Kestra Advisory 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 | $212M | Buy |
436,672
+38,821
| +10% | +$18.9M | 1.03% | 12 |
|
|
2025
Q1 | $212M | Sell |
397,851
-22,633
| -5% | -$12.1M | 1.03% | 11 |
|
|
2024
Q4 | $191M | Sell |
420,484
-97,600
| -19% | -$44.2M | 1.04% | 12 |
|
|
2024
Q3 | $238M | Sell |
518,084
-9,472
| -2% | -$4.36M | 1.31% | 9 |
|
|
2024
Q2 | $215M | Buy |
527,556
+107,266
| +26% | +$43.6M | 1.2% | 11 |
|
|
2024
Q1 | $177M | Buy |
420,290
+46,895
| +13% | +$19.7M | 1.18% | 11 |
|
|
2023
Q4 | $133M | Buy |
373,395
+18,291
| +5% | +$6.52M | 1.08% | 10 |
|
|
2023
Q3 | $124M | Sell |
355,104
-18,705
| -5% | -$6.55M | 1.22% | 8 |
|
|
2023
Q2 | $127M | Buy |
373,809
+47,007
| +14% | +$16M | 1.28% | 8 |
|
|
2023
Q1 | $101M | Sell |
326,802
-56,878
| -15% | -$17.6M | 1.09% | 8 |
|
|
2022
Q4 | $119M | Sell |
383,680
-40,178
| -9% | -$12.4M | 1.05% | 9 |
|
|
2022
Q3 | $113M | Buy |
423,858
+24,012
| +6% | +$6.41M | 1.21% | 7 |
|
|
2022
Q2 | $109M | Buy |
399,846
+117,306
| +42% | +$32M | 1.12% | 11 |
|
|
2022
Q1 | $99.7M | Sell |
282,540
-12,937
| -4% | -$4.57M | 1.04% | 11 |
|
|
2021
Q4 | $88.3M | Buy |
295,477
+4,528
| +2% | +$1.35M | 0.89% | 11 |
|
|
2021
Q3 | $79.4M | Sell |
290,949
-1,726
| -0.6% | -$471K | 0.79% | 11 |
|
|
2021
Q2 | $81.3M | Buy |
292,675
+2,714
| +0.9% | +$754K | 0.92% | 10 |
|
|
2021
Q1 | $74.1M | Sell |
289,961
-26,953
| -9% | -$6.89M | 0.94% | 10 |
|
|
2020
Q4 | $72.8M | Buy |
316,914
+85,409
| +37% | +$19.6M | 0.84% | 11 |
|
|
2020
Q3 | $49.3M | Buy |
+231,505
| New | +$49.3M | 0.92% | 12 |
|