Kerntke Otto McGlone Wealth Management Group’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 | $459K | Sell |
944
-11
| -1% | -$5.34K | 0.36% | 46 |
|
|
2025
Q1 | $509K | Sell |
955
-249
| -21% | -$133K | 0.44% | 40 |
|
|
2024
Q4 | $546K | Sell |
1,204
-5
| -0.4% | -$2.27K | 0.4% | 37 |
|
|
2024
Q3 | $556K | Sell |
1,209
-79
| -6% | -$36.4K | 0.46% | 37 |
|
|
2024
Q2 | $524K | Sell |
1,288
-25
| -2% | -$10.2K | 0.49% | 33 |
|
|
2024
Q1 | $552K | Sell |
1,313
-138
| -10% | -$58K | 0.54% | 33 |
|
|
2023
Q4 | $518K | Hold |
1,451
| – | – | 0.52% | 31 |
|
|
2023
Q3 | $508K | Sell |
1,451
-10
| -0.7% | -$3.5K | 0.52% | 32 |
|
|
2023
Q2 | $498K | Sell |
1,461
-148
| -9% | -$50.4K | 0.49% | 35 |
|
|
2023
Q1 | $497K | Buy |
1,609
+188
| +13% | +$58.1K | 0.51% | 33 |
|
|
2022
Q4 | $439K | Hold |
1,421
| – | – | 0.5% | 34 |
|
|
2022
Q3 | $379K | Buy |
1,421
+7
| +0.5% | +$1.87K | 0.57% | 33 |
|
|
2022
Q2 | $386K | Hold |
1,414
| – | – | 0.58% | 31 |
|
|
2022
Q1 | $499K | Sell |
1,414
-71
| -5% | -$25.1K | 1.14% | 18 |
|
|
2021
Q4 | $444K | Sell |
1,485
-312
| -17% | -$93.3K | 0.54% | 33 |
|
|
2021
Q3 | $490K | Sell |
1,797
-2,906
| -62% | -$792K | 1.46% | 17 |
|
|
2021
Q2 | $1.31M | Buy |
4,703
+5
| +0.1% | +$1.39K | 0.52% | 35 |
|
|
2021
Q1 | $1.2M | Sell |
4,698
-73
| -2% | -$18.6K | 0.63% | 36 |
|
|
2020
Q4 | $1.11M | Buy |
4,771
+15
| +0.3% | +$3.48K | 0.65% | 37 |
|
|
2020
Q3 | $1.01M | Buy |
4,756
+5
| +0.1% | +$1.07K | 0.74% | 34 |
|
|
2020
Q2 | $848K | Buy |
4,751
+80
| +2% | +$14.3K | 0.77% | 34 |
|
|
2020
Q1 | $854K | Sell |
4,671
-7
| -0.1% | -$1.28K | 0.96% | 27 |
|
|
2019
Q4 | $1.06M | Buy |
+4,678
| New | +$1.06M | 0.9% | 28 |
|