Kings Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.8M | Sell |
13,600
-28
| -0.2% | -$9.88K | 0.42% | 65 |
|
|
2021
Q4 | $4.08M | Sell |
13,628
-26
| -0.2% | -$7.77K | 0.33% | 67 |
|
|
2021
Q3 | $3.73M | Buy |
13,654
+298
| +2% | +$81.3K | 0.33% | 71 |
|
|
2021
Q2 | $3.71M | Sell |
13,356
-275
| -2% | -$76.4K | 0.34% | 70 |
|
|
2021
Q1 | $3.48M | Sell |
13,631
-1,053
| -7% | -$269K | 0.34% | 70 |
|
|
2020
Q4 | $3.41M | Buy |
14,684
+316
| +2% | +$73.3K | 0.36% | 71 |
|
|
2020
Q3 | $3.06M | Buy |
14,368
+943
| +7% | +$201K | 0.38% | 67 |
|
|
2020
Q2 | $2.4M | Sell |
13,425
-738
| -5% | -$132K | 0.35% | 67 |
|
|
2020
Q1 | $2.59M | Buy |
14,163
+215
| +2% | +$39.3K | 0.46% | 62 |
|
|
2019
Q4 | $3.16M | Buy |
13,948
+470
| +3% | +$106K | 0.47% | 67 |
|
|
2019
Q3 | $2.8M | Buy |
13,478
+410
| +3% | +$85.3K | 0.47% | 64 |
|
|
2019
Q2 | $2.79M | Buy |
13,068
+648
| +5% | +$138K | 0.51% | 61 |
|
|
2019
Q1 | $2.5M | Buy |
12,420
+1,431
| +13% | +$287K | 0.5% | 62 |
|
|
2018
Q4 | $2.24M | Sell |
10,989
-220
| -2% | -$44.9K | 0.5% | 62 |
|
|
2018
Q3 | $2.4M | Buy |
11,209
+1,861
| +20% | +$398K | 0.45% | 66 |
|
|
2018
Q2 | $1.75M | Buy |
9,348
+15
| +0.2% | +$2.8K | 0.34% | 74 |
|
|
2018
Q1 | $1.86M | Buy |
9,333
+1,817
| +24% | +$363K | 0.38% | 73 |
|
|
2017
Q4 | $1.49M | Buy |
7,516
+30
| +0.4% | +$5.95K | 0.31% | 75 |
|
|
2017
Q3 | $1.37M | Hold |
7,486
| – | – | 0.31% | 74 |
|
|
2017
Q2 | $1.27M | Sell |
7,486
-12,553
| -63% | -$2.13M | 0.3% | 77 |
|
|
2017
Q1 | $3.34M | Buy |
20,039
+200
| +1% | +$33.3K | 0.78% | 49 |
|
|
2016
Q4 | $3.23M | Buy |
19,839
+200
| +1% | +$32.6K | 0.8% | 48 |
|
|
2016
Q3 | $2.84M | Buy |
19,639
+12,553
| +177% | +$1.81M | 0.75% | 51 |
|
|
2016
Q2 | $1.03M | Sell |
7,086
-393
| -5% | -$56.9K | 0.26% | 68 |
|
|
2016
Q1 | $1.06M | Sell |
7,479
-50
| -0.7% | -$7.09K | 0.27% | 70 |
|
|
2015
Q4 | $994K | Sell |
7,529
-404
| -5% | -$53.3K | 0.25% | 74 |
|
|
2015
Q3 | $1.03M | Sell |
7,933
-296
| -4% | -$38.6K | 0.27% | 75 |
|
|
2015
Q2 | $1.12M | Buy |
8,229
+100
| +1% | +$13.6K | 0.27% | 73 |
|
|
2015
Q1 | $1.17M | Buy |
8,129
+700
| +9% | +$101K | 0.29% | 65 |
|
|
2014
Q4 | $1.12M | Sell |
7,429
-20
| -0.3% | -$3K | 0.3% | 60 |
|
|
2014
Q3 | $1.03M | Buy |
7,449
+6
| +0.1% | +$829 | 0.31% | 56 |
|
|
2014
Q2 | $942K | Buy |
7,443
+518
| +7% | +$65.6K | 0.28% | 58 |
|
|
2014
Q1 | $865K | Buy |
6,925
+20
| +0.3% | +$2.5K | 0.28% | 62 |
|
|
2013
Q4 | $819K | Sell |
6,905
-300
| -4% | -$35.6K | 0.29% | 57 |
|
|
2013
Q3 | $818K | Buy |
7,205
+300
| +4% | +$34.1K | 0.31% | 60 |
|
|
2013
Q2 | $773K | Buy |
+6,905
| New | +$773K | 0.31% | 63 |
|