KWB Wealth’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 | $3.06M | Buy |
5,742
+718
| +14% | +$382K | 0.37% | 48 |
|
|
2025
Q1 | $2.28M | Buy |
5,024
+33
| +0.7% | +$15K | 0.27% | 51 |
|
|
2024
Q4 | $2.3M | Sell |
4,991
-41
| -0.8% | -$18.9K | 0.28% | 44 |
|
|
2024
Q3 | $2.05M | Buy |
5,032
+238
| +5% | +$96.8K | 0.27% | 42 |
|
|
2024
Q2 | $2.02M | Sell |
4,794
-57
| -1% | -$24K | 0.28% | 43 |
|
|
2024
Q1 | $2.04M | Buy |
4,851
+3,796
| +360% | +$1.6M | 0.27% | 43 |
|
|
2023
Q4 | $376K | Hold |
1,055
| – | – | 0.05% | 92 |
|
|
2023
Q3 | $360K | Hold |
1,055
| – | – | 0.06% | 92 |
|
|
2023
Q2 | $360K | Hold |
1,055
| – | – | 0.06% | 93 |
|
|
2023
Q1 | $326K | Buy |
1,055
+50
| +5% | +$15.4K | 0.06% | 93 |
|
|
2022
Q4 | $310K | Sell |
1,005
-50
| -5% | -$15.4K | 0.06% | 90 |
|
|
2022
Q3 | $282K | Hold |
1,055
| – | – | 0.06% | 85 |
|
|
2022
Q2 | $288K | Hold |
1,055
| – | – | 0.06% | 87 |
|
|
2022
Q1 | $315K | Hold |
1,055
| – | – | 0.05% | 71 |
|
|
2021
Q4 | $315K | Hold |
1,055
| – | – | 0.05% | 71 |
|
|
2021
Q3 | $288K | Hold |
1,055
| – | – | 0.05% | 73 |
|
|
2021
Q2 | $270K | Sell |
1,055
-40
| -4% | -$10.2K | 0.05% | 72 |
|
|
2021
Q1 | $280K | Buy |
+1,095
| New | +$280K | 0.05% | 69 |
|