TriaGen Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
1
| – | – | 0.22% | 92 |
|
|
2025
Q1 | $798K | Buy |
+1
| New | +$798K | 0.28% | 75 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$518K | – | 156 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.24% | 99 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.23% | 100 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.26% | 95 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.22% | 100 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.29% | 83 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.27% | 92 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.22% | 107 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.22% | 111 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.22% | 112 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.22% | 105 |
|
|
2020
Q4 | $348K | Buy |
+1
| New | +$348K | 0.2% | 120 |
|