TCA
Trifecta Capital 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 | $2.17M | Buy |
4,466
+180
| +4% | +$87.4K | 0.36% | 53 |
|
|
2025
Q1 | $2.28M | Sell |
4,286
-1,414
| -25% | -$753K | 0.48% | 50 |
|
|
2024
Q4 | $2.58M | Sell |
5,700
-529
| -8% | -$240K | 0.51% | 48 |
|
|
2024
Q3 | $2.87M | Sell |
6,229
-236
| -4% | -$109K | 0.6% | 47 |
|
|
2024
Q2 | $2.63M | Sell |
6,465
-489
| -7% | -$199K | 0.58% | 47 |
|
|
2024
Q1 | $2.92M | Sell |
6,954
-626
| -8% | -$263K | 0.71% | 41 |
|
|
2023
Q4 | $2.7M | Buy |
7,580
+660
| +10% | +$235K | 0.75% | 38 |
|
|
2023
Q3 | $2.42M | Sell |
6,920
-692
| -9% | -$242K | 0.78% | 37 |
|
|
2023
Q2 | $2.6M | Sell |
7,612
-40
| -0.5% | -$13.6K | 0.84% | 37 |
|
|
2023
Q1 | $2.36M | Sell |
7,652
-98
| -1% | -$30.3K | 0.83% | 38 |
|
|
2022
Q4 | $2.39M | Buy |
+7,750
| New | +$2.39M | 0.95% | 33 |
|