Berkshire Hathaway shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 9.8k | 460.26 |
| 2024-06-30 | $4.0M | 9.9k | 406.80 |
| 2024-03-31 | $3.3M | 7.8k | 420.52 |
| 2023-12-31 | $2.7M | 7.6k | 356.66 |
| 2023-09-30 | $2.7M | 7.7k | 350.30 |
| 2023-06-30 | $2.6M | 7.7k | 341.00 |
| 2023-03-31 | $2.4M | 7.7k | 308.77 |
| 2022-12-31 | $2.2M | 7.2k | 308.90 |
| 2022-09-30 | $1.6M | 6.1k | 266.99 |
| 2022-06-30 | $1.6M | 6.0k | 273.03 |
| 2022-03-31 | $2.1M | 5.9k | 352.84 |
| 2021-12-31 | $1.8M | 5.9k | 299.05 |
| 2021-09-30 | $1.7M | 6.1k | 272.94 |
| 2021-06-30 | $1.7M | 6.0k | 277.90 |
| 2021-03-31 | $1.4M | 5.6k | 255.50 |
| 2020-12-31 | $1.3M | 5.7k | 231.60 |
| 2020-09-30 | $1.2M | 5.7k | 212.97 |
| 2020-06-30 | $929k | 5.2k | 178.48 |
| 2020-03-31 | $901k | 4.9k | 182.83 |
| 2019-12-31 | $1.1M | 5.0k | 226.42 |
| 2019-09-30 | $1.1M | 4.9k | 217.91 |
| 2019-06-30 | $945k | 4.5k | 207.92 |
| 2019-03-31 | $920k | 4.6k | 200.92 |
| 2018-12-31 | $871k | 4.3k | 204.27 |