Trajan Wealth’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 | $25M | Buy |
51,447
+4,908
| +11% | +$2.38M | 1.22% | 21 |
|
|
2025
Q1 | $24.8M | Buy |
46,539
+3,797
| +9% | +$2.02M | 1.35% | 19 |
|
|
2024
Q4 | $19.4M | Buy |
42,742
+4,123
| +11% | +$1.87M | 1.07% | 24 |
|
|
2024
Q3 | $17.8M | Buy |
38,619
+4,698
| +14% | +$2.16M | 1.05% | 27 |
|
|
2024
Q2 | $13.8M | Buy |
33,921
+3,785
| +13% | +$1.54M | 0.89% | 29 |
|
|
2024
Q1 | $12.7M | Buy |
+30,136
| New | +$12.7M | 0.86% | 32 |
|