Berkshire Hathaway shares owned by Trevian Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Trevian Wealth Management
from 13F filings
Historical chart of Trevian Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Trevian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $580k | 1.3k | 453.48 |
| 2024-09-30 | $589k | 1.3k | 460.52 |
| 2024-06-30 | $520k | 1.3k | 406.57 |
| 2024-03-31 | $548k | 1.3k | 420.25 |
| 2023-12-31 | $469k | 1.3k | 356.38 |
| 2023-09-30 | $458k | 1.3k | 350.15 |
| 2023-03-31 | $397k | 1.3k | 308.47 |
| 2022-12-31 | $394k | 1.3k | 308.78 |
| 2022-09-30 | $334k | 1.3k | 266.99 |
| 2022-06-30 | $341k | 1.3k | 272.58 |
| 2022-03-31 | $442k | 1.3k | 353.32 |
| 2021-12-31 | $374k | 1.3k | 298.96 |