Kelly Financial Services’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 | $315K | Hold |
648
| – | – | 0.09% | 85 |
|
|
2025
Q1 | $345K | Sell |
648
-1
| -0.2% | -$533 | 0.12% | 73 |
|
|
2024
Q4 | $294K | Buy |
649
+1
| +0.2% | +$453 | 0.11% | 87 |
|
|
2024
Q3 | $298K | Buy |
648
+35
| +6% | +$16.1K | 0.11% | 85 |
|
|
2024
Q2 | $249K | Hold |
613
| – | – | 0.09% | 95 |
|
|
2024
Q1 | $258K | Hold |
613
| – | – | 0.1% | 94 |
|
|
2023
Q4 | $219K | Sell |
613
-300
| -33% | -$107K | 0.09% | 93 |
|
|
2023
Q3 | $320K | Sell |
913
-3
| -0.3% | -$1.05K | 0.15% | 74 |
|
|
2023
Q2 | $312K | Sell |
916
-7
| -0.8% | -$2.39K | 0.15% | 75 |
|
|
2023
Q1 | $285K | Buy |
923
+107
| +13% | +$33K | 0.14% | 70 |
|
|
2022
Q4 | $252K | Sell |
816
-48
| -6% | -$14.8K | 0.13% | 78 |
|
|
2022
Q3 | $231K | Buy |
864
+220
| +34% | +$58.7K | 0.13% | 74 |
|
|
2022
Q2 | $176K | Hold |
644
| – | – | 0.09% | 81 |
|
|
2022
Q1 | $227K | Sell |
644
-45
| -7% | -$15.9K | 0.1% | 75 |
|
|
2021
Q4 | $206K | Hold |
689
| – | – | 0.09% | 76 |
|
|
2021
Q3 | $188K | Sell |
689
-190,798
| -100% | -$52.1M | 0.11% | 65 |
|
|
2021
Q2 | $689K | Buy |
191,487
+190,798
| +27,692% | +$687K | 0.03% | 144 |
|
|
2021
Q1 | $176K | Buy |
689
+50
| +8% | +$12.8K | 0.11% | 56 |
|
|
2020
Q4 | $148K | Hold |
639
| – | – | 0.1% | 51 |
|
|
2020
Q3 | $136K | Hold |
639
| – | – | 0.1% | 42 |
|
|
2020
Q2 | $114K | Hold |
639
| – | – | 0.09% | 48 |
|
|
2020
Q1 | $117K | Sell |
639
-100
| -14% | -$18.3K | 0.14% | 36 |
|
|
2019
Q4 | $167K | Buy |
739
+21
| +3% | +$4.76K | 0.13% | 32 |
|
|
2019
Q3 | $149K | Hold |
718
| – | – | 0.14% | 33 |
|
|
2019
Q2 | $153K | Hold |
718
| – | – | 0.14% | 30 |
|
|
2019
Q1 | $144K | Buy |
+718
| New | +$144K | 0.16% | 32 |
|