Number of Shares
41,912.00
Current Holdings Value*
$20.36 Mil
% of Portfolio
6.23%
Total Estimate Gain
$8.48 Mil
% of Total Estimate Gain
70.04%

Trinity Financial Advisors LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, Trinity Financial Advisors LLC held 41,912.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $20.36 Mil. This investment constitutes 6.23% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q4. And since then Trinity Financial Advisors LLC has made 16 purchases of BRK.B, at an average price of $278.41, for a total of 43,484.00 shares. In addition, there have been 2 sales at an average price of $282.02 for 1,572.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, Trinity Financial Advisors LLC's estimated gain on his BRK.B holdings is $8.48 Mil, reflecting a 70.04% gain to date.

Trinity Financial Advisors LLC BRK.B ($480.60) Holding Chart

Trinity Financial Advisors LLC BRK.B ($480.60) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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