TI
tru Independence’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 | $1.73M | Buy |
3,558
+14
| +0.4% | +$6.8K | 0.5% | 55 |
|
2025
Q1 | $1.89M | Buy |
3,544
+10
| +0.3% | +$5.33K | 0.59% | 54 |
|
2024
Q4 | $1.6M | Buy |
3,534
+9
| +0.3% | +$4.08K | 0.5% | 54 |
|
2024
Q3 | $1.62M | Buy |
3,525
+347
| +11% | +$160K | 0.47% | 57 |
|
2024
Q2 | $1.29M | Sell |
3,178
-46
| -1% | -$18.7K | 0.39% | 59 |
|
2024
Q1 | $1.36M | Hold |
3,224
| – | – | 0.4% | 61 |
|
2023
Q4 | $1.15M | Hold |
3,224
| – | – | 0.35% | 61 |
|
2023
Q3 | $1.13M | Hold |
3,224
| – | – | 0.39% | 64 |
|
2023
Q2 | $1.1M | Hold |
3,224
| – | – | 0.36% | 63 |
|
2023
Q1 | $995K | Buy |
3,224
+109
| +3% | +$33.7K | 0.32% | 67 |
|
2022
Q4 | $962K | Sell |
3,115
-5
| -0.2% | -$1.55K | 0.31% | 66 |
|
2022
Q3 | $833K | Hold |
3,120
| – | – | 0.29% | 67 |
|
2022
Q2 | $852K | Sell |
3,120
-7
| -0.2% | -$1.91K | 0.27% | 70 |
|
2022
Q1 | $1.1M | Sell |
3,127
-11
| -0.4% | -$3.88K | 0.3% | 67 |
|
2021
Q4 | $938K | Hold |
3,138
| – | – | 0.26% | 72 |
|
2021
Q3 | $856K | Buy |
+3,138
| New | +$856K | 0.24% | 73 |
|
2021
Q2 | – | Sell |
-7,315
| Closed | -$1.87M | – | 289 |
|
2021
Q1 | $1.87M | Buy |
7,315
+2,615
| +56% | +$668K | 0.35% | 75 |
|
2020
Q4 | $1.09K | Sell |
4,700
-79
| -2% | -$18 | ﹤0.01% | 333 |
|
2020
Q3 | $1.02M | Sell |
4,779
-7,263
| -60% | -$1.55M | 0.29% | 76 |
|
2020
Q2 | $2.15K | Buy |
12,042
+2,377
| +25% | +$424 | 0.31% | 73 |
|
2020
Q1 | $1.77K | Hold |
9,665
| – | – | 0.29% | 79 |
|
2019
Q4 | $1.77M | Buy |
+9,665
| New | +$1.77M | 0.25% | 91 |
|