Kiwi Wealth Investments Limited Partnership’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35,984
| Closed | -$12.3M | – | 71 |
|
|
2023
Q2 | $12.3M | Sell |
35,984
-1,050
| -3% | -$358K | 0.76% | 36 |
|
|
2023
Q1 | $11.4M | Buy |
37,034
+31,068
| +521% | +$9.59M | 0.74% | 39 |
|
|
2022
Q4 | $1.84M | Sell |
5,966
-3,361
| -36% | -$1.04M | 0.12% | 145 |
|
|
2022
Q3 | $2.55M | Hold |
9,327
| – | – | 0.18% | 132 |
|
|
2022
Q2 | $2.55M | Buy |
9,327
+2,280
| +32% | +$622K | 0.18% | 132 |
|
|
2022
Q1 | $2.49M | Buy |
7,047
+3,894
| +124% | +$1.37M | 0.13% | 157 |
|
|
2021
Q4 | $943K | Buy |
3,153
+989
| +46% | +$296K | 0.04% | 209 |
|
|
2021
Q3 | $591K | Sell |
2,164
-656
| -23% | -$179K | 0.03% | 222 |
|
|
2021
Q2 | $784K | Sell |
2,820
-751
| -21% | -$209K | 0.04% | 209 |
|
|
2021
Q1 | $912K | Buy |
3,571
+1,038
| +41% | +$265K | 0.05% | 188 |
|
|
2020
Q4 | $587K | Hold |
2,533
| – | – | 0.03% | 243 |
|
|
2020
Q3 | $539K | Buy |
+2,533
| New | +$539K | 0.04% | 229 |
|
|
2020
Q2 | – | Sell |
-1,955
| Closed | -$357K | – | 210 |
|
|
2020
Q1 | $357K | Buy |
+1,955
| New | +$357K | 0.04% | 164 |
|
|
2016
Q3 | – | Sell |
-85,648
| Closed | -$12.4M | – | 126 |
|
|
2016
Q2 | $12.4M | Sell |
85,648
-54,785
| -39% | -$7.93M | 1.21% | 24 |
|
|
2016
Q1 | $19.9M | Buy |
140,433
+26,665
| +23% | +$3.78M | 2.04% | 6 |
|
|
2015
Q4 | $15M | Sell |
113,768
-2,883
| -2% | -$381K | 1.68% | 20 |
|
|
2015
Q3 | $15.2M | Sell |
116,651
-4,387
| -4% | -$572K | 1.79% | 18 |
|
|
2015
Q2 | $16.5M | Buy |
+121,038
| New | +$16.5M | 1.76% | 18 |
|