TCWA
Turtle Creek Wealth Advisors’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 | $2.83M | Buy |
5,832
+742
| +15% | +$360K | 0.33% | 73 |
|
|
2025
Q1 | $2.71M | Buy |
+5,090
| New | +$2.71M | 0.4% | 67 |
|
|
2024
Q4 | – | Sell |
-3,861
| Closed | -$1.78M | – | 88 |
|
|
2024
Q3 | $1.78M | Sell |
3,861
-42
| -1% | -$19.3K | 0.36% | 61 |
|
|
2024
Q2 | $1.59M | Buy |
3,903
+741
| +23% | +$301K | 0.37% | 59 |
|
|
2024
Q1 | $1.33M | Buy |
3,162
+161
| +5% | +$67.7K | 0.33% | 68 |
|
|
2023
Q4 | $1.07M | Buy |
+3,001
| New | +$1.07M | 0.32% | 68 |
|