Idaho Trust Bank’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 | $4.28M | Buy |
8,821
+181
| +2% | +$87.9K | 1.53% | 27 |
|
|
2025
Q1 | $4.6M | Buy |
8,640
+7,640
| +764% | +$4.07M | 1.88% | 16 |
|
|
2024
Q4 | $453K | Hold |
1,000
| – | – | 0.23% | 54 |
|
|
2024
Q3 | $460K | Hold |
1,000
| – | – | 0.22% | 63 |
|
|
2024
Q2 | $407K | Sell |
1,000
-4,934
| -83% | -$2.01M | 0.21% | 64 |
|
|
2024
Q1 | $2.5M | Buy |
5,934
+4,934
| +493% | +$2.07M | 2.41% | 10 |
|
|
2023
Q4 | $357K | Hold |
1,000
| – | – | 0.21% | 64 |
|
|
2023
Q3 | $350K | Sell |
1,000
-50
| -5% | -$17.5K | 0.23% | 63 |
|
|
2023
Q2 | $358K | Buy |
+1,050
| New | +$358K | 0.22% | 63 |
|