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