Kathmere Capital Management, LLC's ownership history for BRK.B

Kathmere Capital Management, LLC currently holds 7.4K shares with a market value of $3.7M. It started holding BRK.B on 2024-09-30. At its peak, it held 7.6K shares on 2025-06-30. Its highest holding value was $3.9M on 2025-03-31. At its lowest, it held 6.4K shares on 2024-09-30, with a value of $3.0M on 2024-09-30. In the recent 180 days, Kathmere Capital Management, LLC has increased its shares by 43. In the recent year, Kathmere Capital Management, LLC has increased its shares by 979.

It has also owned 66 contracts of calls, with the market value of the underlying securities totaling $1.5M on 2024-09-30. At its peak, it held 91 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $2.1M on 2025-03-31. At its lowest, it held 66 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $1.4M on 2025-06-30. In the recent 180 days, Kathmere Capital Management, LLC has decreased its holdings by 12 contracts. In the recent year, Kathmere Capital Management, LLC has decreased its holdings by 8 contracts.