KMWM

Keudell/Morrison Wealth Management’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	$2.28M	Sell	4,684 -23	-0.5%	-$11.2K	0.5%	39
2025 Q1	$2.51M	Sell	4,707 -41	-0.9%	-$21.8K	0.59%	30
2024 Q4	$2.15M	Buy	4,748 +3	+0.1%	+$1.36K	0.56%	37
2024 Q3	$2.18M	Sell	4,745 -34	-0.7%	-$15.6K	0.59%	37
2024 Q2	$1.94M	Buy	4,779 +251	+6%	+$102K	0.57%	40
2024 Q1	$1.9M	Buy	4,528 +9	+0.2%	+$3.79K	0.58%	37
2023 Q4	$1.61M	Sell	4,519 -2	-0%	-$713	0.53%	39
2023 Q3	$1.58M	Sell	4,521 -18	-0.4%	-$6.31K	0.48%	39
2023 Q2	$1.55M	Sell	4,539 -56	-1%	-$19.1K	0.45%	40
2023 Q1	$1.42M	Buy	4,595 +111	+2%	+$34.3K	0.42%	42
2022 Q4	$1.39M	Sell	4,484 -49	-1%	-$15.1K	0.44%	45
2022 Q3	$1.21M	Buy	4,533 +10	+0.2%	+$2.67K	0.45%	43
2022 Q2	$1.24M	Sell	4,523 -4	-0.1%	-$1.09K	0.45%	48
2022 Q1	$1.6M	Sell	4,527 -5	-0.1%	-$1.77K	0.67%	35
2021 Q4	$1.36M	Buy	4,532 +5	+0.1%	+$1.5K	0.54%	45
2021 Q3	$1.24M	Buy	4,527 +10	+0.2%	+$2.73K	0.53%	49
2021 Q2	$1.26M	Buy	4,517 +4	+0.1%	+$1.11K	0.69%	47
2021 Q1	$1.15M	Buy	4,513 +11	+0.2%	+$2.81K	0.67%	47
2020 Q4	$1.04M	Buy	4,502 +145	+3%	+$33.6K	0.66%	47
2020 Q3	$928K	Hold	4,357	–	–	0.6%	48
2020 Q2	$778K	Hold	4,357	–	–	0.64%	56
2020 Q1	$797K	Buy	4,357 +2,095	+93%	+$383K	0.78%	46
2019 Q4	$512K	Buy	2,262 +30	+1%	+$6.79K	0.35%	80
2019 Q3	$464K	Buy	2,232 +29	+1%	+$6.03K	0.38%	78
2019 Q2	$437K	Hold	2,203	–	–	0.38%	78
2019 Q1	$443K	Buy	+2,203	New	+$443K	0.39%	84