Keeler & Nadler Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
2,967
-15
| -0.5% | -$7.29K | 0.58% | 32 |
|
|
2025
Q1 | $1.57M | Buy |
2,982
+5
| +0.2% | +$2.63K | 0.71% | 29 |
|
|
2024
Q4 | $1.35M | Hold |
2,977
| – | – | 0.63% | 28 |
|
|
2024
Q3 | $1.37M | Sell |
2,977
-3
| -0.1% | -$1.38K | 0.67% | 29 |
|
|
2024
Q2 | $1.21M | Sell |
2,980
-25
| -0.8% | -$10.2K | 0.67% | 29 |
|
|
2024
Q1 | $1.26M | Sell |
3,005
-154
| -5% | -$64.8K | 0.76% | 28 |
|
|
2023
Q4 | $1.13M | Buy |
+3,159
| New | +$1.13M | 0.81% | 25 |
|
|
2022
Q4 | $986K | Buy |
+3,192
| New | +$986K | 0.89% | 25 |
|
|
2021
Q4 | $956K | Buy |
+3,196
| New | +$956K | 0.88% | 26 |
|