TWA
TCI Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
21,446
+1,434
| +7% | +$697K | 0.71% | 24 |
|
|
2025
Q1 | $10.7M | Buy |
20,012
+235
| +1% | +$125K | 0.85% | 22 |
|
|
2024
Q4 | $8.96M | Sell |
19,777
-411
| -2% | -$186K | 0.75% | 22 |
|
|
2024
Q3 | $9.29M | Sell |
20,188
-625
| -3% | -$288K | 0.78% | 21 |
|
|
2024
Q2 | $8.47M | Buy |
20,813
+579
| +3% | +$236K | 0.8% | 22 |
|
|
2024
Q1 | $8.51M | Sell |
20,234
-521
| -3% | -$219K | 0.84% | 21 |
|
|
2023
Q4 | $7.4M | Sell |
20,755
-335
| -2% | -$119K | 0.79% | 22 |
|
|
2023
Q3 | $7.39M | Buy |
21,090
+3,078
| +17% | +$1.08M | 0.94% | 16 |
|
|
2023
Q2 | $6.14M | Buy |
18,012
+32
| +0.2% | +$10.9K | 0.78% | 21 |
|
|
2023
Q1 | $5.55M | Buy |
17,980
+487
| +3% | +$150K | 0.72% | 21 |
|
|
2022
Q4 | $5.4M | Buy |
17,493
+311
| +2% | +$96.1K | 0.75% | 20 |
|
|
2022
Q3 | $4.59M | Sell |
17,182
-161
| -0.9% | -$43K | 0.74% | 21 |
|
|
2022
Q2 | $4.74M | Sell |
17,343
-42
| -0.2% | -$11.5K | 0.72% | 21 |
|
|
2022
Q1 | $6.14M | Sell |
17,385
-248
| -1% | -$87.5K | 0.92% | 14 |
|
|
2021
Q4 | $5.27M | Buy |
17,633
+702
| +4% | +$210K | 0.78% | 16 |
|
|
2021
Q3 | $4.62M | Buy |
16,931
+165
| +1% | +$45K | 0.71% | 17 |
|
|
2021
Q2 | $4.66M | Sell |
16,766
-5
| -0% | -$1.39K | 0.79% | 14 |
|
|
2021
Q1 | $4.28M | Sell |
16,771
-91
| -0.5% | -$23.2K | 1.82% | 8 |
|
|
2020
Q4 | $3.91M | Buy |
16,862
+42
| +0.2% | +$9.74K | 1.75% | 8 |
|
|
2020
Q3 | $3.58M | Sell |
16,820
-1
| -0% | -$213 | 1.42% | 8 |
|
|
2020
Q2 | $3M | Sell |
16,821
-510
| -3% | -$91K | 1.28% | 9 |
|
|
2020
Q1 | $3.17M | Sell |
17,331
-132
| -0.8% | -$24.1K | 1.56% | 8 |
|
|
2019
Q4 | $3.96M | Sell |
17,463
-201
| -1% | -$45.5K | 1.54% | 12 |
|
|
2019
Q3 | $3.67M | Sell |
17,664
-16
| -0.1% | -$3.33K | 1.63% | 11 |
|
|
2019
Q2 | $3.77M | Sell |
17,680
-541
| -3% | -$115K | 1.7% | 11 |
|
|
2019
Q1 | $3.66M | Sell |
18,221
-326
| -2% | -$65.5K | 1.61% | 11 |
|
|
2018
Q4 | $3.79M | Sell |
18,547
-179
| -1% | -$36.5K | 1.83% | 11 |
|
|
2018
Q3 | $4.01M | Sell |
18,726
-50
| -0.3% | -$10.7K | 1.68% | 11 |
|
|
2018
Q2 | $3.51M | Sell |
18,776
-28
| -0.1% | -$5.23K | 1.56% | 14 |
|
|
2018
Q1 | $3.75M | Sell |
18,804
-237
| -1% | -$47.3K | 1.74% | 12 |
|
|
2017
Q4 | $3.77M | Sell |
19,041
-481
| -2% | -$95.3K | 1.66% | 12 |
|
|
2017
Q3 | $3.58M | Buy |
19,522
+83
| +0.4% | +$15.2K | 1.75% | 11 |
|
|
2017
Q2 | $3.29M | Sell |
19,439
-194
| -1% | -$32.9K | 1.68% | 13 |
|
|
2017
Q1 | $3.27M | Buy |
19,633
+64
| +0.3% | +$10.7K | 1.71% | 11 |
|
|
2016
Q4 | $3.19M | Sell |
19,569
-629
| -3% | -$103K | 1.67% | 10 |
|
|
2016
Q3 | $2.92M | Sell |
20,198
-78
| -0.4% | -$11.3K | 1.59% | 14 |
|
|
2016
Q2 | $2.94M | Sell |
20,276
-224
| -1% | -$32.4K | 1.63% | 13 |
|
|
2016
Q1 | $2.91M | Buy |
20,500
+171
| +0.8% | +$24.3K | 1.61% | 13 |
|
|
2015
Q4 | $2.68M | Buy |
20,329
+482
| +2% | +$63.6K | 1.5% | 13 |
|
|
2015
Q3 | $2.59M | Sell |
19,847
-451
| -2% | -$58.8K | 1.56% | 12 |
|
|
2015
Q2 | $2.76M | Buy |
20,298
+1,186
| +6% | +$161K | 1.58% | 10 |
|
|
2015
Q1 | $2.76M | Hold |
19,112
| – | – | 1.73% | 10 |
|
|
2014
Q4 | $2.87M | Buy |
19,112
+597
| +3% | +$89.7K | 1.78% | 11 |
|
|
2014
Q3 | $2.56M | Buy |
18,515
+599
| +3% | +$82.8K | 1.61% | 12 |
|
|
2014
Q2 | $2.27M | Sell |
17,916
-30
| -0.2% | -$3.8K | 1.36% | 15 |
|
|
2014
Q1 | $2.27M | Sell |
17,946
-1,343
| -7% | -$170K | 1.48% | 13 |
|
|
2013
Q4 | $2.29M | Buy |
19,289
+817
| +4% | +$96.9K | 1.43% | 13 |
|
|
2013
Q3 | $2.1M | Sell |
18,472
-6,635
| -26% | -$753K | 1.59% | 12 |
|
|
2013
Q2 | $2.81M | Buy |
+25,107
| New | +$2.81M | 2.13% | 9 |
|