Kings Point Capital Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $5.29M | Hold |
10
| – | – | 0.46% | 63 |
|
2021
Q4 | $4.51M | Hold |
10
| – | – | 0.37% | 64 |
|
2021
Q3 | $4.11M | Hold |
10
| – | – | 0.37% | 67 |
|
2021
Q2 | $4.19M | Hold |
10
| – | – | 0.38% | 67 |
|
2021
Q1 | $3.86M | Hold |
10
| – | – | 0.38% | 66 |
|
2020
Q4 | $3.48M | Sell |
10
-2
| -17% | -$696K | 0.37% | 70 |
|
2020
Q3 | $3.84M | Hold |
12
| – | – | 0.48% | 59 |
|
2020
Q2 | $3.21M | Hold |
12
| – | – | 0.46% | 61 |
|
2020
Q1 | $3.26M | Sell |
12
-1
| -8% | -$272K | 0.57% | 56 |
|
2019
Q4 | $4.42M | Sell |
13
-1
| -7% | -$340K | 0.65% | 52 |
|
2019
Q3 | $4.37M | Sell |
14
-1
| -7% | -$312K | 0.74% | 49 |
|
2019
Q2 | $4.78M | Hold |
15
| – | – | 0.87% | 46 |
|
2019
Q1 | $4.52M | Buy |
15
+5
| +50% | +$1.51M | 0.9% | 47 |
|
2018
Q4 | $3.06M | Hold |
10
| – | – | 0.68% | 55 |
|
2018
Q3 | $3.2M | Hold |
10
| – | – | 0.6% | 62 |
|
2018
Q2 | $2.82M | Buy |
10
+1
| +11% | +$282K | 0.56% | 63 |
|
2018
Q1 | $2.69M | Hold |
9
| – | – | 0.54% | 61 |
|
2017
Q4 | $2.68M | Hold |
9
| – | – | 0.56% | 61 |
|
2017
Q3 | $2.47M | Hold |
9
| – | – | 0.55% | 63 |
|
2017
Q2 | $2.29M | Sell |
9
-11
| -55% | -$2.8M | 0.53% | 64 |
|
2017
Q1 | $5M | Hold |
20
| – | – | 1.17% | 34 |
|
2016
Q4 | $4.88M | Hold |
20
| – | – | 1.21% | 31 |
|
2016
Q3 | $4.32M | Buy |
20
+11
| +122% | +$2.38M | 1.14% | 32 |
|
2016
Q2 | $1.95M | Hold |
9
| – | – | 0.5% | 54 |
|
2016
Q1 | $1.92M | Hold |
9
| – | – | 0.49% | 56 |
|
2015
Q4 | $1.78M | Hold |
9
| – | – | 0.44% | 58 |
|
2015
Q3 | $1.76M | Hold |
9
| – | – | 0.46% | 53 |
|
2015
Q2 | $1.84M | Hold |
9
| – | – | 0.45% | 53 |
|
2015
Q1 | $1.96M | Hold |
9
| – | – | 0.49% | 50 |
|
2014
Q4 | $2.03M | Hold |
9
| – | – | 0.55% | 47 |
|
2014
Q3 | $1.86M | Hold |
9
| – | – | 0.56% | 45 |
|
2014
Q2 | $1.71M | Hold |
9
| – | – | 0.51% | 46 |
|
2014
Q1 | $1.69M | Hold |
9
| – | – | 0.55% | 48 |
|
2013
Q4 | $1.6M | Hold |
9
| – | – | 0.56% | 47 |
|
2013
Q3 | $1.53M | Hold |
9
| – | – | 0.59% | 47 |
|
2013
Q2 | $1.52M | Buy |
+9
| New | +$1.52M | 0.62% | 45 |
|