Key Financial Inc’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 | $2.2M | Buy |
4,524
+113
| +3% | +$54.9K | 0.44% | 48 |
|
|
2025
Q1 | $2.35M | Buy |
4,411
+66
| +2% | +$35.2K | 0.51% | 43 |
|
|
2024
Q4 | $1.97M | Hold |
4,345
| – | – | 0.45% | 46 |
|
|
2024
Q3 | $2M | Buy |
4,345
+18
| +0.4% | +$8.29K | 0.44% | 48 |
|
|
2024
Q2 | $1.76M | Buy |
4,327
+596
| +16% | +$242K | 0.42% | 47 |
|
|
2024
Q1 | $1.57M | Hold |
3,731
| – | – | 0.4% | 51 |
|
|
2023
Q4 | $1.33M | Hold |
3,731
| – | – | 0.36% | 56 |
|
|
2023
Q3 | $1.31M | Hold |
3,731
| – | – | 0.44% | 51 |
|
|
2023
Q2 | $1.27M | Sell |
3,731
-671
| -15% | -$229K | 0.42% | 46 |
|
|
2023
Q1 | $1.36M | Buy |
4,402
+656
| +18% | +$203K | 0.5% | 42 |
|
|
2022
Q4 | $1M | Hold |
3,746
| – | – | 0.47% | 42 |
|
|
2022
Q3 | $1M | Buy |
3,746
+800
| +27% | +$214K | 0.47% | 42 |
|
|
2022
Q2 | $818K | Buy |
2,946
+171
| +6% | +$47.5K | 0.44% | 43 |
|
|
2022
Q1 | $979K | Buy |
2,775
+68
| +3% | +$24K | 0.49% | 36 |
|
|
2021
Q4 | $809K | Hold |
2,707
| – | – | 0.41% | 48 |
|
|
2021
Q3 | $739K | Hold |
2,707
| – | – | 0.42% | 46 |
|
|
2021
Q2 | $753K | Buy |
2,707
+34
| +1% | +$9.46K | 0.42% | 46 |
|
|
2021
Q1 | $683K | Hold |
2,673
| – | – | 0.45% | 43 |
|
|
2020
Q4 | $620K | Hold |
2,673
| – | – | 0.46% | 43 |
|
|
2020
Q3 | $569K | Hold |
2,673
| – | – | 0.58% | 41 |
|
|
2020
Q2 | $474K | Hold |
2,673
| – | – | 0.54% | 49 |
|
|
2020
Q1 | $490K | Buy |
2,673
+163
| +6% | +$29.9K | 0.5% | 38 |
|
|
2019
Q4 | $569K | Buy |
+2,510
| New | +$569K | 0.53% | 46 |
|