EWM
Empirical Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Hold |
4
| – | – | 0.07% | 182 |
|
|
2025
Q1 | $3.19M | Buy |
+4
| New | +$3.19M | 0.08% | 163 |
|
|
2018
Q2 | – | Sell |
-1
| Closed | -$299K | – | 186 |
|
|
2018
Q1 | $299K | Buy |
+1
| New | +$299K | 0.06% | 131 |
|
|
2017
Q1 | – | Sell |
-1
| Closed | -$244K | – | 131 |
|
|
2016
Q4 | $244K | Hold |
1
| – | – | 0.06% | 113 |
|
|
2016
Q3 | $216K | Buy |
+1
| New | +$216K | 0.06% | 103 |
|
|
2016
Q2 | – | Sell |
-1
| Closed | -$213K | – | 108 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.05% | 100 |
|
|
2015
Q2 | – | Sell |
-1
| Closed | -$218K | – | 114 |
|
|
2015
Q1 | $218K | Hold |
1
| – | – | 0.05% | 95 |
|
|
2014
Q4 | $226K | Hold |
1
| – | – | 0.06% | 95 |
|
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | 0.05% | 103 |
|