EP Wealth Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Buy |
29
+2
| +7% | +$1.46M | 0.14% | 123 |
|
|
2025
Q1 | $21.6M | Buy |
27
+23
| +575% | +$18.4M | 0.17% | 104 |
|
|
2024
Q4 | $2.72M | Hold |
4
| – | – | 0.02% | 305 |
|
|
2024
Q3 | $2.76M | Hold |
4
| – | – | 0.02% | 304 |
|
|
2024
Q2 | $2.45M | Hold |
4
| – | – | 0.03% | 252 |
|
|
2024
Q1 | $2.54M | Hold |
4
| – | – | 0.03% | 234 |
|
|
2023
Q4 | $2.17M | Hold |
4
| – | – | 0.03% | 245 |
|
|
2023
Q3 | $2.13M | Buy |
4
+2
| +100% | +$1.06M | 0.03% | 230 |
|
|
2023
Q2 | $2.07M | Sell |
2
-1,513
| -100% | -$1.57B | 0.03% | 231 |
|
|
2023
Q1 | $222K | Buy |
1,515
+1,513
| +75,650% | +$222K | ﹤0.01% | 555 |
|
|
2022
Q4 | $937K | Buy |
+2
| New | +$937K | 0.02% | 291 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | -$409K | – | 372 |
|
|
2022
Q2 | $409K | Sell |
1
-1
| -50% | -$409K | 0.01% | 417 |
|
|
2022
Q1 | $1.06M | Buy |
2
+1
| +100% | +$529K | 0.02% | 265 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.01% | 373 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.01% | 369 |
|
|
2021
Q2 | $419K | Buy |
+1
| New | +$419K | 0.01% | 371 |
|
|
2020
Q4 | – | Sell |
-1
| Closed | -$320K | – | 459 |
|
|
2020
Q3 | $320K | Sell |
1
-699
| -100% | -$224M | 0.01% | 283 |
|
|
2020
Q2 | $2.41M | Buy |
700
+697
| +23,233% | +$2.4M | 0.1% | 102 |
|
|
2020
Q1 | $816K | Buy |
3
+1
| +50% | +$272K | 0.04% | 195 |
|
|
2019
Q4 | $680K | Buy |
+2
| New | +$680K | 0.03% | 235 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$306K | – | 246 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.02% | 209 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.03% | 216 |
|
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.03% | 157 |
|
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.03% | 164 |
|
|
2017
Q4 | $298K | Hold |
1
| – | – | 0.03% | 145 |
|
|
2017
Q3 | $275K | Hold |
1
| – | – | 0.03% | 142 |
|
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.03% | 154 |
|
|
2017
Q1 | $250K | Hold |
1
| – | – | 0.03% | 137 |
|
|
2016
Q4 | $244K | Sell |
1
-1
| -50% | -$244K | 0.04% | 123 |
|
|
2016
Q3 | $432K | Hold |
2
| – | – | 0.07% | 86 |
|
|
2016
Q2 | $434K | Hold |
2
| – | – | 0.07% | 85 |
|
|
2016
Q1 | $427K | Hold |
2
| – | – | 0.07% | 92 |
|
|
2015
Q4 | $396K | Hold |
2
| – | – | 0.07% | 104 |
|
|
2015
Q3 | $390K | Hold |
2
| – | – | 0.07% | 97 |
|
|
2015
Q2 | $410K | Hold |
2
| – | – | 0.08% | 78 |
|
|
2015
Q1 | $435K | Hold |
2
| – | – | 0.08% | 77 |
|
|
2014
Q4 | $452K | Hold |
2
| – | – | 0.07% | 87 |
|
|
2014
Q3 | $414K | Hold |
2
| – | – | 0.07% | 75 |
|
|
2014
Q2 | $380K | Hold |
2
| – | – | 0.09% | 72 |
|
|
2014
Q1 | $375K | Hold |
2
| – | – | 0.1% | 73 |
|
|
2013
Q4 | $356K | Hold |
2
| – | – | 0.09% | 88 |
|
|
2013
Q3 | $341K | Hold |
2
| – | – | 0.11% | 76 |
|
|
2013
Q2 | $337K | Buy |
+2
| New | +$337K | 0.12% | 60 |
|