Colonial Trust’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
14,222
+142
| +1% | +$69K | 1.01% | 27 |
|
|
2025
Q1 | $7.5M | Sell |
14,080
-148
| -1% | -$78.8K | 1.16% | 20 |
|
|
2024
Q4 | $6.45M | Buy |
14,228
+1,186
| +9% | +$538K | 0.96% | 26 |
|
|
2024
Q3 | $6M | Buy |
13,042
+316
| +2% | +$145K | 0.93% | 29 |
|
|
2024
Q2 | $5.18M | Buy |
12,726
+358
| +3% | +$146K | 0.91% | 34 |
|
|
2024
Q1 | $5.2M | Buy |
12,368
+3
| +0% | +$1.26K | 0.97% | 29 |
|
|
2023
Q4 | $4.41M | Buy |
12,365
+1,002
| +9% | +$357K | 0.92% | 29 |
|
|
2023
Q3 | $3.98M | Sell |
11,363
-275
| -2% | -$96.3K | 0.98% | 29 |
|
|
2023
Q2 | $3.97M | Buy |
11,638
+820
| +8% | +$280K | 0.95% | 28 |
|
|
2023
Q1 | $3.34M | Sell |
10,818
-38
| -0.4% | -$11.7K | 0.85% | 33 |
|
|
2022
Q4 | $3.35M | Sell |
10,856
-115
| -1% | -$35.5K | 0.92% | 31 |
|
|
2022
Q3 | $2.93M | Buy |
+10,971
| New | +$2.93M | 0.93% | 31 |
|