TriaGen 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 | $2.43M | Buy |
4,993
+12
| +0.2% | +$5.83K | 0.73% | 34 |
|
|
2025
Q1 | $2.65M | Hold |
4,981
| – | – | 0.94% | 21 |
|
|
2024
Q4 | $2.26M | Sell |
4,981
-14
| -0.3% | -$6.35K | 0.76% | 32 |
|
|
2024
Q3 | $2.3M | Buy |
4,995
+1,343
| +37% | +$618K | 0.77% | 30 |
|
|
2024
Q2 | $1.49M | Hold |
3,652
| – | – | 0.57% | 50 |
|
|
2024
Q1 | $1.54M | Hold |
3,652
| – | – | 0.64% | 49 |
|
|
2023
Q4 | $1.3M | Buy |
3,652
+175
| +5% | +$62.4K | 0.62% | 52 |
|
|
2023
Q3 | $1.22M | Hold |
3,477
| – | – | 0.62% | 52 |
|
|
2023
Q2 | $1.19M | Hold |
3,477
| – | – | 0.54% | 61 |
|
|
2023
Q1 | $1.07M | Hold |
3,477
| – | – | 0.54% | 56 |
|
|
2022
Q4 | $1.07M | Hold |
3,477
| – | – | 0.6% | 49 |
|
|
2022
Q3 | $928K | Hold |
3,477
| – | – | 0.51% | 52 |
|
|
2022
Q2 | $949K | Buy |
3,477
+8
| +0.2% | +$2.18K | 0.67% | 42 |
|
|
2022
Q1 | $1.22M | Hold |
3,469
| – | – | 0.64% | 58 |
|
|
2021
Q4 | $1.04M | Hold |
3,469
| – | – | 0.51% | 65 |
|
|
2021
Q3 | $947K | Hold |
3,469
| – | – | 0.52% | 67 |
|
|
2021
Q2 | $965K | Buy |
3,469
+30
| +0.9% | +$8.35K | 0.5% | 68 |
|
|
2021
Q1 | $879K | Buy |
3,439
+100
| +3% | +$25.6K | 0.51% | 63 |
|
|
2020
Q4 | $774K | Buy |
+3,339
| New | +$774K | 0.45% | 74 |
|