KMG Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
2
| – | – | 0.11% | 162 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.13% | 150 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.11% | 155 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.12% | 151 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.12% | 135 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.13% | 132 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.13% | 137 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.14% | 134 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.13% | 138 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.13% | 144 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.15% | 126 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.16% | 115 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.15% | 115 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.17% | 103 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.14% | 112 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.14% | 112 |
|
|
2021
Q2 | $837K | Buy |
+2
| New | +$837K | 0.15% | 107 |
|