TTWM
TCV Trust & Wealth Management’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 | $4.76M | Buy |
9,805
+1,086
| +12% | +$528K | 0.42% | 58 |
|
|
2025
Q1 | $4.64M | Sell |
8,719
-108
| -1% | -$57.5K | 0.43% | 56 |
|
|
2024
Q4 | $4M | Sell |
8,827
-37
| -0.4% | -$16.8K | 0.37% | 62 |
|
|
2024
Q3 | $4.08M | Sell |
8,864
-122
| -1% | -$56.2K | 0.37% | 65 |
|
|
2024
Q2 | $3.66M | Sell |
8,986
-13
| -0.1% | -$5.29K | 0.35% | 62 |
|
|
2024
Q1 | $3.78M | Sell |
8,999
-15
| -0.2% | -$6.31K | 0.36% | 63 |
|
|
2023
Q4 | $3.21M | Sell |
9,014
-752
| -8% | -$268K | 0.32% | 64 |
|
|
2023
Q3 | $3.42M | Buy |
9,766
+32
| +0.3% | +$11.2K | 0.38% | 62 |
|
|
2023
Q2 | $3.32M | Sell |
9,734
-458
| -4% | -$156K | 0.35% | 67 |
|
|
2023
Q1 | $3.15M | Buy |
10,192
+210
| +2% | +$64.8K | 0.35% | 68 |
|
|
2022
Q4 | $3.08M | Buy |
9,982
+75
| +0.8% | +$23.2K | 0.35% | 68 |
|
|
2022
Q3 | $2.65M | Sell |
9,907
-110
| -1% | -$29.4K | 0.34% | 69 |
|
|
2022
Q2 | $2.74M | Sell |
10,017
-222
| -2% | -$60.6K | 0.33% | 71 |
|
|
2022
Q1 | $3.61M | Sell |
10,239
-1,641
| -14% | -$579K | 0.39% | 66 |
|
|
2021
Q4 | $3.55M | Buy |
11,880
+1,418
| +14% | +$424K | 0.35% | 68 |
|
|
2021
Q3 | $2.86M | Buy |
10,462
+1,465
| +16% | +$400K | 0.32% | 71 |
|
|
2021
Q2 | $2.49M | Sell |
8,997
-665
| -7% | -$184K | 0.27% | 76 |
|
|
2021
Q1 | $2.47M | Buy |
9,662
+503
| +5% | +$129K | 0.29% | 74 |
|
|
2020
Q4 | $2.12M | Sell |
9,159
-498
| -5% | -$115K | 0.26% | 77 |
|
|
2020
Q3 | $2.06M | Buy |
9,657
+48
| +0.5% | +$10.2K | 0.28% | 76 |
|
|
2020
Q2 | $1.72M | Sell |
9,609
-114
| -1% | -$20.3K | 0.24% | 79 |
|
|
2020
Q1 | $1.78M | Sell |
9,723
-2,788
| -22% | -$510K | 0.29% | 76 |
|
|
2019
Q4 | $2.83M | Sell |
12,511
-220
| -2% | -$49.8K | 0.34% | 71 |
|
|
2019
Q3 | $2.65M | Sell |
12,731
-1,241
| -9% | -$258K | 0.34% | 71 |
|
|
2019
Q2 | $2.98M | Sell |
13,972
-605
| -4% | -$129K | 0.39% | 68 |
|
|
2019
Q1 | $2.93M | Sell |
14,577
-5,631
| -28% | -$1.13M | 0.39% | 68 |
|
|
2018
Q4 | $4.13M | Buy |
20,208
+9,412
| +87% | +$1.92M | 0.6% | 51 |
|
|
2018
Q3 | $2.31M | Buy |
10,796
+127
| +1% | +$27.2K | 0.31% | 74 |
|
|
2018
Q2 | $1.99M | Buy |
10,669
+1,995
| +23% | +$372K | 0.28% | 75 |
|
|
2018
Q1 | $1.73M | Buy |
8,674
+145
| +2% | +$28.9K | 0.25% | 83 |
|
|
2017
Q4 | $1.69M | Sell |
8,529
-271
| -3% | -$53.7K | 0.24% | 85 |
|
|
2017
Q3 | $1.61M | Buy |
8,800
+559
| +7% | +$103K | 0.24% | 80 |
|
|
2017
Q2 | $1.4M | Buy |
8,241
+350
| +4% | +$59.2K | 0.21% | 88 |
|
|
2017
Q1 | $1.32M | Sell |
7,891
-24
| -0.3% | -$4K | 0.2% | 91 |
|
|
2016
Q4 | $1.29M | Buy |
7,915
+1,525
| +24% | +$249K | 0.21% | 87 |
|
|
2016
Q3 | $923K | Sell |
6,390
-225
| -3% | -$32.5K | 0.16% | 95 |
|
|
2016
Q2 | $958K | Sell |
6,615
-10
| -0.2% | -$1.45K | 0.17% | 96 |
|
|
2016
Q1 | $940K | Hold |
6,625
| – | – | 0.17% | 92 |
|
|
2015
Q4 | $874K | Sell |
6,625
-100
| -1% | -$13.2K | 0.16% | 95 |
|
|
2015
Q3 | $877K | Buy |
6,725
+75
| +1% | +$9.78K | 0.16% | 100 |
|
|
2015
Q2 | $906K | Buy |
6,650
+100
| +2% | +$13.6K | 0.15% | 103 |
|
|
2015
Q1 | $946K | Hold |
6,550
| – | – | 0.15% | 103 |
|
|
2014
Q4 | $983K | Buy |
6,550
+30
| +0.5% | +$4.5K | 0.16% | 102 |
|
|
2014
Q3 | $900K | Hold |
6,520
| – | – | 0.15% | 105 |
|
|
2014
Q2 | $825K | Buy |
6,520
+250
| +4% | +$31.6K | 0.13% | 109 |
|
|
2014
Q1 | $784K | Buy |
6,270
+903
| +17% | +$113K | 0.13% | 111 |
|
|
2013
Q4 | $636K | Hold |
5,367
| – | – | 0.11% | 119 |
|
|
2013
Q3 | $609K | Sell |
5,367
-67
| -1% | -$7.6K | 0.12% | 111 |
|
|
2013
Q2 | $609K | Buy |
+5,434
| New | +$609K | 0.12% | 109 |
|