TWM
Tradition 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 | $11.9M | Buy |
24,471
+557
| +2% | +$271K | 0.95% | 30 |
|
|
2025
Q1 | $12.7M | Buy |
23,914
+284
| +1% | +$151K | 1.12% | 25 |
|
|
2024
Q4 | $10.7M | Sell |
23,630
-641
| -3% | -$291K | 0.94% | 32 |
|
|
2024
Q3 | $11.2M | Sell |
24,271
-166
| -0.7% | -$76.4K | 1% | 28 |
|
|
2024
Q2 | $9.94M | Sell |
24,437
-151
| -0.6% | -$61.4K | 0.96% | 28 |
|
|
2024
Q1 | $10.3M | Sell |
24,588
-378
| -2% | -$159K | 1.05% | 26 |
|
|
2023
Q4 | $8.9M | Buy |
24,966
+365
| +1% | +$130K | 0.93% | 28 |
|
|
2023
Q3 | $8.62M | Buy |
24,601
+219
| +0.9% | +$76.7K | 1.03% | 26 |
|
|
2023
Q2 | $8.31M | Buy |
24,382
+1,602
| +7% | +$546K | 0.97% | 25 |
|
|
2023
Q1 | $7.03M | Buy |
22,780
+7,081
| +45% | +$2.19M | 0.87% | 30 |
|
|
2022
Q4 | $4.85M | Buy |
15,699
+471
| +3% | +$146K | 0.68% | 46 |
|
|
2022
Q3 | $4.07M | Sell |
15,228
-14
| -0.1% | -$3.74K | 0.61% | 47 |
|
|
2022
Q2 | $4.16M | Buy |
15,242
+2,066
| +16% | +$564K | 0.6% | 48 |
|
|
2022
Q1 | $4.65M | Sell |
13,176
-216
| -2% | -$76.2K | 0.59% | 51 |
|
|
2021
Q4 | $4M | Buy |
13,392
+346
| +3% | +$103K | 0.5% | 54 |
|
|
2021
Q3 | $3.56M | Buy |
13,046
+729
| +6% | +$199K | 0.51% | 54 |
|
|
2021
Q2 | $3.42M | Sell |
12,317
-95
| -0.8% | -$26.4K | 0.51% | 52 |
|
|
2021
Q1 | $3.17M | Sell |
12,412
-169
| -1% | -$43.2K | 0.55% | 59 |
|
|
2020
Q4 | $2.92M | Buy |
+12,581
| New | +$2.92M | 0.57% | 51 |
|