TIA
Traphagen Investment 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 | $4.24M | Buy |
8,737
+241
| +3% | +$117K | 0.4% | 27 |
|
|
2025
Q1 | $4.52M | Sell |
8,496
-493
| -5% | -$263K | 0.47% | 26 |
|
|
2024
Q4 | $4.07M | Sell |
8,989
-628
| -7% | -$285K | 0.41% | 29 |
|
|
2024
Q3 | $4.43M | Buy |
9,617
+30
| +0.3% | +$13.8K | 0.45% | 28 |
|
|
2024
Q2 | $3.9M | Sell |
9,587
-39
| -0.4% | -$15.9K | 0.42% | 30 |
|
|
2024
Q1 | $4.05M | Sell |
9,626
-456
| -5% | -$192K | 0.43% | 28 |
|
|
2023
Q4 | $3.6M | Buy |
10,082
+640
| +7% | +$228K | 0.42% | 29 |
|
|
2023
Q3 | $3.31M | Buy |
9,442
+9,428
| +67,343% | +$3.3M | 0.42% | 27 |
|
|
2023
Q2 | $7.25M | Hold |
14
| – | – | 0.94% | 20 |
|
|
2023
Q1 | $6.52M | Hold |
14
| – | – | 0.96% | 20 |
|
|
2022
Q4 | $6.56M | Hold |
14
| – | – | 1.03% | 17 |
|
|
2022
Q3 | $5.69M | Hold |
14
| – | – | 1.04% | 18 |
|
|
2022
Q2 | $5.73M | Hold |
14
| – | – | 1.04% | 19 |
|
|
2022
Q1 | $7.4M | Hold |
14
| – | – | 1.2% | 19 |
|
|
2021
Q4 | $6.31M | Sell |
14
-10,027
| -100% | -$4.52B | 1.03% | 17 |
|
|
2021
Q3 | $2.74M | Buy |
10,041
+100
| +1% | +$27.3K | 0.49% | 23 |
|
|
2021
Q2 | $2.76M | Buy |
9,941
+300
| +3% | +$83.4K | 0.47% | 26 |
|
|
2021
Q1 | $2.46M | Sell |
9,641
-1,171
| -11% | -$299K | 0.45% | 28 |
|
|
2020
Q4 | $2.51M | Sell |
10,812
-1,186
| -10% | -$275K | 0.45% | 29 |
|
|
2020
Q3 | $2.55M | Buy |
11,998
+11,984
| +85,600% | +$2.55M | 0.52% | 27 |
|
|
2020
Q2 | $3.74M | Hold |
14
| – | – | 0.85% | 28 |
|
|
2020
Q1 | $3.81M | Sell |
14
-1
| -7% | -$272K | 1.02% | 23 |
|
|
2019
Q4 | $5.09M | Hold |
15
| – | – | 1.22% | 18 |
|
|
2019
Q3 | $4.68M | Hold |
15
| – | – | 1.22% | 18 |
|
|
2019
Q2 | $4.78M | Hold |
15
| – | – | 1.27% | 20 |
|
|
2019
Q1 | $4.52M | Buy |
+15
| New | +$4.52M | 1.27% | 21 |
|