Berkshire Hathaway shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 5.0k | 453.28 |
| 2024-09-30 | $2.3M | 5.0k | 460.26 |
| 2024-06-30 | $1.5M | 3.7k | 406.80 |
| 2024-03-31 | $1.5M | 3.7k | 420.52 |
| 2023-12-31 | $1.3M | 3.7k | 356.66 |
| 2023-09-30 | $1.2M | 3.5k | 350.30 |
| 2023-06-30 | $1.2M | 3.5k | 341.00 |
| 2023-03-31 | $1.1M | 3.5k | 308.77 |
| 2022-12-31 | $1.1M | 3.5k | 308.90 |
| 2022-09-30 | $928k | 3.5k | 266.90 |
| 2022-06-30 | $949k | 3.5k | 272.94 |
| 2022-03-31 | $1.2M | 3.5k | 352.84 |
| 2021-12-31 | $1.0M | 3.5k | 298.93 |
| 2021-09-30 | $947k | 3.5k | 272.99 |
| 2021-06-30 | $965k | 3.5k | 278.18 |
| 2021-03-31 | $879k | 3.4k | 255.60 |
| 2020-12-31 | $774k | 3.3k | 231.81 |