TWA
Trellis Wealth 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 | $256K | Hold |
526
| – | – | 0.11% | 35 |
|
|
2025
Q1 | $280K | Hold |
526
| – | – | 0.14% | 33 |
|
|
2024
Q4 | $238K | Hold |
526
| – | – | 0.12% | 31 |
|
|
2024
Q3 | $242K | Hold |
526
| – | – | 0.12% | 28 |
|
|
2024
Q2 | $214K | Hold |
526
| – | – | 0.12% | 27 |
|
|
2024
Q1 | $221K | Buy |
+526
| New | +$221K | 0.13% | 24 |
|