Caldwell Trust Co's ownership history for BRK.B

Caldwell Trust Co currently holds 21.3K shares with a market value of $10.7M. It started holding BRK.B on 2019-12-31. At its peak, it held 32.8K shares on 2019-12-31. Its highest holding value was $11.9M on 2025-03-31. At its lowest, it held 21.3K shares on 2025-09-30, with a value of $5.7M on 2020-06-30. In the recent 180 days, Caldwell Trust Co has decreased its shares by 1.0K. In the recent year, Caldwell Trust Co has decreased its shares by 2.6K.