Kozak & Associates’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 | $179K | Buy |
373
+9
| +2% | +$4.31K | 0.04% | 85 |
|
|
2025
Q1 | $193K | Sell |
364
-250
| -41% | -$132K | 0.05% | 73 |
|
|
2024
Q4 | $278K | Buy |
614
+64
| +12% | +$29K | 0.06% | 64 |
|
|
2024
Q3 | $256K | Sell |
550
-250
| -31% | -$116K | 0.06% | 71 |
|
|
2024
Q2 | $325K | Hold |
800
| – | – | 0.08% | 62 |
|
|
2024
Q1 | $330K | Hold |
800
| – | – | 0.09% | 60 |
|
|
2023
Q4 | $289K | Buy |
800
+5
| +0.6% | +$1.81K | 0.09% | 63 |
|
|
2023
Q3 | $275K | Buy |
795
+10
| +1% | +$3.46K | 0.1% | 66 |
|
|
2023
Q2 | $268K | Hold |
785
| – | – | 0.11% | 72 |
|
|
2023
Q1 | $242K | Sell |
785
-34
| -4% | -$10.5K | 0.11% | 80 |
|
|
2022
Q4 | $253K | Sell |
819
-798
| -49% | -$247K | 0.13% | 75 |
|
|
2022
Q3 | $432K | Buy |
1,617
+1,550
| +2,313% | +$414K | 0.27% | 37 |
|
|
2022
Q2 | $18K | Hold |
67
| – | – | 0.01% | 201 |
|
|
2022
Q1 | $22K | Hold |
67
| – | – | 0.01% | 206 |
|
|
2021
Q4 | $22K | Buy |
67
+34
| +103% | +$11.2K | 0.01% | 206 |
|
|
2021
Q3 | $9K | Buy |
+33
| New | +$9K | 0.01% | 247 |
|