KFA
Kelleher Financial Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5M | Buy |
57
+14
| +33% | +$10.2M | 14.42% | 2 |
|
|
2025
Q1 | $34.3M | Sell |
43
-15
| -26% | -$12M | 13.68% | 2 |
|
|
2024
Q4 | $39.5M | Hold |
58
| – | – | 14.91% | 2 |
|
|
2024
Q3 | $40.1M | Hold |
58
| – | – | 15.28% | 2 |
|
|
2024
Q2 | $35.5M | Hold |
58
| – | – | 14.58% | 2 |
|
|
2024
Q1 | $36.8M | Hold |
58
| – | – | 15.26% | 2 |
|
|
2023
Q4 | $31.5M | Hold |
58
| – | – | 14.78% | 2 |
|
|
2023
Q3 | $30.8M | Buy |
58
+49
| +544% | +$26M | 15.8% | 1 |
|
|
2023
Q2 | $4.66M | Hold |
9
| – | – | 2.69% | 7 |
|
|
2023
Q1 | $4.19M | Buy |
9
+5
| +125% | +$2.33M | 2.77% | 7 |
|
|
2022
Q4 | $1.87M | Sell |
4
-2
| -33% | -$937K | 1.41% | 11 |
|
|
2022
Q3 | $2.44M | Sell |
6
-49
| -89% | -$19.9M | 1.75% | 9 |
|
|
2022
Q2 | $22.5M | Buy |
55
+49
| +817% | +$20M | 10.12% | 1 |
|
|
2022
Q1 | $3.17M | Hold |
6
| – | – | 1.75% | 9 |
|
|
2021
Q4 | $2.7M | Hold |
6
| – | – | 1.44% | 12 |
|
|
2021
Q3 | $2.47M | Sell |
6
-49
| -89% | -$20.2M | 1.09% | 14 |
|
|
2021
Q2 | $23M | Buy |
55
+29
| +112% | +$12.1M | 12.95% | 1 |
|
|
2021
Q1 | $10M | Hold |
26
| – | – | 6.44% | 4 |
|
|
2020
Q4 | $9.04M | Buy |
26
+20
| +333% | +$6.96M | 6.8% | 4 |
|
|
2020
Q3 | $1.92M | Sell |
6
-1
| -14% | -$320K | 1.59% | 12 |
|
|
2020
Q2 | $1.87M | Hold |
7
| – | – | 1.8% | 10 |
|
|
2020
Q1 | $1.9M | Hold |
7
| – | – | 2.28% | 9 |
|
|
2019
Q4 | $2.38M | Hold |
7
| – | – | 2.4% | 8 |
|
|
2019
Q3 | $2.18M | Hold |
7
| – | – | 2.66% | 8 |
|
|
2019
Q2 | $2.23M | Buy |
+7
| New | +$2.23M | 2.75% | 7 |
|
|
2018
Q4 | $2.45M | Hold |
8
| – | – | 3.93% | 5 |
|
|
2018
Q3 | $2.56M | Hold |
8
| – | – | 3.32% | 6 |
|
|
2018
Q2 | $2.26M | Hold |
8
| – | – | 3.23% | 7 |
|
|
2018
Q1 | $2.39M | Hold |
8
| – | – | 3.26% | 7 |
|
|
2017
Q4 | $2.38M | Hold |
8
| – | – | 3.76% | 6 |
|
|
2017
Q3 | $2.2M | Hold |
8
| – | – | 4.62% | 4 |
|
|
2017
Q2 | $2.04M | Hold |
8
| – | – | 3.93% | 6 |
|
|
2017
Q1 | $2M | Hold |
8
| – | – | 4.26% | 4 |
|
|
2016
Q4 | $1.95M | Hold |
8
| – | – | 1.09% | 32 |
|
|
2016
Q3 | $1.73M | Hold |
8
| – | – | 0.98% | 37 |
|
|
2016
Q2 | $1.74M | Hold |
8
| – | – | 1.05% | 35 |
|
|
2016
Q1 | $1.71M | Hold |
8
| – | – | 0.94% | 35 |
|
|
2015
Q4 | $158K | Hold |
8
| – | – | 0.11% | 107 |
|
|
2015
Q3 | $1.56M | Hold |
8
| – | – | 1.04% | 36 |
|
|
2015
Q2 | $1.64M | Hold |
8
| – | – | 0.94% | 37 |
|
|
2015
Q1 | $1.74M | Hold |
8
| – | – | 0.96% | 37 |
|
|
2014
Q4 | $1.81M | Hold |
8
| – | – | 0.97% | 36 |
|
|
2014
Q3 | $1.68M | Hold |
8
| – | – | 0.91% | 37 |
|
|
2014
Q2 | $1.52M | Hold |
8
| – | – | 0.79% | 39 |
|
|
2014
Q1 | $1.5M | Hold |
8
| – | – | 0.81% | 36 |
|
|
2013
Q4 | $1.42M | Hold |
8
| – | – | 0.74% | 41 |
|
|
2013
Q3 | $1.36M | Hold |
8
| – | – | 0.78% | 42 |
|
|
2013
Q2 | $1.35M | Buy |
+8
| New | +$1.35M | 0.82% | 40 |
|