KFG Wealth Management’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 | $1.54M | Buy |
3,160
+1,156
| +58% | +$562K | 0.25% | 58 |
|
|
2025
Q1 | $1.07M | Buy |
2,004
+73
| +4% | +$38.9K | 0.19% | 66 |
|
|
2024
Q4 | $875K | Buy |
1,931
+4
| +0.2% | +$1.81K | 0.16% | 64 |
|
|
2024
Q3 | $887K | Buy |
1,927
+28
| +1% | +$12.9K | 0.19% | 73 |
|
|
2024
Q2 | $773K | Buy |
1,899
+5
| +0.3% | +$2.03K | 0.31% | 60 |
|
|
2024
Q1 | $796K | Buy |
1,894
+401
| +27% | +$169K | 0.33% | 57 |
|
|
2023
Q4 | $532K | Sell |
1,493
-41
| -3% | -$14.6K | 0.24% | 72 |
|
|
2023
Q3 | $537K | Buy |
1,534
+41
| +3% | +$14.4K | 0.29% | 64 |
|
|
2023
Q2 | $509K | Hold |
1,493
| – | – | 0.3% | 60 |
|
|
2023
Q1 | $475K | Hold |
1,493
| – | – | 0.33% | 48 |
|
|
2022
Q4 | $461K | Buy |
+1,493
| New | +$461K | 0.47% | 41 |
|