KWA
Kingswood Wealth Advisors’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 | $7.83M | Buy |
16,126
+2,527
| +19% | +$1.23M | 0.62% | 22 |
|
|
2025
Q1 | $7.24M | Sell |
13,599
-5,106
| -27% | -$2.72M | 0.66% | 21 |
|
|
2024
Q4 | $8.48M | Sell |
18,705
-5,741
| -23% | -$2.6M | 0.64% | 20 |
|
|
2024
Q3 | $11.2M | Buy |
24,446
+4,346
| +22% | +$2M | 0.8% | 18 |
|
|
2024
Q2 | $8.18M | Buy |
20,100
+3,695
| +23% | +$1.5M | 0.74% | 16 |
|
|
2024
Q1 | $6.9M | Sell |
16,405
-1,962
| -11% | -$825K | 0.8% | 18 |
|
|
2023
Q4 | $6.55M | Buy |
18,367
+13,950
| +316% | +$4.98M | 0.74% | 16 |
|
|
2023
Q3 | $5.67M | Sell |
4,417
-2,409
| -35% | -$3.09M | 0.97% | 14 |
|
|
2023
Q2 | $2.33M | Buy |
+6,826
| New | +$2.33M | 0.74% | 31 |
|