Trail Ridge Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
4,466
-46
| -1% | -$21.7K | 1.01% | 27 |
|
|
2025
Q1 | $2.4M | Sell |
4,512
-582
| -11% | -$310K | 1.24% | 22 |
|
|
2024
Q4 | $2.31M | Buy |
5,094
+10
| +0.2% | +$4.53K | 1.1% | 24 |
|
|
2024
Q3 | $2.34M | Sell |
5,084
-3
| -0.1% | -$1.38K | 1.12% | 25 |
|
|
2024
Q2 | $2.07M | Buy |
5,087
+167
| +3% | +$67.9K | 1.07% | 26 |
|
|
2024
Q1 | $2.07M | Sell |
4,920
-348
| -7% | -$146K | 1.17% | 25 |
|
|
2023
Q4 | $1.88M | Sell |
5,268
-118
| -2% | -$42.1K | 1.15% | 26 |
|
|
2023
Q3 | $1.89M | Sell |
5,386
-951
| -15% | -$333K | 1.28% | 23 |
|
|
2023
Q2 | $2.16M | Buy |
6,337
+15
| +0.2% | +$5.12K | 1.33% | 22 |
|
|
2023
Q1 | $1.95M | Buy |
6,322
+528
| +9% | +$163K | 1.27% | 23 |
|
|
2022
Q4 | $1.79M | Buy |
5,794
+47
| +0.8% | +$14.5K | 1.23% | 22 |
|
|
2022
Q3 | $1.78M | Buy |
5,747
+35
| +0.6% | +$10.8K | 1.18% | 23 |
|
|
2022
Q2 | $1.56M | Buy |
5,712
+166
| +3% | +$45.3K | 1.06% | 26 |
|
|
2022
Q1 | $1.96M | Sell |
5,546
-207
| -4% | -$73K | 1.2% | 20 |
|
|
2021
Q4 | $1.72M | Buy |
+5,753
| New | +$1.72M | 1.03% | 27 |
|