Kellett Wealth Advisors’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 | $2.36M | Buy |
4,860
+4,025
| +482% | +$1.96M | 1.54% | 15 |
|
|
2025
Q1 | $445K | Buy |
835
+53
| +7% | +$28.2K | 0.31% | 37 |
|
|
2024
Q4 | $354K | Sell |
782
-90
| -10% | -$40.8K | 0.24% | 46 |
|
|
2024
Q3 | $401K | Sell |
872
-795
| -48% | -$366K | 0.29% | 37 |
|
|
2024
Q2 | $678K | Sell |
1,667
-1,875
| -53% | -$763K | 0.55% | 26 |
|
|
2024
Q1 | $1.49M | Sell |
3,542
-16,408
| -82% | -$6.9M | 1.03% | 20 |
|
|
2023
Q4 | $7.12M | Sell |
19,950
-233
| -1% | -$83.1K | 5.29% | 6 |
|
|
2023
Q3 | $7.07M | Sell |
20,183
-80
| -0.4% | -$28K | 6.06% | 5 |
|
|
2023
Q2 | $6.91M | Buy |
20,263
+252
| +1% | +$85.9K | 6.28% | 4 |
|
|
2023
Q1 | $6.18M | Sell |
20,011
-49
| -0.2% | -$15.1K | 5.94% | 3 |
|
|
2022
Q4 | $6.2M | Buy |
20,060
+156
| +0.8% | +$48.2K | 6.01% | 3 |
|
|
2022
Q3 | $5.87M | Buy |
19,904
+1,589
| +9% | +$469K | 7.15% | 2 |
|
|
2022
Q2 | $5M | Buy |
18,315
+2,843
| +18% | +$776K | 6.46% | 4 |
|
|
2022
Q1 | $5.46M | Buy |
15,472
+14,697
| +1,896% | +$5.19M | 4.31% | 9 |
|
|
2021
Q4 | $232K | Buy |
+775
| New | +$232K | 0.18% | 58 |
|