Kestra Investment Management’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
$7.55M Buy
14,939
+8,681
+139% +$4.39M 0.12% 69
2025
Q1
$3.33M Buy
6,258
+1,421
+29% +$757K 0.1% 72
2024
Q4
$2.19M Buy
4,837
+3,380
+232% +$1.53M 0.09% 77
2024
Q3
$671K Buy
+1,457
New +$671K 0.03% 166