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Berkshire Hathaway shares owned by Trinity Financial Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Trinity Financial Advisors from 13F filings

Historical chart of Trinity Financial Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 38k 420.52
2023-12-31 $13M 37k 356.66
2023-09-30 $13M 36k 350.30
2023-06-30 $12M 34k 341.00
2023-03-31 $9.6M 31k 308.77
2022-12-31 $9.1M 29k 308.90
2022-09-30 $7.6M 28k 267.03
2022-06-30 $7.4M 27k 273.00
2022-03-31 $8.7M 25k 352.92
2021-12-31 $7.0M 24k 299.00
2021-09-30 $6.5M 24k 272.94
2021-06-30 $7.0M 25k 277.93
2021-03-31 $6.3M 25k 255.48
2020-12-31 $5.5M 23k 235.34