A detailed history of Trinity Point Wealth, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 9,813 shares of BRK-B stock, worth $4.5 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
9,813
Previous 9,912 1.0%
Holding current value
$4.5 Million
Previous $4.03 Million 12.0%
% of portfolio
0.66%
Previous 0.64%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$405.19 - $478.57 $40,113 - $47,378
-99 Reduced 1.0%
9,813 $4.52 Million
Q2 2024

Jul 30, 2024

BUY
$396.73 - $420.24 $823,611 - $872,418
2,076 Added 26.49%
9,912 $4.03 Million
Q1 2024

May 08, 2024

BUY
$359.29 - $420.52 $75,091 - $87,888
209 Added 2.74%
7,836 $3.3 Million
Q4 2023

Feb 08, 2024

SELL
$331.71 - $362.68 $36,156 - $39,532
-109 Reduced 1.41%
7,627 $2.72 Million
Q3 2023

Nov 08, 2023

SELL
$340.9 - $370.48 $1,363 - $1,481
-4 Reduced 0.05%
7,736 $2.71 Million
Q2 2023

Aug 07, 2023

BUY
$309.07 - $341.0 $16,071 - $17,732
52 Added 0.68%
7,740 $2.64 Million
Q1 2023

May 04, 2023

BUY
$293.51 - $320.37 $150,864 - $164,670
514 Added 7.16%
7,688 $2.37 Million
Q4 2022

Feb 07, 2023

BUY
$264.0 - $318.6 $274,296 - $331,025
1,039 Added 16.94%
7,174 $2.22 Million
Q3 2022

Nov 09, 2022

BUY
$264.32 - $306.65 $31,982 - $37,104
121 Added 2.01%
6,135 $1.64 Million
Q2 2022

Aug 05, 2022

BUY
$267.52 - $353.1 $18,191 - $24,010
68 Added 1.14%
6,014 $1.64 Million
Q1 2022

May 13, 2022

BUY
$300.79 - $359.57 $19,250 - $23,012
64 Added 1.09%
5,946 $2.1 Million
Q4 2021

Feb 11, 2022

SELL
$273.64 - $300.17 $54,728 - $60,034
-200 Reduced 3.29%
5,882 $1.76 Million
Q3 2021

Nov 12, 2021

BUY
$272.66 - $291.28 $28,629 - $30,584
105 Added 1.76%
6,082 $1.66 Million
Q2 2021

Aug 13, 2021

BUY
$258.2 - $292.52 $89,079 - $100,919
345 Added 6.13%
5,977 $1.66 Million
Q1 2021

May 11, 2021

SELL
$227.36 - $263.99 $10,458 - $12,143
-46 Reduced 0.81%
5,632 $1.44 Million
Q4 2020

Feb 10, 2021

SELL
$200.7 - $233.92 $2,609 - $3,040
-13 Reduced 0.23%
5,678 $1.32 Million
Q3 2020

Nov 13, 2020

BUY
$177.99 - $221.68 $86,503 - $107,736
486 Added 9.34%
5,691 $1.21 Million
Q2 2020

Aug 13, 2020

BUY
$169.25 - $201.56 $46,882 - $55,832
277 Added 5.62%
5,205 $929,000
Q1 2020

May 05, 2020

SELL
$162.13 - $230.2 $3,728 - $5,294
-23 Reduced 0.46%
4,928 $901,000
Q4 2019

Feb 06, 2020

BUY
$203.1 - $227.05 $10,155 - $11,352
50 Added 1.02%
4,951 $1.12 Million
Q3 2019

Nov 07, 2019

BUY
$195.81 - $215.25 $69,708 - $76,629
356 Added 7.83%
4,901 $1.07 Million
Q2 2019

Aug 06, 2019

SELL
$197.42 - $218.6 $6,712 - $7,432
-34 Reduced 0.74%
4,545 $945,000
Q1 2019

May 07, 2019

BUY
$191.66 - $209.19 $60,372 - $65,894
315 Added 7.39%
4,579 $920,000
Q4 2018

Feb 11, 2019

BUY
$187.76 - $223.76 $800,608 - $954,112
4,264 New
4,264 $871,000

Others Institutions Holding BRK-B

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 $597B
More about BRK-B
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