Tru Independence Asset Management 2’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 | $4.87M | Buy |
10,021
+30
| +0.3% | +$14.6K | 3.33% | 9 |
|
|
2025
Q1 | $5.32M | Sell |
9,991
-47
| -0.5% | -$25K | 3.98% | 6 |
|
|
2024
Q4 | $4.55M | Buy |
10,038
+190
| +2% | +$86.1K | 3.79% | 7 |
|
|
2024
Q3 | $4.53M | Buy |
+9,848
| New | +$4.53M | 3.82% | 8 |
|
|
2023
Q1 | $2.7M | Buy |
+8,729
| New | +$2.7M | 2.71% | 14 |
|
|
2022
Q3 | $2.37M | Buy |
8,864
+1,109
| +14% | +$296K | 2.51% | 11 |
|
|
2022
Q2 | $2.12M | Sell |
7,755
-760
| -9% | -$207K | 1.74% | 13 |
|
|
2022
Q1 | $3.01M | Buy |
8,515
+1,320
| +18% | +$466K | 1.73% | 15 |
|
|
2021
Q4 | $2.15M | Buy |
7,195
+6,432
| +843% | +$1.92M | 1.14% | 20 |
|
|
2021
Q3 | $208K | Buy |
+763
| New | +$208K | 0.15% | 97 |
|
|
2021
Q1 | – | Sell |
-230
| Closed | -$53K | – | 145 |
|
|
2020
Q4 | $53K | Buy |
+230
| New | +$53K | 0.04% | 175 |
|