TPCW
TD Private Client Wealth’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 | $8.21M | Buy |
16,903
+1,854
| +12% | +$901K | 0.2% | 77 |
|
|
2025
Q1 | $8.01M | Sell |
15,049
-114
| -0.8% | -$60.7K | 0.22% | 72 |
|
|
2024
Q4 | $6.87M | Buy |
15,163
+201
| +1% | +$91.1K | 0.19% | 79 |
|
|
2024
Q3 | $6.89M | Sell |
14,962
-4,583
| -23% | -$2.11M | 0.2% | 81 |
|
|
2024
Q2 | $7.95M | Sell |
19,545
-925
| -5% | -$376K | 0.25% | 66 |
|
|
2024
Q1 | $8.61M | Buy |
20,470
+1,690
| +9% | +$711K | 0.28% | 60 |
|
|
2023
Q4 | $6.7M | Sell |
18,780
-1,121
| -6% | -$400K | 0.24% | 68 |
|
|
2023
Q3 | $6.97M | Sell |
19,901
-2,172
| -10% | -$761K | 0.3% | 60 |
|
|
2023
Q2 | $7.53M | Sell |
22,073
-789
| -3% | -$269K | 0.33% | 57 |
|
|
2023
Q1 | $7.06M | Sell |
22,862
-3,119
| -12% | -$963K | 0.32% | 61 |
|
|
2022
Q4 | $8.03M | Sell |
25,981
-2,975
| -10% | -$919K | 0.38% | 48 |
|
|
2022
Q3 | $7.73M | Buy |
28,956
+1,869
| +7% | +$499K | 0.4% | 47 |
|
|
2022
Q2 | $7.4M | Buy |
27,087
+4,409
| +19% | +$1.2M | 0.36% | 54 |
|
|
2022
Q1 | $8M | Sell |
22,678
-2,263
| -9% | -$799K | 0.34% | 60 |
|
|
2021
Q4 | $7.46M | Buy |
24,941
+1,659
| +7% | +$496K | 0.31% | 65 |
|
|
2021
Q3 | $6.35M | Buy |
23,282
+4,846
| +26% | +$1.32M | 0.27% | 83 |
|
|
2021
Q2 | $5.12M | Sell |
18,436
-3,630
| -16% | -$1.01M | 0.22% | 98 |
|
|
2021
Q1 | $5.64M | Sell |
22,066
-2,774
| -11% | -$709K | 0.26% | 88 |
|
|
2020
Q4 | $5.76M | Sell |
24,840
-1,070
| -4% | -$248K | 0.29% | 80 |
|
|
2020
Q3 | $5.52M | Sell |
25,910
-3,261
| -11% | -$694K | 0.31% | 72 |
|
|
2020
Q2 | $5.21M | Buy |
29,171
+2,872
| +11% | +$513K | 0.3% | 71 |
|
|
2020
Q1 | $4.81M | Buy |
26,299
+689
| +3% | +$126K | 0.34% | 66 |
|
|
2019
Q4 | $5.8M | Buy |
+25,610
| New | +$5.8M | 0.35% | 67 |
|