Key Client Fiduciary Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Key Client Fiduciary Advisors, LLC

$218 Million
Q2 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 4,137 shares of BRK-B stock, worth $1.94 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

4,137

Previous 4,064 1.8%

Holding current value

$1.94 Million

Previous $2.13 Million 5.81%

% of portfolio

0.92%

Previous 1.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$483.48 - $539.8 $35,294 - $39,405	73 Added 1.8%	4,137 $2.01 Million
Q1 2025 Apr 10, 2025	SELL	$442.66 - $534.52 $45,593 - $55,055	-103 Reduced 2.47%	4,064 $2.13 Million
Q4 2024 Jan 17, 2025	SELL	$442.29 - $483.08 $8,845 - $9,661	-20 Reduced 0.48%	4,167 $1.89 Million
Q3 2024 Oct 18, 2024	BUY	$405.19 - $478.57 $65,640 - $77,528	162 Added 4.02%	4,187 $1.93 Million
Q2 2024 Jul 16, 2024	SELL	$396.73 - $420.24 $1,190 - $1,260	-3 Reduced 0.07%	4,025 $1.64 Million
Q1 2024 Apr 15, 2024	BUY	$359.29 - $420.52 $94,133 - $110,176	262 Added 6.96%	4,028 $1.69 Million
Q4 2023 Jan 09, 2024	SELL	$331.71 - $362.68 $26,536 - $29,014	-80 Reduced 2.08%	3,766 $1.34 Million
Q3 2023 Nov 14, 2023	SELL	$340.9 - $370.48 $13,636 - $14,819	-40 Reduced 1.03%	3,846 $1.35 Million
Q2 2023 Jul 13, 2023	SELL	$309.07 - $341.0 $1,545 - $1,705	-5 Reduced 0.13%	3,886 $1.33 Million
Q1 2023 Apr 25, 2023	SELL	$293.51 - $320.37 $8,218 - $8,970	-28 Reduced 0.71%	3,891 $1.2 Million
Q4 2022 Jan 17, 2023	BUY	$264.0 - $318.6 $201,696 - $243,410	764 Added 24.22%	3,919 $0
Q3 2022 Oct 12, 2022	SELL	$264.32 - $306.65 $2,643 - $3,066	-10 Reduced 0.32%	3,155 $842,000
Q2 2022 Jul 19, 2022	SELL	$267.52 - $353.1 $10,968 - $14,477	-41 Reduced 1.28%	3,165 $864,000
Q1 2022 Apr 18, 2022	BUY	$300.79 - $359.57 $293,571 - $350,940	976 Added 43.77%	3,206 $1.13 Million
Q4 2021 Mar 01, 2022	BUY	$273.64 - $300.17 $610,217 - $669,379	2,230 New	2,230 $667,000

Others Institutions Holding BRK-B

# of Institutions

4,988

Shares Held

900M

Call Options Held

18.4M

Put Options Held

12M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $611B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Account

Key Client Fiduciary Advisors, LLC Berkshire Hathaway Inc Class B Transaction History