Trevian Wealth Management’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 | $602K | Hold |
1,239
| – | – | 0.37% | 23 |
|
|
2025
Q1 | $660K | Sell |
1,239
-40
| -3% | -$21.3K | 0.47% | 18 |
|
|
2024
Q4 | $580K | Hold |
1,279
| – | – | 0.43% | 21 |
|
|
2024
Q3 | $589K | Hold |
1,279
| – | – | 0.48% | 19 |
|
|
2024
Q2 | $520K | Sell |
1,279
-25
| -2% | -$10.2K | 2.59% | 10 |
|
|
2024
Q1 | $548K | Sell |
1,304
-12
| -0.9% | -$5.04K | 0.37% | 20 |
|
|
2023
Q4 | $469K | Buy |
1,316
+8
| +0.6% | +$2.85K | 0.37% | 19 |
|
|
2023
Q3 | $458K | Buy |
+1,308
| New | +$458K | 0.42% | 20 |
|
|
2023
Q2 | – | Sell |
-1,287
| Closed | -$397K | – | 17 |
|
|
2023
Q1 | $397K | Buy |
1,287
+11
| +0.9% | +$3.39K | 0.37% | 21 |
|
|
2022
Q4 | $394K | Buy |
1,276
+25
| +2% | +$7.72K | 0.43% | 23 |
|
|
2022
Q3 | $334K | Hold |
1,251
| – | – | 0.38% | 24 |
|
|
2022
Q2 | $341K | Hold |
1,251
| – | – | 0.37% | 22 |
|
|
2022
Q1 | $442K | Hold |
1,251
| – | – | 0.43% | 20 |
|
|
2021
Q4 | $374K | Buy |
+1,251
| New | +$374K | 0.36% | 23 |
|