EWM
Empirical 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 | $16.4M | Buy |
33,728
+4,731
| +16% | +$2.3M | 0.37% | 52 |
|
|
2025
Q1 | $15.4M | Buy |
+28,997
| New | +$15.4M | 0.4% | 48 |
|
|
2022
Q2 | – | Sell |
-16,080
| Closed | -$5.68M | – | 470 |
|
|
2022
Q1 | $5.68M | Sell |
16,080
-3,955
| -20% | -$1.4M | 0.28% | 64 |
|
|
2021
Q4 | $5.99M | Buy |
20,035
+2,827
| +16% | +$845K | 0.3% | 59 |
|
|
2021
Q3 | $4.7M | Buy |
17,208
+4,144
| +32% | +$1.13M | 0.27% | 66 |
|
|
2021
Q2 | $3.63M | Buy |
13,064
+3,283
| +34% | +$912K | 0.22% | 76 |
|
|
2021
Q1 | $2.5M | Sell |
9,781
-1,430
| -13% | -$365K | 0.2% | 80 |
|
|
2020
Q4 | $2.6M | Buy |
11,211
+775
| +7% | +$180K | 0.2% | 71 |
|
|
2020
Q3 | $2.22M | Sell |
10,436
-566
| -5% | -$121K | 0.19% | 74 |
|
|
2020
Q2 | $1.96M | Buy |
11,002
+3,280
| +42% | +$586K | 0.18% | 80 |
|
|
2020
Q1 | $1.41M | Buy |
7,722
+1,379
| +22% | +$252K | 0.15% | 88 |
|
|
2019
Q4 | $1.44M | Sell |
6,343
-377
| -6% | -$85.4K | 0.16% | 94 |
|
|
2019
Q3 | $1.4M | Buy |
6,720
+274
| +4% | +$57K | 0.17% | 88 |
|
|
2019
Q2 | $1.37M | Buy |
6,446
+2,268
| +54% | +$483K | 0.18% | 86 |
|
|
2019
Q1 | $839K | Buy |
4,178
+999
| +31% | +$201K | 0.12% | 106 |
|
|
2018
Q4 | $649K | Sell |
3,179
-2,471
| -44% | -$504K | 0.11% | 107 |
|
|
2018
Q3 | $1.21M | Buy |
5,650
+398
| +8% | +$85.2K | 0.21% | 57 |
|
|
2018
Q2 | $980K | Buy |
5,252
+831
| +19% | +$155K | 0.18% | 67 |
|
|
2018
Q1 | $882K | Buy |
4,421
+3,337
| +308% | +$666K | 0.17% | 70 |
|
|
2017
Q4 | $215K | Sell |
1,084
-37
| -3% | -$7.34K | 0.05% | 142 |
|
|
2017
Q3 | $206K | Sell |
1,121
-78
| -7% | -$14.3K | 0.05% | 135 |
|
|
2017
Q2 | $203K | Sell |
1,199
-50
| -4% | -$8.47K | 0.05% | 128 |
|
|
2017
Q1 | $208K | Buy |
+1,249
| New | +$208K | 0.05% | 124 |
|
|
2015
Q3 | – | Sell |
-1,650
| Closed | -$225K | – | 113 |
|
|
2015
Q2 | $225K | Buy |
+1,650
| New | +$225K | 0.05% | 109 |
|