EP Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
228,074
+23,625
| +12% | +$11.5M | 0.73% | 29 |
|
|
2025
Q1 | $109M | Buy |
+204,449
| New | +$109M | 0.87% | 26 |
|
|
2024
Q2 | – | Sell |
-214,349
| Closed | -$90.1M | – | 862 |
|
|
2024
Q1 | $90.1M | Buy |
214,349
+2,058
| +1% | +$865K | 1.05% | 21 |
|
|
2023
Q4 | $75.7M | Buy |
+212,291
| New | +$75.7M | 0.97% | 21 |
|
|
2022
Q4 | – | Sell |
-116,990
| Closed | -$31.2M | – | 624 |
|
|
2022
Q3 | $31.2M | Buy |
116,990
+48,381
| +71% | +$12.9M | 0.71% | 41 |
|
|
2022
Q2 | $18.7M | Buy |
68,609
+2,006
| +3% | +$548K | 0.42% | 58 |
|
|
2022
Q1 | $23.5M | Sell |
66,603
-3,895
| -6% | -$1.37M | 0.52% | 52 |
|
|
2021
Q4 | $21.1M | Buy |
70,498
+3,008
| +4% | +$899K | 0.5% | 51 |
|
|
2021
Q3 | $18.4M | Sell |
67,490
-245
| -0.4% | -$66.9K | 0.51% | 49 |
|
|
2021
Q2 | $18.8M | Sell |
67,735
-1,715
| -2% | -$477K | 0.52% | 46 |
|
|
2021
Q1 | $17.7M | Buy |
69,450
+5,695
| +9% | +$1.45M | 0.56% | 47 |
|
|
2020
Q4 | $14.8M | Buy |
+63,755
| New | +$14.8M | 0.52% | 47 |
|
|
2020
Q2 | – | Sell |
-64,862
| Closed | -$11.9M | – | 370 |
|
|
2020
Q1 | $11.9M | Buy |
+64,862
| New | +$11.9M | 0.58% | 37 |
|
|
2019
Q1 | – | Sell |
-26,098
| Closed | -$5.33M | – | 247 |
|
|
2018
Q4 | $5.33M | Buy |
26,098
+529
| +2% | +$108K | 0.41% | 50 |
|
|
2018
Q3 | $5.48M | Buy |
25,569
+2,464
| +11% | +$528K | 0.43% | 45 |
|
|
2018
Q2 | $4.31M | Buy |
23,105
+238
| +1% | +$44.4K | 0.41% | 45 |
|
|
2018
Q1 | $4.56M | Buy |
22,867
+12,982
| +131% | +$2.59M | 0.44% | 47 |
|
|
2017
Q4 | $1.96M | Buy |
9,885
+169
| +2% | +$33.5K | 0.21% | 53 |
|
|
2017
Q3 | $1.78M | Sell |
9,716
-76
| -0.8% | -$13.9K | 0.21% | 56 |
|
|
2017
Q2 | $1.66M | Sell |
9,792
-264
| -3% | -$44.7K | 0.2% | 71 |
|
|
2017
Q1 | $1.68M | Buy |
10,056
+200
| +2% | +$33.3K | 0.23% | 48 |
|
|
2016
Q4 | $1.54M | Buy |
9,856
+1,736
| +21% | +$271K | 0.22% | 50 |
|
|
2016
Q3 | $1.17M | Sell |
8,120
-610
| -7% | -$88.1K | 0.18% | 51 |
|
|
2016
Q2 | $1.26M | Buy |
8,730
+315
| +4% | +$45.6K | 0.2% | 51 |
|
|
2016
Q1 | $1.19M | Buy |
8,415
+4,010
| +91% | +$569K | 0.18% | 53 |
|
|
2015
Q4 | $582K | Buy |
4,405
+575
| +15% | +$76K | 0.1% | 87 |
|
|
2015
Q3 | $499K | Sell |
3,830
-177
| -4% | -$23.1K | 0.1% | 80 |
|
|
2015
Q2 | $545K | Buy |
4,007
+30
| +0.8% | +$4.08K | 0.1% | 69 |
|
|
2015
Q1 | $574K | Sell |
3,977
-15
| -0.4% | -$2.17K | 0.11% | 66 |
|
|
2014
Q4 | $599K | Sell |
3,992
-250
| -6% | -$37.5K | 0.1% | 78 |
|
|
2014
Q3 | $586K | Sell |
4,242
-25
| -0.6% | -$3.45K | 0.09% | 66 |
|
|
2014
Q2 | $540K | Sell |
4,267
-298
| -7% | -$37.7K | 0.13% | 62 |
|
|
2014
Q1 | $570K | Sell |
4,565
-1,337
| -23% | -$167K | 0.16% | 57 |
|
|
2013
Q4 | $700K | Sell |
5,902
-336
| -5% | -$39.9K | 0.18% | 57 |
|
|
2013
Q3 | $708K | Sell |
6,238
-1,188
| -16% | -$135K | 0.22% | 47 |
|
|
2013
Q2 | $831K | Buy |
+7,426
| New | +$831K | 0.3% | 37 |
|