KCFA
Key Client Fiduciary Advisors’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 | $2.01M | Buy |
4,137
+73
| +2% | +$35.5K | 0.81% | 28 |
|
|
2025
Q1 | $2.16M | Sell |
4,064
-103
| -2% | -$54.9K | 0.98% | 24 |
|
|
2024
Q4 | $1.89M | Sell |
4,167
-20
| -0.5% | -$9.07K | 0.83% | 26 |
|
|
2024
Q3 | $1.93M | Buy |
4,187
+162
| +4% | +$74.6K | 0.86% | 25 |
|
|
2024
Q2 | $1.64M | Sell |
4,025
-3
| -0.1% | -$1.22K | 0.81% | 25 |
|
|
2024
Q1 | $1.69M | Buy |
4,028
+262
| +7% | +$110K | 0.9% | 25 |
|
|
2023
Q4 | $1.34M | Sell |
3,766
-80
| -2% | -$28.5K | 0.78% | 29 |
|
|
2023
Q3 | $1.35M | Sell |
3,846
-40
| -1% | -$14K | 0.83% | 31 |
|
|
2023
Q2 | $1.33M | Sell |
3,886
-5
| -0.1% | -$1.71K | 0.77% | 31 |
|
|
2023
Q1 | $1.2M | Sell |
3,891
-28
| -0.7% | -$8.65K | 0.75% | 32 |
|
|
2022
Q4 | $1.21M | Buy |
3,919
+764
| +24% | +$236K | 0.82% | 32 |
|
|
2022
Q3 | $842K | Sell |
3,155
-10
| -0.3% | -$2.67K | 0.76% | 30 |
|
|
2022
Q2 | $864K | Sell |
3,165
-41
| -1% | -$11.2K | 0.84% | 30 |
|
|
2022
Q1 | $1.13M | Buy |
3,206
+976
| +44% | +$344K | 0.89% | 29 |
|
|
2021
Q4 | $667K | Buy |
+2,230
| New | +$667K | 0.55% | 46 |
|