UCMOK
United Capital Management of KS’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Hold |
1,165
| – | – | 0.09% | 78 |
|
|
2025
Q1 | $620K | Buy |
1,165
+15
| +1% | +$7.99K | 0.13% | 62 |
|
|
2024
Q4 | $521K | Hold |
1,150
| – | – | 0.09% | 69 |
|
|
2024
Q3 | $529K | Hold |
1,150
| – | – | 0.12% | 64 |
|
|
2024
Q2 | $468K | Sell |
1,150
-12
| -1% | -$4.88K | 0.1% | 63 |
|
|
2024
Q1 | $489K | Buy |
1,162
+48
| +4% | +$20.2K | 0.11% | 66 |
|
|
2023
Q4 | $397K | Sell |
1,114
-17
| -2% | -$6.06K | 0.12% | 66 |
|
|
2023
Q3 | $396K | Buy |
1,131
+2
| +0.2% | +$701 | 0.13% | 67 |
|
|
2023
Q2 | $385K | Sell |
1,129
-70
| -6% | -$23.9K | 0.12% | 70 |
|
|
2023
Q1 | $370K | Hold |
1,199
| – | – | 0.14% | 69 |
|
|
2022
Q4 | $370K | Buy |
1,199
+146
| +14% | +$45.1K | 0.15% | 69 |
|
|
2022
Q3 | $281K | Buy |
1,053
+105
| +11% | +$28K | 0.13% | 76 |
|
|
2022
Q2 | $259K | Sell |
948
-25
| -3% | -$6.83K | 0.12% | 74 |
|
|
2022
Q1 | $343K | Sell |
973
-39
| -4% | -$13.7K | 0.13% | 79 |
|
|
2021
Q4 | $303K | Sell |
1,012
-50
| -5% | -$15K | 0.11% | 78 |
|
|
2021
Q3 | $290K | Hold |
1,062
| – | – | 0.12% | 83 |
|
|
2021
Q2 | $295K | Buy |
+1,062
| New | +$295K | 0.12% | 83 |
|
|
2020
Q4 | – | Sell |
-617
| Closed | -$131K | – | 94 |
|
|
2020
Q3 | $131K | Sell |
617
-619
| -50% | -$131K | 0.07% | 88 |
|
|
2020
Q2 | $221K | Sell |
1,236
-39
| -3% | -$6.97K | 0.13% | 78 |
|
|
2020
Q1 | $233K | Sell |
1,275
-4,694
| -79% | -$858K | 0.2% | 68 |
|
|
2019
Q4 | $1.35M | Buy |
5,969
+1,036
| +21% | +$235K | 0.86% | 41 |
|
|
2019
Q3 | $1.02M | Buy |
4,933
+417
| +9% | +$86.4K | 0.75% | 45 |
|
|
2019
Q2 | $969K | Buy |
4,516
+305
| +7% | +$65.4K | 0.73% | 48 |
|
|
2019
Q1 | $887K | Buy |
4,211
+338
| +9% | +$71.2K | 0.69% | 51 |
|
|
2018
Q4 | $791K | Buy |
3,873
+502
| +15% | +$103K | 0.73% | 50 |
|
|
2018
Q3 | $745K | Buy |
+3,371
| New | +$745K | 0.6% | 59 |
|