TW
TritonPoint Wealth’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 | $7.69M | Sell |
15,834
-249
| -2% | -$121K | 0.71% | 32 |
|
|
2025
Q1 | $8.57M | Buy |
16,083
+248
| +2% | +$132K | 0.82% | 31 |
|
|
2024
Q4 | $7.18M | Sell |
15,835
-847
| -5% | -$384K | 0.65% | 40 |
|
|
2024
Q3 | $7.63M | Sell |
16,682
-840
| -5% | -$384K | 0.7% | 38 |
|
|
2024
Q2 | $7.13M | Sell |
17,522
-1,001
| -5% | -$407K | 0.69% | 40 |
|
|
2024
Q1 | $6.49M | Sell |
18,523
-420
| -2% | -$147K | 0.68% | 39 |
|
|
2023
Q4 | $6.76M | Buy |
+18,943
| New | +$6.76M | 0.66% | 42 |
|