KLI
Kelman-Lazarov Inc’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
31,158
-31
| -0.1% | -$15.1K | 2.45% | 16 |
|
|
2025
Q1 | $16.6M | Sell |
31,189
-570
| -2% | -$304K | 3.02% | 14 |
|
|
2024
Q4 | $14.4M | Sell |
31,759
-1,744
| -5% | -$791K | 2.59% | 15 |
|
|
2024
Q3 | $15.4M | Buy |
33,503
+322
| +1% | +$148K | 2.65% | 14 |
|
|
2024
Q2 | $13.5M | Buy |
33,181
+392
| +1% | +$159K | 2.52% | 14 |
|
|
2024
Q1 | $13.8M | Sell |
32,789
-747
| -2% | -$314K | 2.69% | 13 |
|
|
2023
Q4 | $12M | Sell |
33,536
-247
| -0.7% | -$88.1K | 2.59% | 14 |
|
|
2023
Q3 | $11.8M | Buy |
33,783
+29
| +0.1% | +$10.2K | 2.8% | 13 |
|
|
2023
Q2 | $11.5M | Buy |
33,754
+471
| +1% | +$161K | 2.77% | 12 |
|
|
2023
Q1 | $10.3M | Sell |
33,283
-416
| -1% | -$128K | 2.67% | 13 |
|
|
2022
Q4 | $10.4M | Buy |
33,699
+795
| +2% | +$246K | 2.93% | 12 |
|
|
2022
Q3 | $8.79M | Sell |
32,904
-268
| -0.8% | -$71.6K | 2.99% | 11 |
|
|
2022
Q2 | $9.06M | Sell |
33,172
-4,235
| -11% | -$1.16M | 3.06% | 11 |
|
|
2022
Q1 | $13.2M | Sell |
37,407
-757
| -2% | -$267K | 4.39% | 7 |
|
|
2021
Q4 | $11.4M | Buy |
38,164
+245
| +0.6% | +$73.3K | 3.67% | 8 |
|
|
2021
Q3 | $10.4M | Sell |
37,919
-640
| -2% | -$175K | 3.63% | 8 |
|
|
2021
Q2 | $10.7M | Sell |
38,559
-8,699
| -18% | -$2.42M | 3.74% | 8 |
|
|
2021
Q1 | $12.1M | Buy |
47,258
+291
| +0.6% | +$74.3K | 4.3% | 7 |
|
|
2020
Q4 | $10.9M | Sell |
46,967
-700
| -1% | -$162K | 4.18% | 7 |
|
|
2020
Q3 | $10.2M | Sell |
47,667
-2,461
| -5% | -$524K | 4.61% | 7 |
|
|
2020
Q2 | $8.95M | Sell |
50,128
-735
| -1% | -$131K | 4.15% | 8 |
|
|
2020
Q1 | $9.3M | Buy |
50,863
+978
| +2% | +$179K | 4.98% | 6 |
|
|
2019
Q4 | $11.3M | Buy |
49,885
+308
| +0.6% | +$69.8K | 5.08% | 7 |
|
|
2019
Q3 | $10.3M | Buy |
49,577
+1,947
| +4% | +$405K | 5.08% | 5 |
|
|
2019
Q2 | $10.2M | Buy |
47,630
+84
| +0.2% | +$17.9K | 5.2% | 5 |
|
|
2019
Q1 | $9.55M | Buy |
47,546
+1,008
| +2% | +$203K | 5.04% | 5 |
|
|
2018
Q4 | $9.5M | Sell |
46,538
-1,558
| -3% | -$318K | 5.91% | 4 |
|
|
2018
Q3 | $10.3M | Sell |
48,096
-3,485
| -7% | -$746K | 6.03% | 3 |
|
|
2018
Q2 | $9.63M | Sell |
51,581
-3,423
| -6% | -$639K | 5.17% | 3 |
|
|
2018
Q1 | $11M | Sell |
55,004
-1,944
| -3% | -$388K | 5.9% | 2 |
|
|
2017
Q4 | $11.3M | Sell |
56,948
-622
| -1% | -$123K | 5.76% | 1 |
|
|
2017
Q3 | $10.6M | Sell |
57,570
-643
| -1% | -$118K | 5.57% | 1 |
|
|
2017
Q2 | $9.86M | Buy |
+58,213
| New | +$9.86M | 5.41% | 1 |
|
|
2017
Q1 | – | Sell |
-59,108
| Closed | -$9.63M | – | 121 |
|
|
2016
Q4 | $9.63M | Buy |
59,108
+482
| +0.8% | +$78.6K | 5.43% | 1 |
|
|
2016
Q3 | $8.39M | Buy |
58,626
+957
| +2% | +$137K | 4.76% | 1 |
|
|
2016
Q2 | $8.3M | Buy |
57,669
+1,507
| +3% | +$217K | 4.74% | 1 |
|
|
2016
Q1 | $8.08M | Buy |
+56,162
| New | +$8.08M | 4.73% | 1 |
|