TBWA
Three Bridge 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 | $2.96M | Buy |
6,086
+1,287
| +27% | +$625K | 0.78% | 26 |
|
|
2025
Q1 | $2.56M | Buy |
4,799
+12
| +0.3% | +$6.39K | 0.89% | 21 |
|
|
2024
Q4 | $2.17M | Sell |
4,787
-31
| -0.6% | -$14.1K | 0.76% | 29 |
|
|
2024
Q3 | $2.22M | Buy |
4,818
+40
| +0.8% | +$18.4K | 0.82% | 28 |
|
|
2024
Q2 | $1.94M | Sell |
4,778
-173
| -3% | -$70.4K | 0.77% | 27 |
|
|
2024
Q1 | $2.08M | Sell |
4,951
-464
| -9% | -$195K | 0.82% | 27 |
|
|
2023
Q4 | $1.93M | Sell |
5,415
-260
| -5% | -$92.7K | 0.67% | 25 |
|
|
2023
Q3 | $1.99M | Buy |
5,675
+34
| +0.6% | +$11.9K | 0.83% | 23 |
|
|
2023
Q2 | $1.92M | Sell |
5,641
-381
| -6% | -$130K | 0.81% | 24 |
|
|
2023
Q1 | $1.86M | Buy |
6,022
+239
| +4% | +$73.8K | 0.86% | 25 |
|
|
2022
Q4 | $1.79M | Sell |
5,783
-214
| -4% | -$66.1K | 0.96% | 21 |
|
|
2022
Q3 | $1.6M | Sell |
5,997
-37
| -0.6% | -$9.88K | 0.81% | 22 |
|
|
2022
Q2 | $1.65M | Sell |
6,034
-168
| -3% | -$45.9K | 0.81% | 25 |
|
|
2022
Q1 | $2.19M | Buy |
+6,202
| New | +$2.19M | 0.61% | 21 |
|