KWB Wealth's ownership history for BRK.B

KWB Wealth currently holds 5.5K shares with a market value of $2.7M. It started holding BRK.B on 2024-09-30. At its peak, it held 5.7K shares on 2025-06-30. Its highest holding value was $3.1M on 2025-06-30. At its lowest, it held 5.0K shares on 2024-12-31, with a value of $2.0M on 2024-09-30. In the recent 180 days, KWB Wealth has increased its shares by 511. In the recent year, KWB Wealth has increased its shares by 503.