Tria Gen Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

Tria Gen Wealth Management LLC

$277 Million
Q4 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 4,981 shares of BRK-B stock, worth $2.35 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

4,981

Previous 4,995 0.28%

Holding current value

$2.35 Million

Previous $2.3 Million 1.78%

% of portfolio

0.81%

Previous 0.84%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$442.29 - $483.08 $6,192 - $6,763	-14 Reduced 0.28%	4,981 $2.26 Million
Q3 2024 Oct 18, 2024	BUY	$405.19 - $478.57 $544,170 - $642,719	1,343 Added 36.77%	4,995 $2.3 Million
Q4 2023 Jan 22, 2024	BUY	$331.71 - $362.68 $58,049 - $63,469	175 Added 5.03%	3,652 $1.3 Million
Q2 2022 Jul 29, 2022	BUY	$267.52 - $353.1 $2,140 - $2,824	8 Added 0.23%	3,477 $949,000
Q2 2021 Aug 02, 2021	BUY	$258.2 - $292.52 $7,746 - $8,775	30 Added 0.87%	3,469 $965,000
Q1 2021 Apr 26, 2021	BUY	$227.36 - $263.99 $22,736 - $26,399	100 Added 2.99%	3,439 $879,000
Q4 2020 Feb 02, 2021	BUY	$200.7 - $233.92 $670,137 - $781,058	3,339 New	3,339 $774,000

Others Institutions Holding BRK-B

# of Institutions

4,551

Shares Held

841M

Call Options Held

21.1M

Put Options Held

12.9M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $614B

More about BRK-B

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Tria Gen Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History