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
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All positions including Berkshire Hathaway held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 42k | 502.74 |
| 2025-06-30 | $20M | 42k | 485.77 |
| 2025-03-31 | $22M | 431k | 50.83 |
| 2024-12-31 | $18M | 40k | 451.10 |
| 2024-09-30 | $16M | 39k | 402.43 |
| 2024-06-30 | $16M | 39k | 406.80 |
| 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 |
More positions owned by Trinity Financial Advisors
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