Triune Financial Partners’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 | $1.4M | Sell |
2,873
-1
| -0% | -$486 | 0.38% | 15 |
|
2025
Q1 | $1.53M | Buy |
2,874
+34
| +1% | +$18.1K | 0.49% | 11 |
|
2024
Q4 | $1.29M | Buy |
2,840
+312
| +12% | +$141K | 0.41% | 11 |
|
2024
Q3 | $1.16M | Sell |
2,528
-50
| -2% | -$23K | 0.37% | 11 |
|
2024
Q2 | $1.05M | Sell |
2,578
-114
| -4% | -$46.4K | 0.36% | 11 |
|
2024
Q1 | $1.13M | Hold |
2,692
| – | – | 0.39% | 11 |
|
2023
Q4 | $960K | Sell |
2,692
-191
| -7% | -$68.1K | 0.36% | 11 |
|
2023
Q3 | $1.01M | Buy |
2,883
+925
| +47% | +$324K | 0.42% | 11 |
|
2023
Q2 | $668K | Sell |
1,958
-5
| -0.3% | -$1.71K | 0.27% | 12 |
|
2023
Q1 | $606K | Buy |
1,963
+50
| +3% | +$15.4K | 0.27% | 12 |
|
2022
Q4 | $591K | Hold |
1,913
| – | – | 0.28% | 13 |
|
2022
Q3 | $511K | Hold |
1,913
| – | – | 0.29% | 10 |
|
2022
Q2 | $522K | Buy |
1,913
+41
| +2% | +$11.2K | 0.28% | 10 |
|
2022
Q1 | $661K | Hold |
1,872
| – | – | 0.35% | 10 |
|
2021
Q4 | $560K | Buy |
+1,872
| New | +$560K | 0.29% | 10 |
|
2021
Q2 | $520K | Buy |
+1,872
| New | +$520K | 0.42% | 9 |
|