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Triumph Capital Management’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
$3.29M Buy
6,783
+937
+16% +$455K 0.99% 24
2025
Q1
$3.11M Sell
5,846
-548
-9% -$292K 1.04% 20
2024
Q4
$2.9M Buy
6,394
+37
+0.6% +$16.8K 0.99% 21
2024
Q3
$2.93M Buy
6,357
+447
+8% +$206K 1.04% 21
2024
Q2
$2.4M Sell
5,910
-219
-4% -$89.1K 0.94% 22
2024
Q1
$2.58M Sell
6,129
-407
-6% -$171K 1.05% 21
2023
Q4
$2.33M Sell
6,536
-637
-9% -$227K 0.99% 20
2023
Q3
$2.51M Buy
7,173
+398
+6% +$139K 1.14% 18
2023
Q2
$2.31M Buy
6,775
+203
+3% +$69.2K 1.05% 20
2023
Q1
$2.03M Sell
6,572
-1,220
-16% -$377K 1.04% 20
2022
Q4
$2.41M Sell
7,792
-1,058
-12% -$327K 1.29% 19
2022
Q3
$2.36M Buy
8,850
+93
+1% +$24.8K 1.29% 21
2022
Q2
$2.39M Buy
8,757
+6,376
+268% +$1.74M 1.26% 17
2022
Q1
$840K Sell
2,381
-450
-16% -$159K 0.36% 67
2021
Q4
$846K Hold
2,831
0.37% 65
2021
Q3
$773K Hold
2,831
0.36% 69
2021
Q2
$788K Buy
+2,831
New +$788K 0.46% 52