TTWM

TCV Trust & Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Buy	3 +1	+50%	+$729K	0.19%	75
2025 Q1	$1.6M	Hold	2	–	–	0.15%	84
2024 Q4	$1.36M	Hold	2	–	–	0.13%	84
2024 Q3	$1.38M	Hold	2	–	–	0.12%	86
2024 Q2	$1.22M	Hold	2	–	–	0.12%	90
2024 Q1	$1.27M	Hold	2	–	–	0.12%	89
2023 Q4	$1.09M	Hold	2	–	–	0.11%	93
2023 Q3	$1.06M	Hold	2	–	–	0.12%	94
2023 Q2	$1.04M	Hold	2	–	–	0.11%	96
2023 Q1	$931K	Hold	2	–	–	0.1%	102
2022 Q4	$937K	Hold	2	–	–	0.11%	104
2022 Q3	$812K	Hold	2	–	–	0.1%	102
2022 Q2	$818K	Hold	2	–	–	0.1%	110
2022 Q1	$1.06M	Sell	2 -2	-50%	-$1.06M	0.11%	106
2021 Q4	$1.8M	Buy	4 +2	+100%	+$902K	0.18%	85
2021 Q3	$822K	Buy	2 +1	+100%	+$411K	0.09%	117
2021 Q2	$417K	Hold	1	–	–	0.05%	144
2021 Q1	$386K	Hold	1	–	–	0.04%	146
2020 Q4	$348K	Hold	1	–	–	0.04%	150
2020 Q3	$320K	Hold	1	–	–	0.04%	145
2020 Q2	$267K	Hold	1	–	–	0.04%	156
2020 Q1	$272K	Hold	1	–	–	0.04%	144
2019 Q4	$340K	Hold	1	–	–	0.04%	153
2019 Q3	$312K	Hold	1	–	–	0.04%	159
2019 Q2	$318K	Hold	1	–	–	0.04%	161
2019 Q1	$301K	Hold	1	–	–	0.04%	169
2018 Q4	$306K	Hold	1	–	–	0.04%	168
2018 Q3	$320K	Hold	1	–	–	0.04%	169
2018 Q2	$282K	Hold	1	–	–	0.04%	175
2018 Q1	$299K	Hold	1	–	–	0.04%	159
2017 Q4	$298K	Hold	1	–	–	0.04%	161
2017 Q3	$275K	Hold	1	–	–	0.04%	164
2017 Q2	$255K	Hold	1	–	–	0.04%	165
2017 Q1	$250K	Hold	1	–	–	0.04%	169
2016 Q4	$244K	Hold	1	–	–	0.04%	160
2016 Q3	$216K	Hold	1	–	–	0.04%	156
2016 Q2	$217K	Hold	1	–	–	0.04%	156
2016 Q1	$213K	Buy	+1	New	+$213K	0.04%	153
2015 Q3	–	Sell	-1	Closed	-$205K	–	168
2015 Q2	$205K	Hold	1	–	–	0.03%	170
2015 Q1	$218K	Hold	1	–	–	0.04%	169
2014 Q4	$226K	Hold	1	–	–	0.04%	163
2014 Q3	$207K	Buy	+1	New	+$207K	0.03%	167