TAM
Trust Asset 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 | $10.2M | Hold |
21,099
| – | – | 0.76% | 15 |
|
|
2025
Q1 | $11.2M | Buy |
21,099
+227
| +1% | +$121K | 0.92% | 13 |
|
|
2024
Q4 | $9.46M | Hold |
20,872
| – | – | 0.74% | 16 |
|
|
2024
Q3 | $9.61M | Hold |
20,872
| – | – | 0.77% | 14 |
|
|
2024
Q2 | $8.49M | Hold |
20,872
| – | – | 0.72% | 14 |
|
|
2024
Q1 | $8.78M | Hold |
20,872
| – | – | 0.77% | 14 |
|
|
2023
Q4 | $7.44M | Hold |
20,872
| – | – | 0.72% | 15 |
|
|
2023
Q3 | $7.31M | Hold |
20,872
| – | – | 0.79% | 15 |
|
|
2023
Q2 | $7.12M | Hold |
20,872
| – | – | 0.74% | 15 |
|
|
2023
Q1 | $6.44M | Buy |
20,872
+327
| +2% | +$101K | 0.73% | 14 |
|
|
2022
Q4 | $6.35M | Hold |
20,545
| – | – | 0.79% | 12 |
|
|
2022
Q3 | $5.49M | Buy |
20,545
+1,274
| +7% | +$340K | 0.75% | 13 |
|
|
2022
Q2 | $5.26M | Buy |
19,271
+1,153
| +6% | +$315K | 0.74% | 13 |
|
|
2022
Q1 | $6.39M | Buy |
18,118
+551
| +3% | +$194K | 0.79% | 14 |
|
|
2021
Q4 | $5.25M | Hold |
17,567
| – | – | 0.65% | 15 |
|
|
2021
Q3 | $4.8M | Buy |
17,567
+436
| +3% | +$119K | 0.66% | 16 |
|
|
2021
Q2 | $4.76M | Buy |
17,131
+1,496
| +10% | +$416K | 0.65% | 14 |
|
|
2021
Q1 | $3.99M | Buy |
15,635
+2,787
| +22% | +$712K | 0.53% | 18 |
|
|
2020
Q4 | $2.98M | Buy |
12,848
+2,945
| +30% | +$683K | 0.45% | 16 |
|
|
2020
Q3 | $2.11M | Buy |
9,903
+4,391
| +80% | +$935K | 0.38% | 16 |
|
|
2020
Q2 | $984K | Buy |
+5,512
| New | +$984K | 0.19% | 18 |
|
|
2020
Q1 | – | Sell |
-897
| Closed | -$203K | – | 25 |
|
|
2019
Q4 | $203K | Buy |
+897
| New | +$203K | 0.05% | 28 |
|