EWP
Engrave Wealth Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.53M | Buy |
4,292
+357
| +9% | +$127K | 0.44% | 28 |
|
|
2023
Q3 | $1.38M | Buy |
3,935
+7
| +0.2% | +$2.45K | 0.42% | 24 |
|
|
2023
Q2 | $1.34M | Sell |
3,928
-13
| -0.3% | -$4.43K | 0.42% | 22 |
|
|
2023
Q1 | $1.28M | Sell |
3,941
-31
| -0.8% | -$10.1K | 0.43% | 21 |
|
|
2022
Q4 | $1.22M | Buy |
3,972
+1,298
| +49% | +$400K | 0.43% | 23 |
|
|
2022
Q3 | $714K | Buy |
2,674
+160
| +6% | +$42.7K | 0.33% | 24 |
|
|
2022
Q2 | $686K | Buy |
2,514
+35
| +1% | +$9.55K | 0.3% | 27 |
|
|
2022
Q1 | $875K | Sell |
2,479
-100
| -4% | -$35.3K | 0.33% | 24 |
|
|
2021
Q4 | $771K | Hold |
2,579
| – | – | 0.22% | 37 |
|
|
2021
Q3 | $704K | Hold |
2,579
| – | – | 0.21% | 39 |
|
|
2021
Q2 | $717K | Buy |
2,579
+311
| +14% | +$86.5K | 0.22% | 45 |
|
|
2021
Q1 | $579K | Buy |
2,268
+77
| +4% | +$19.7K | 0.23% | 45 |
|
|
2020
Q4 | $514K | Buy |
2,191
+682
| +45% | +$160K | 0.42% | 36 |
|
|
2020
Q3 | $317K | Hold |
1,509
| – | – | 0.31% | 33 |
|
|
2020
Q2 | $269K | Hold |
1,509
| – | – | 0.24% | 39 |
|
|
2020
Q1 | $275K | Hold |
1,509
| – | – | 0.32% | 28 |
|
|
2019
Q4 | $341K | Buy |
+1,509
| New | +$341K | 0.33% | 29 |
|