Keystone Wealth Services’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 | $2.53M | Sell |
5,206
-123
| -2% | -$59.8K | 0.61% | 38 |
|
|
2025
Q1 | $2.84M | Buy |
5,329
+95
| +2% | +$50.6K | 0.77% | 29 |
|
|
2024
Q4 | $2.37M | Sell |
5,234
-34
| -0.6% | -$15.4K | 0.63% | 36 |
|
|
2024
Q3 | $2.42M | Buy |
5,268
+248
| +5% | +$114K | 0.67% | 31 |
|
|
2024
Q2 | $2.04M | Buy |
5,020
+100
| +2% | +$40.7K | 0.64% | 38 |
|
|
2024
Q1 | $2.07M | Sell |
4,920
-18
| -0.4% | -$7.57K | 0.67% | 40 |
|
|
2023
Q4 | $1.76M | Buy |
4,938
+92
| +2% | +$32.8K | 0.6% | 41 |
|
|
2023
Q3 | $1.7M | Hold |
4,846
| – | – | 0.64% | 38 |
|
|
2023
Q2 | $1.65M | Buy |
4,846
+125
| +3% | +$42.6K | 0.62% | 38 |
|
|
2023
Q1 | $1.46M | Sell |
4,721
-3
| -0.1% | -$926 | 0.6% | 38 |
|
|
2022
Q4 | $1.46M | Buy |
4,724
+12
| +0.3% | +$3.71K | 0.64% | 39 |
|
|
2022
Q3 | $1.26M | Buy |
4,712
+9
| +0.2% | +$2.4K | 0.59% | 38 |
|
|
2022
Q2 | $1.28M | Sell |
4,703
-181
| -4% | -$49.4K | 0.57% | 38 |
|
|
2022
Q1 | $1.72M | Buy |
4,884
+158
| +3% | +$55.8K | 0.68% | 33 |
|
|
2021
Q4 | $1.41M | Buy |
+4,726
| New | +$1.41M | 0.57% | 42 |
|