Keystone Financial Services (Colorado)’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 | $2.93M | Sell |
6,039
-1,191
| -16% | -$579K | 1% | 19 |
|
|
2025
Q1 | $3.85M | Sell |
7,230
-206
| -3% | -$110K | 1.47% | 16 |
|
|
2024
Q4 | $3.37M | Buy |
7,436
+170
| +2% | +$77.1K | 1.29% | 12 |
|
|
2024
Q3 | $3.34M | Buy |
7,266
+285
| +4% | +$131K | 1.3% | 14 |
|
|
2024
Q2 | $2.84M | Buy |
6,981
+389
| +6% | +$158K | 1.18% | 14 |
|
|
2024
Q1 | $2.77M | Sell |
6,592
-1,302
| -16% | -$547K | 1.21% | 15 |
|
|
2023
Q4 | $2.82M | Buy |
7,894
+23
| +0.3% | +$8.2K | 1.33% | 15 |
|
|
2023
Q3 | $2.76M | Buy |
7,871
+139
| +2% | +$48.7K | 1.46% | 14 |
|
|
2023
Q2 | $2.64M | Buy |
7,732
+31
| +0.4% | +$10.6K | 1.35% | 12 |
|
|
2023
Q1 | $2.38M | Buy |
7,701
+44
| +0.6% | +$13.6K | 1.27% | 13 |
|
|
2022
Q4 | $2.39M | Buy |
7,657
+151
| +2% | +$47K | 1.28% | 14 |
|
|
2022
Q3 | $2.18M | Sell |
7,506
-369
| -5% | -$107K | 1.26% | 15 |
|
|
2022
Q2 | $2.3M | Buy |
7,875
+258
| +3% | +$75.4K | 1.25% | 13 |
|
|
2022
Q1 | $2.39M | Sell |
7,617
-323
| -4% | -$101K | 1.37% | 14 |
|
|
2021
Q4 | $2.37M | Buy |
+7,940
| New | +$2.37M | 1.22% | 16 |
|