Triad Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.12M | Sell |
2,656
-171
| -6% | -$71.9K | 1.36% | 26 |
|
|
2023
Q4 | $1.01M | Buy |
2,827
+154
| +6% | +$54.9K | 1.32% | 26 |
|
|
2023
Q3 | $936K | Hold |
2,673
| – | – | 1.37% | 28 |
|
|
2023
Q2 | $911K | Hold |
2,673
| – | – | 1.27% | 28 |
|
|
2023
Q1 | $825K | Buy |
2,673
+68
| +3% | +$21K | 1.2% | 31 |
|
|
2022
Q4 | $805K | Hold |
2,605
| – | – | 1.26% | 30 |
|
|
2022
Q3 | $696K | Hold |
2,605
| – | – | 1.21% | 33 |
|
|
2022
Q2 | $711K | Buy |
2,605
+42
| +2% | +$11.5K | 1.05% | 34 |
|
|
2022
Q1 | $905K | Buy |
2,563
+208
| +9% | +$73.4K | 0.86% | 36 |
|
|
2021
Q4 | $704K | Buy |
+2,355
| New | +$704K | 0.64% | 38 |
|
|
2020
Q4 | $303K | Buy |
+1,308
| New | +$303K | 0.34% | 41 |
|
|
2019
Q2 | – | Sell |
-1,575
| Closed | -$316K | – | 44 |
|
|
2019
Q1 | $316K | Buy |
+1,575
| New | +$316K | 0.32% | 42 |
|