Kiely Wealth Advisory Group’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
2024 Q4	$924K	Hold	1,966	–	–	0.59%	15
2024 Q3	$920K	Sell	1,966 -50	-2%	-$23.4K	0.58%	13
2024 Q2	$867K	Buy	2,016 +12	+0.6%	+$5.16K	0.48%	12
2024 Q1	$809K	Hold	2,004	–	–	0.46%	12
2023 Q4	$770K	Buy	+2,004	New	+$770K	0.45%	12