A detailed history of Tria Gen Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 3,652 shares of BRK-B stock, worth $1.52 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
3,652
Previous 3,652 -0.0%
Holding current value
$1.52 Million
Previous $1.3 Million 17.9%
% of portfolio
0.7%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024

BUY
$331.71 - $362.68 $58,049 - $63,469
175 Added 5.03%
3,652 $1.3 Million
Q2 2022

Jul 29, 2022

BUY
$267.52 - $353.1 $2,140 - $2,824
8 Added 0.23%
3,477 $949,000
Q2 2021

Aug 02, 2021

BUY
$258.2 - $292.52 $7,746 - $8,775
30 Added 0.87%
3,469 $965,000
Q1 2021

Apr 26, 2021

BUY
$227.36 - $263.99 $22,736 - $26,399
100 Added 2.99%
3,439 $879,000
Q4 2020

Feb 02, 2021

BUY
$200.7 - $233.92 $670,137 - $781,058
3,339 New
3,339 $774,000

Others Institutions Holding BRK-B

About BERKSHIRE HATHAWAY INC - Class B


  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $542B
More about BRK-B
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.