Kelman-Lazarov Inc’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.46M | Hold |
2
| – | – | 0.24% | 45 |
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.29% | 37 |
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.25% | 44 |
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.24% | 45 |
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.23% | 47 |
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.25% | 47 |
|
2023
Q4 | $1.09M | Sell |
2
-1
| -33% | -$543K | 0.23% | 46 |
|
2023
Q3 | $1.59M | Hold |
3
| – | – | 0.38% | 34 |
|
2023
Q2 | $1.55M | Hold |
3
| – | – | 0.37% | 36 |
|
2023
Q1 | $1.4M | Hold |
3
| – | – | 0.36% | 35 |
|
2022
Q4 | $1.41M | Hold |
3
| – | – | 0.4% | 34 |
|
2022
Q3 | $1.22M | Hold |
3
| – | – | 0.41% | 29 |
|
2022
Q2 | $1.23M | Hold |
3
| – | – | 0.41% | 27 |
|
2022
Q1 | $1.59M | Hold |
3
| – | – | 0.53% | 23 |
|
2021
Q4 | $1.35M | Hold |
3
| – | – | 0.44% | 29 |
|
2021
Q3 | $1.23M | Sell |
3
-1
| -25% | -$411K | 0.43% | 29 |
|
2021
Q2 | $1.67M | Hold |
4
| – | – | 0.58% | 22 |
|
2021
Q1 | $1.54M | Hold |
4
| – | – | 0.55% | 24 |
|
2020
Q4 | $1.39M | Hold |
4
| – | – | 0.53% | 27 |
|
2020
Q3 | $1.28M | Hold |
4
| – | – | 0.58% | 25 |
|
2020
Q2 | $1.07M | Hold |
4
| – | – | 0.5% | 28 |
|
2020
Q1 | $1.09M | Hold |
4
| – | – | 0.58% | 25 |
|
2019
Q4 | $1.36M | Hold |
4
| – | – | 0.61% | 27 |
|
2019
Q3 | $1.25M | Sell |
4
-1
| -20% | -$312K | 0.61% | 31 |
|
2019
Q2 | $1.59M | Hold |
5
| – | – | 0.82% | 25 |
|
2019
Q1 | $1.51M | Buy |
+5
| New | +$1.51M | 0.79% | 24 |
|