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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q3 2023 holdings

Shares (Q3 2023)
12,398
Value
$4.34M
% of portfolio
1.9%
Quarters held
11
Since Q1 2021
Holdings of BRK.B by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202312,398$4.34M1.9%−2,773−18.3%ReducedHolders
Q2 202315,171$5.17M1.8%+191+1.3%AddedHolders
Q1 202314,980$4.63M1.7%−221−1.5%ReducedHolders
Q4 202215,201$4.70M2.0%+139+0.9%AddedHolders
Q3 202215,062$4.02M1.9%−279−1.8%ReducedHolders
Q2 202215,341$4.19M1.9%+176+1.2%AddedHolders
Q1 202215,165$5.35M2.5%+288+1.9%AddedHolders
Q4 202114,877$4.45M1.8%+622+4.4%AddedHolders
Q3 202114,255$3.89M1.8%+189+1.3%AddedHolders
Q2 202114,066$3.91M1.8%+347+2.5%AddedHolders
Q1 202113,719$3.50M1.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.