KPWS
Kestra Private Wealth Services’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 | $89.6M | Buy |
184,461
+8,283
| +5% | +$4.02M | 1.29% | 7 |
|
|
2025
Q1 | $93.8M | Buy |
176,178
+1,384
| +0.8% | +$737K | 1.56% | 5 |
|
|
2024
Q4 | $79.2M | Buy |
174,794
+252
| +0.1% | +$114K | 1.35% | 6 |
|
|
2024
Q3 | $80.3M | Buy |
174,542
+5,297
| +3% | +$2.44M | 1.47% | 5 |
|
|
2024
Q2 | $68.8M | Buy |
169,245
+3,720
| +2% | +$1.51M | 1.38% | 6 |
|
|
2024
Q1 | $69.6M | Buy |
165,525
+4,110
| +3% | +$1.73M | 1.57% | 5 |
|
|
2023
Q4 | $57.6M | Buy |
161,415
+19,627
| +14% | +$7M | 1.47% | 4 |
|
|
2023
Q3 | $49.7M | Buy |
141,788
+11,044
| +8% | +$3.87M | 1.56% | 4 |
|
|
2023
Q2 | $44.6M | Buy |
130,744
+20,358
| +18% | +$6.94M | 1.53% | 5 |
|
|
2023
Q1 | $34.1M | Buy |
110,386
+2,340
| +2% | +$723K | 1.36% | 4 |
|
|
2022
Q4 | $33.4M | Buy |
108,046
+8,450
| +8% | +$2.61M | 1.69% | 3 |
|
|
2022
Q3 | $26.6M | Buy |
99,596
+7,327
| +8% | +$1.96M | 1.54% | 4 |
|
|
2022
Q2 | $25.2M | Buy |
92,269
+3,609
| +4% | +$985K | 1.44% | 4 |
|
|
2022
Q1 | $31.3M | Buy |
88,660
+335
| +0.4% | +$118K | 1.55% | 4 |
|
|
2021
Q4 | $26.4M | Buy |
88,325
+2,667
| +3% | +$797K | 1.26% | 4 |
|
|
2021
Q3 | $23.4M | Buy |
85,658
+1,683
| +2% | +$459K | 1.3% | 5 |
|
|
2021
Q2 | $23.3M | Sell |
83,975
-2,943
| -3% | -$818K | 1.42% | 6 |
|
|
2021
Q1 | $22.2M | Sell |
86,918
-287
| -0.3% | -$73.3K | 1.55% | 5 |
|
|
2020
Q4 | $20M | Sell |
87,205
-891
| -1% | -$205K | 1.48% | 5 |
|
|
2020
Q3 | $18.8M | Buy |
+88,096
| New | +$18.8M | 1.63% | 5 |
|