EWM
Edge Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
40,699
-580
| -1% | -$282K | 3.8% | 9 |
|
|
2025
Q1 | $22M | Buy |
41,279
+121
| +0.3% | +$64.4K | 4.46% | 8 |
|
|
2024
Q4 | $18.7M | Sell |
41,158
-618
| -1% | -$280K | 3.78% | 9 |
|
|
2024
Q3 | $19.2M | Sell |
41,776
-157
| -0.4% | -$72.3K | 3.86% | 7 |
|
|
2024
Q2 | $17.1M | Sell |
41,933
-812
| -2% | -$330K | 3.59% | 8 |
|
|
2024
Q1 | $18M | Buy |
42,745
+140
| +0.3% | +$58.9K | 3.78% | 8 |
|
|
2023
Q4 | $15.2M | Sell |
42,605
-465
| -1% | -$166K | 3.32% | 8 |
|
|
2023
Q3 | $15.1M | Sell |
43,070
-127
| -0.3% | -$44.5K | 3.53% | 7 |
|
|
2023
Q2 | $14.7M | Buy |
43,197
+1,226
| +3% | +$418K | 3.22% | 8 |
|
|
2023
Q1 | $12.9M | Sell |
41,971
-470
| -1% | -$145K | 2.96% | 10 |
|
|
2022
Q4 | $13M | Sell |
42,441
-5,107
| -11% | -$1.56M | 3.02% | 12 |
|
|
2022
Q3 | $12.8M | Buy |
47,548
+890
| +2% | +$240K | 2.84% | 12 |
|
|
2022
Q2 | $12.7M | Buy |
46,658
+220
| +0.5% | +$60.1K | 2.75% | 14 |
|
|
2022
Q1 | $16.4M | Buy |
46,438
+762
| +2% | +$269K | 3.23% | 7 |
|
|
2021
Q4 | $13.7M | Buy |
45,676
+1,420
| +3% | +$425K | 2.5% | 14 |
|
|
2021
Q3 | $12.1M | Buy |
44,256
+2,424
| +6% | +$662K | 2.36% | 16 |
|
|
2021
Q2 | $11.6M | Buy |
41,832
+49
| +0.1% | +$13.6K | 2.36% | 15 |
|
|
2021
Q1 | $10.7M | Buy |
41,783
+2,075
| +5% | +$530K | 2.27% | 14 |
|
|
2020
Q4 | $9.2M | Sell |
39,708
-8,460
| -18% | -$1.96M | 2.09% | 15 |
|
|
2020
Q3 | $10.3M | Sell |
48,168
-681
| -1% | -$145K | 2.36% | 8 |
|
|
2020
Q2 | $8.72M | Sell |
48,849
-1,179
| -2% | -$210K | 1.65% | 18 |
|
|
2020
Q1 | $9.23M | Sell |
50,028
-547
| -1% | -$101K | 2% | 14 |
|
|
2019
Q4 | $11.4M | Buy |
50,575
+713
| +1% | +$161K | 2.28% | 15 |
|
|
2019
Q3 | $10.4M | Sell |
49,862
-1,651
| -3% | -$343K | 2.39% | 15 |
|
|
2019
Q2 | $10.9M | Sell |
51,513
-17
| -0% | -$3.61K | 2.43% | 14 |
|
|
2019
Q1 | $10.3M | Sell |
51,530
-1,084
| -2% | -$218K | 2.55% | 14 |
|
|
2018
Q4 | $10.7M | Buy |
52,614
+1,976
| +4% | +$403K | 3.03% | 12 |
|
|
2018
Q3 | $10.8M | Buy |
50,638
+710
| +1% | +$152K | 2.6% | 12 |
|
|
2018
Q2 | $9.32M | Buy |
49,928
+303
| +0.6% | +$56.6K | 2.37% | 15 |
|
|
2018
Q1 | $9.9M | Buy |
49,625
+832
| +2% | +$166K | 2.63% | 13 |
|
|
2017
Q4 | $9.72M | Sell |
48,793
-837
| -2% | -$167K | 2.75% | 12 |
|
|
2017
Q3 | $9.08M | Sell |
49,630
-340
| -0.7% | -$62.2K | 2.75% | 14 |
|
|
2017
Q2 | $8.6M | Buy |
49,970
+843
| +2% | +$145K | 2.71% | 16 |
|
|
2017
Q1 | $8.2M | Buy |
49,127
+2,685
| +6% | +$448K | 2.84% | 14 |
|
|
2016
Q4 | $7.45M | Sell |
46,442
-500
| -1% | -$80.2K | 2.82% | 10 |
|
|
2016
Q3 | $6.34M | Buy |
46,942
+166
| +0.4% | +$22.4K | 2.69% | 11 |
|
|
2016
Q2 | $6.76M | Buy |
46,776
+38,478
| +464% | +$5.56M | 2.81% | 11 |
|
|
2016
Q1 | $1.18M | Hold |
8,298
| – | – | 0.53% | 42 |
|
|
2015
Q4 | $1.1M | Buy |
8,298
+60
| +0.7% | +$7.98K | 0.42% | 45 |
|
|
2015
Q3 | $1.06M | Buy |
8,238
+220
| +3% | +$28.3K | 0.4% | 47 |
|
|
2015
Q2 | $1.1M | Hold |
8,018
| – | – | 0.38% | 45 |
|
|
2015
Q1 | $1.16M | Hold |
8,018
| – | – | 0.39% | 47 |
|
|
2014
Q4 | $1.21M | Buy |
8,018
+5,768
| +256% | +$870K | 0.44% | 40 |
|
|
2014
Q3 | $311K | Sell |
2,250
-375
| -14% | -$51.8K | 0.12% | 81 |
|
|
2014
Q2 | $332K | Hold |
2,625
| – | – | 0.14% | 81 |
|
|
2014
Q1 | $328K | Hold |
2,625
| – | – | 0.14% | 80 |
|
|
2013
Q4 | $311K | Hold |
2,625
| – | – | 0.14% | 69 |
|
|
2013
Q3 | $298K | Hold |
2,625
| – | – | 0.18% | 58 |
|
|
2013
Q2 | $295K | Buy |
+2,625
| New | +$295K | 0.2% | 51 |
|