | Buy |
13,719
+864
| +7% | +$221K | 1.81% | 6 |
|
|
2020
Q4 | $2.98M | Buy |
12,855
+231
| +2% | +$53.6K | 1.97% | 6 |
|
|
2020
Q3 | $2.69M | Sell |
12,624
-225
| -2% | -$47.9K | 2.14% | 3 |
|
|
2020
Q2 | $2.29M | Buy |
12,849
+2,926
| +29% | +$522K | 1.9% | 6 |
|
|
2020
Q1 | $1.81M | Buy |
9,923
+710
| +8% | +$130K | 1.84% | 6 |
|
|
2019
Q4 | $2.09M | Buy |
9,213
+335
| +4% | +$75.9K | 1.56% | 6 |
|
|
2019
Q3 | $1.85M | Buy |
8,878
+922
| +12% | +$192K | 1.28% | 9 |
|
|
2019
Q2 | $1.7M | Buy |
7,956
+1,698
| +27% | +$362K | 1.34% | 9 |
|
|
2019
Q1 | $1.26M | Buy |
6,258
+876
| +16% | +$176K | 1.1% | 16 |
|
|
2018
Q4 | $1.1M | Buy |
5,382
+614
| +13% | +$125K | 1.16% | 15 |
|
|
2018
Q3 | $1.02M | Buy |
4,768
+1,938
| +68% | +$415K | 0.95% | 27 |
|
|
2018
Q2 | $528K | Buy |
2,830
+675
| +31% | +$126K | 0.49% | 92 |
|
|
2018
Q1 | $430K | Buy |
2,155
+616
| +40% | +$123K | 0.39% | 103 |
|
|
2017
Q4 | $305K | Buy |
+1,539
| New | +$305K | 0.3% | 118 |
|