KWS
Keystone Wealth Services’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
1
| – | – | 0.18% | 129 |
|
|
2025
Q1 | $798K | Buy |
+1
| New | +$798K | 0.22% | 106 |
|
|
2024
Q1 | – | Sell |
-9
| Closed | -$4.88M | – | 222 |
|
|
2023
Q4 | $4.88M | Hold |
9
| – | – | 1.67% | 10 |
|
|
2023
Q3 | $4.78M | Hold |
9
| – | – | 1.82% | 12 |
|
|
2023
Q2 | $4.66M | Hold |
9
| – | – | 1.74% | 13 |
|
|
2023
Q1 | $4.19M | Hold |
9
| – | – | 1.71% | 14 |
|
|
2022
Q4 | $4.22M | Hold |
9
| – | – | 1.84% | 13 |
|
|
2022
Q3 | $3.66M | Hold |
9
| – | – | 1.73% | 16 |
|
|
2022
Q2 | $3.68M | Hold |
9
| – | – | 1.65% | 16 |
|
|
2022
Q1 | $4.76M | Hold |
9
| – | – | 1.89% | 13 |
|
|
2021
Q4 | $4.06M | Buy |
+9
| New | +$4.06M | 1.65% | 12 |
|