KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.52M | Hold |
17
| – | – | 0.49% | 46 |
|
|
2014
Q2 | $3.23M | Hold |
17
| – | – | 0.46% | 54 |
|
|
2014
Q1 | $3.19M | Sell |
17
-1
| -6% | -$187K | 0.5% | 43 |
|
|
2013
Q4 | $3.2M | Hold |
18
| – | – | 0.54% | 38 |
|
|
2013
Q3 | $3.07M | Hold |
18
| – | – | 0.75% | 21 |
|
|
2013
Q2 | $3.04M | Buy |
+18
| New | +$3.04M | 0.85% | 18 |
|