KWM
Kingsview 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 | $20.8M | Buy |
42,868
+42
| +0.1% | +$20.4K | 0.35% | 50 |
|
|
2025
Q1 | $22.8M | Sell |
42,826
-3,672
| -8% | -$1.96M | 0.43% | 41 |
|
|
2024
Q4 | $21.1M | Sell |
46,498
-12,080
| -21% | -$5.48M | 0.41% | 42 |
|
|
2024
Q3 | $27M | Buy |
58,578
+19,492
| +50% | +$8.97M | 0.57% | 36 |
|
|
2024
Q2 | $15.9M | Buy |
39,086
+1,368
| +4% | +$557K | 0.38% | 48 |
|
|
2024
Q1 | $15.9M | Buy |
37,718
+1,932
| +5% | +$812K | 0.4% | 48 |
|
|
2023
Q4 | $12.8M | Sell |
35,786
-5,924
| -14% | -$2.11M | 0.38% | 56 |
|
|
2023
Q3 | $14.6M | Buy |
41,710
+1,884
| +5% | +$660K | 0.53% | 38 |
|
|
2023
Q2 | $13.6M | Buy |
39,826
+2,018
| +5% | +$688K | 0.53% | 35 |
|
|
2023
Q1 | $11.7M | Buy |
37,808
+10,513
| +39% | +$3.25M | 0.49% | 42 |
|
|
2022
Q4 | $8.43M | Buy |
27,295
+434
| +2% | +$134K | 0.37% | 62 |
|
|
2022
Q3 | $7.17M | Buy |
26,861
+1,867
| +7% | +$498K | 0.34% | 66 |
|
|
2022
Q2 | $6.82M | Buy |
24,994
+2,871
| +13% | +$784K | 0.33% | 75 |
|
|
2022
Q1 | $7.81M | Buy |
22,123
+1,559
| +8% | +$550K | 0.34% | 66 |
|
|
2021
Q4 | $6.15M | Buy |
20,564
+3,573
| +21% | +$1.07M | 0.26% | 89 |
|
|
2021
Q3 | $4.64M | Buy |
16,991
+480
| +3% | +$131K | 0.22% | 104 |
|
|
2021
Q2 | $4.63M | Buy |
16,511
+1,165
| +8% | +$326K | 0.23% | 102 |
|
|
2021
Q1 | $3.96M | Buy |
15,346
+868
| +6% | +$224K | 0.23% | 104 |
|
|
2020
Q4 | $3.36M | Buy |
14,478
+805
| +6% | +$187K | 0.24% | 99 |
|
|
2020
Q3 | $2.91M | Buy |
13,673
+1,914
| +16% | +$408K | 0.26% | 93 |
|
|
2020
Q2 | $2.1M | Buy |
11,759
+3,691
| +46% | +$659K | 0.21% | 120 |
|
|
2020
Q1 | $1.48M | Buy |
8,068
+790
| +11% | +$144K | 0.2% | 130 |
|
|
2019
Q4 | $1.65M | Sell |
7,278
-1,906
| -21% | -$432K | 0.21% | 137 |
|
|
2019
Q3 | $1.91M | Buy |
9,184
+198
| +2% | +$41.2K | 0.3% | 95 |
|
|
2019
Q2 | $1.92M | Sell |
8,986
-8,434
| -48% | -$1.8M | 0.32% | 84 |
|
|
2019
Q1 | $3.5M | Buy |
17,420
+1,497
| +9% | +$301K | 0.53% | 48 |
|
|
2018
Q4 | $3.25M | Buy |
15,923
+2,868
| +22% | +$586K | 0.71% | 33 |
|
|
2018
Q3 | $2.8M | Buy |
13,055
+1,741
| +15% | +$373K | 0.57% | 49 |
|
|
2018
Q2 | $2.11M | Sell |
11,314
-164
| -1% | -$30.6K | 0.5% | 59 |
|
|
2018
Q1 | $2.29M | Buy |
11,478
+857
| +8% | +$171K | 0.57% | 51 |
|
|
2017
Q4 | $2.11M | Buy |
10,621
+584
| +6% | +$116K | 0.75% | 32 |
|
|
2017
Q3 | $1.84M | Sell |
10,037
-1,317
| -12% | -$241K | 0.81% | 29 |
|
|
2017
Q2 | $1.92M | Buy |
11,354
+1,627
| +17% | +$276K | 0.99% | 20 |
|
|
2017
Q1 | $1.62M | Buy |
+9,727
| New | +$1.62M | 0.96% | 17 |
|