TCPWM
Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $388K | Sell |
1,087
-78
| -7% | -$27.8K | 0.09% | 87 |
|
|
2023
Q3 | $408K | Buy |
1,165
+24
| +2% | +$8.41K | 0.11% | 76 |
|
|
2023
Q2 | $389K | Hold |
1,141
| – | – | 0.1% | 80 |
|
|
2023
Q1 | $352K | Buy |
1,141
+94
| +9% | +$29K | 0.1% | 84 |
|
|
2022
Q4 | $323K | Sell |
1,047
-75
| -7% | -$23.2K | 0.09% | 85 |
|
|
2022
Q3 | $300K | Sell |
1,122
-2
| -0.2% | -$535 | 0.09% | 86 |
|
|
2022
Q2 | $307K | Hold |
1,124
| – | – | 0.1% | 82 |
|
|
2022
Q1 | $397K | Hold |
1,124
| – | – | 0.12% | 77 |
|
|
2021
Q4 | $336K | Hold |
1,124
| – | – | 0.1% | 93 |
|
|
2021
Q3 | $307K | Hold |
1,124
| – | – | 0.1% | 94 |
|
|
2021
Q2 | $312K | Hold |
1,124
| – | – | 0.1% | 93 |
|
|
2021
Q1 | $287K | Hold |
1,124
| – | – | 0.1% | 94 |
|
|
2020
Q4 | $261K | Hold |
1,124
| – | – | 0.09% | 94 |
|
|
2020
Q3 | $239K | Hold |
1,124
| – | – | 0.09% | 90 |
|
|
2020
Q2 | $201K | Hold |
1,124
| – | – | 0.08% | 93 |
|
|
2020
Q1 | $206K | Hold |
1,124
| – | – | 0.1% | 88 |
|
|
2019
Q4 | $255K | Sell |
1,124
-205
| -15% | -$46.5K | 0.11% | 89 |
|
|
2019
Q3 | $276K | Hold |
1,329
| – | – | 0.13% | 80 |
|
|
2019
Q2 | $285K | Hold |
1,329
| – | – | 0.14% | 78 |
|
|
2019
Q1 | $267K | Hold |
1,329
| – | – | 0.13% | 81 |
|
|
2018
Q4 | $271K | Buy |
+1,329
| New | +$271K | 0.15% | 78 |
|