KJWM
Kiley Juergens Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Sell |
40,071
-265
| -0.7% | -$129K | 4.49% | 7 |
|
|
2025
Q1 | $21.5M | Sell |
40,336
-9
| -0% | -$4.79K | 5.71% | 5 |
|
|
2024
Q4 | $18.3M | Sell |
40,345
-186
| -0.5% | -$84.3K | 4.58% | 7 |
|
|
2024
Q3 | $18.7M | Sell |
40,531
-353
| -0.9% | -$162K | 4.84% | 6 |
|
|
2024
Q2 | $16.6M | Buy |
40,884
+232
| +0.6% | +$94.4K | 4.62% | 7 |
|
|
2024
Q1 | $17.1M | Buy |
40,652
+43
| +0.1% | +$18.1K | 5.29% | 5 |
|
|
2023
Q4 | $14.5M | Buy |
40,609
+405
| +1% | +$144K | 4.85% | 5 |
|
|
2023
Q3 | $14.1M | Sell |
40,204
-128
| -0.3% | -$44.8K | 5.08% | 5 |
|
|
2023
Q2 | $13.8M | Buy |
40,332
+67
| +0.2% | +$22.8K | 4.74% | 5 |
|
|
2023
Q1 | $12.4M | Buy |
40,265
+98
| +0.2% | +$30.3K | 4.65% | 6 |
|
|
2022
Q4 | $12.4M | Sell |
40,167
-516
| -1% | -$159K | 5.2% | 5 |
|
|
2022
Q3 | $10.9M | Buy |
40,683
+734
| +2% | +$196K | 5.11% | 4 |
|
|
2022
Q2 | $10.9M | Buy |
39,949
+10,843
| +37% | +$2.96M | 5.16% | 4 |
|
|
2022
Q1 | $10.3M | Sell |
29,106
-9,526
| -25% | -$3.36M | 4.96% | 7 |
|
|
2021
Q4 | $11.6M | Buy |
38,632
+495
| +1% | +$148K | 4.38% | 8 |
|
|
2021
Q3 | $10.4M | Buy |
38,137
+2,824
| +8% | +$771K | 4.56% | 8 |
|
|
2021
Q2 | $9.81M | Sell |
35,313
-119
| -0.3% | -$33.1K | 4.5% | 8 |
|
|
2021
Q1 | $9.05M | Buy |
35,432
+299
| +0.9% | +$76.4K | 4.73% | 7 |
|
|
2020
Q4 | $8.15M | Buy |
35,133
+149
| +0.4% | +$34.5K | 4.82% | 7 |
|
|
2020
Q3 | $7.45M | Sell |
34,984
-1,960
| -5% | -$417K | 5.44% | 6 |
|
|
2020
Q2 | $6.59M | Buy |
36,944
+3,208
| +10% | +$573K | 5.51% | 5 |
|
|
2020
Q1 | $6.17M | Sell |
33,736
-72
| -0.2% | -$13.2K | 6.36% | 5 |
|
|
2019
Q4 | $7.66M | Buy |
33,808
+1,563
| +5% | +$354K | 6.73% | 5 |
|
|
2019
Q3 | $6.71M | Buy |
32,245
+1,427
| +5% | +$297K | 7.34% | 5 |
|
|
2019
Q2 | $6.57M | Buy |
30,818
+417
| +1% | +$88.9K | 7.39% | 5 |
|
|
2019
Q1 | $6.11M | Buy |
30,401
+2,246
| +8% | +$451K | 7.61% | 5 |
|
|
2018
Q4 | $5.75M | Buy |
28,155
+3,793
| +16% | +$774K | 8.05% | 5 |
|
|
2018
Q3 | $5.22M | Buy |
24,362
+2,155
| +10% | +$461K | 3.89% | 5 |
|
|
2018
Q2 | $4.14M | Buy |
22,207
+905
| +4% | +$169K | 3.7% | 5 |
|
|
2018
Q1 | $4.25M | Sell |
21,302
-104
| -0.5% | -$20.7K | 4.61% | 6 |
|
|
2017
Q4 | $4.24M | Buy |
+21,406
| New | +$4.24M | 3.82% | 6 |
|