Koa Wealth Management’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 | $19M | Buy |
39,022
+220
| +0.6% | +$107K | 15.05% | 1 |
|
|
2025
Q1 | $20.7M | Sell |
38,802
-498
| -1% | -$265K | 16.69% | 1 |
|
|
2024
Q4 | $17.8M | Sell |
39,300
-295
| -0.7% | -$134K | 14.56% | 1 |
|
|
2024
Q3 | $18.2M | Sell |
39,595
-723
| -2% | -$333K | 14.08% | 1 |
|
|
2024
Q2 | $16.4M | Sell |
40,318
-162
| -0.4% | -$65.9K | 13.86% | 1 |
|
|
2024
Q1 | $17M | Sell |
40,480
-300
| -0.7% | -$126K | 15.34% | 1 |
|
|
2023
Q4 | $14.5M | Buy |
+40,780
| New | +$14.5M | 14.36% | 2 |
|