KMG Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
34,545
+1,794
| +5% | +$871K | 1.24% | 13 |
|
|
2025
Q1 | $17.4M | Buy |
32,751
+1,212
| +4% | +$645K | 1.45% | 11 |
|
|
2024
Q4 | $14.3M | Buy |
31,539
+652
| +2% | +$296K | 1.18% | 15 |
|
|
2024
Q3 | $14.2M | Buy |
30,887
+5,964
| +24% | +$2.75M | 1.23% | 14 |
|
|
2024
Q2 | $10.1M | Buy |
24,923
+473
| +2% | +$192K | 1% | 25 |
|
|
2024
Q1 | $10.3M | Buy |
24,450
+362
| +2% | +$152K | 1.07% | 25 |
|
|
2023
Q4 | $8.59M | Buy |
24,088
+876
| +4% | +$312K | 1% | 24 |
|
|
2023
Q3 | $8.13M | Buy |
23,212
+851
| +4% | +$298K | 1.07% | 22 |
|
|
2023
Q2 | $7.63M | Buy |
22,361
+12,509
| +127% | +$4.27M | 0.99% | 24 |
|
|
2023
Q1 | $3.04M | Buy |
9,852
+1,939
| +25% | +$599K | 0.44% | 62 |
|
|
2022
Q4 | $2.44M | Buy |
7,913
+158
| +2% | +$48.8K | 0.4% | 74 |
|
|
2022
Q3 | $2.07M | Sell |
7,755
-139
| -2% | -$37.1K | 0.4% | 68 |
|
|
2022
Q2 | $2.16M | Buy |
7,894
+2,113
| +37% | +$577K | 0.4% | 67 |
|
|
2022
Q1 | $2.04M | Buy |
5,781
+1,609
| +39% | +$568K | 0.33% | 79 |
|
|
2021
Q4 | $1.25M | Sell |
4,172
-7
| -0.2% | -$2.09K | 0.19% | 97 |
|
|
2021
Q3 | $1.14M | Sell |
4,179
-55
| -1% | -$15K | 0.19% | 99 |
|
|
2021
Q2 | $1.18M | Buy |
4,234
+404
| +11% | +$112K | 0.21% | 92 |
|
|
2021
Q1 | $978K | Buy |
3,830
+40
| +1% | +$10.2K | 0.19% | 97 |
|
|
2020
Q4 | $862K | Sell |
3,790
-205
| -5% | -$46.6K | 0.18% | 100 |
|
|
2020
Q3 | $851K | Sell |
3,995
-400
| -9% | -$85.2K | 0.21% | 89 |
|
|
2020
Q2 | $785K | Sell |
4,395
-121
| -3% | -$21.6K | 0.22% | 80 |
|
|
2020
Q1 | $826K | Buy |
4,516
+280
| +7% | +$51.2K | 0.27% | 77 |
|
|
2019
Q4 | $959K | Sell |
4,236
-2,401
| -36% | -$544K | 0.29% | 60 |
|
|
2019
Q3 | $1.38M | Buy |
6,637
+408
| +7% | +$84.9K | 0.47% | 44 |
|
|
2019
Q2 | $1.33M | Buy |
6,229
+997
| +19% | +$213K | 0.48% | 43 |
|
|
2019
Q1 | $1.05M | Buy |
5,232
+1,878
| +56% | +$377K | 0.4% | 52 |
|
|
2018
Q4 | $685K | Buy |
+3,354
| New | +$685K | 0.31% | 58 |
|