TFA
Tranquilli Financial Advisor’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 | $2.09M | Buy |
4,299
+112
| +3% | +$54.4K | 1.29% | 23 |
|
|
2025
Q1 | $2.23M | Sell |
4,187
-899
| -18% | -$479K | 1.41% | 24 |
|
|
2024
Q4 | $2.31M | Sell |
5,086
-142
| -3% | -$64.4K | 1.46% | 20 |
|
|
2024
Q3 | $2.41M | Sell |
5,228
-84
| -2% | -$38.7K | 1.51% | 21 |
|
|
2024
Q2 | $2.15M | Sell |
5,312
-12
| -0.2% | -$4.86K | 1.44% | 21 |
|
|
2024
Q1 | $2.24M | Sell |
5,324
-382
| -7% | -$161K | 1.49% | 20 |
|
|
2023
Q4 | $2.04M | Buy |
5,706
+481
| +9% | +$172K | 1.44% | 16 |
|
|
2023
Q3 | $1.83M | Sell |
5,225
-173
| -3% | -$60.6K | 1.32% | 22 |
|
|
2023
Q2 | $1.84M | Buy |
5,398
+172
| +3% | +$58.7K | 1.3% | 19 |
|
|
2023
Q1 | $1.61M | Buy |
5,226
+186
| +4% | +$57.4K | 1.21% | 18 |
|
|
2022
Q4 | $1.56M | Buy |
5,040
+889
| +21% | +$275K | 1.18% | 10 |
|
|
2022
Q3 | $1.11M | Buy |
4,151
+833
| +25% | +$222K | 0.88% | 9 |
|
|
2022
Q2 | $906K | Buy |
3,318
+134
| +4% | +$36.6K | 0.69% | 18 |
|
|
2022
Q1 | $1.12M | Sell |
3,184
-70
| -2% | -$24.7K | 0.8% | 33 |
|
|
2021
Q4 | $973K | Sell |
3,254
-82
| -2% | -$24.5K | 0.68% | 39 |
|
|
2021
Q3 | $911K | Buy |
3,336
+50
| +2% | +$13.7K | 0.68% | 36 |
|
|
2021
Q2 | $913K | Buy |
3,286
+86
| +3% | +$23.9K | 0.69% | 36 |
|
|
2021
Q1 | $818K | Buy |
3,200
+409
| +15% | +$105K | 0.66% | 38 |
|
|
2020
Q4 | $647K | Buy |
+2,791
| New | +$647K | 0.59% | 41 |
|