EPG Wealth Management’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 | $3.13M | Sell |
6,439
-19
| -0.3% | -$9.23K | 0.94% | 25 |
|
|
2025
Q1 | $3.44M | Sell |
6,458
-80
| -1% | -$42.6K | 0.96% | 22 |
|
|
2024
Q4 | $2.96M | Sell |
6,538
-303
| -4% | -$137K | 0.78% | 25 |
|
|
2024
Q3 | $3.15M | Buy |
+6,841
| New | +$3.15M | 0.79% | 25 |
|
|
2024
Q2 | – | Sell |
-7,046
| Closed | -$2.96M | – | 26 |
|
|
2024
Q1 | $2.96M | Sell |
7,046
-130
| -2% | -$54.7K | 0.73% | 25 |
|
|
2023
Q4 | $2.83M | Sell |
7,176
-203
| -3% | -$80.1K | 0.75% | 25 |
|
|
2023
Q3 | $2.58M | Buy |
7,379
+266
| +4% | +$93.2K | 0.78% | 24 |
|
|
2023
Q2 | $2.43M | Sell |
7,113
-350
| -5% | -$119K | 0.72% | 27 |
|
|
2023
Q1 | $2.3M | Buy |
7,463
+189
| +3% | +$58.4K | 0.73% | 27 |
|
|
2022
Q4 | $2.25M | Buy |
7,274
+800
| +12% | +$247K | 0.86% | 25 |
|
|
2022
Q3 | $1.73M | Sell |
6,474
-353
| -5% | -$94.3K | 0.71% | 26 |
|
|
2022
Q2 | $1.86M | Sell |
6,827
-2,161
| -24% | -$590K | 0.8% | 24 |
|
|
2022
Q1 | $3.17M | Buy |
8,988
+1,504
| +20% | +$531K | 1.1% | 18 |
|
|
2021
Q4 | $2.24M | Buy |
7,484
+1,758
| +31% | +$526K | 0.79% | 25 |
|
|
2021
Q3 | $1.56M | Buy |
5,726
+138
| +2% | +$37.7K | 0.63% | 33 |
|
|
2021
Q2 | $1.55M | Sell |
5,588
-198
| -3% | -$55K | 0.66% | 33 |
|
|
2021
Q1 | $1.48M | Buy |
5,786
+295
| +5% | +$75.4K | 0.72% | 29 |
|
|
2020
Q4 | $1.27M | Buy |
5,491
+335
| +6% | +$77.7K | 0.76% | 32 |
|
|
2020
Q3 | $1.1M | Sell |
5,156
-97
| -2% | -$20.7K | 0.81% | 31 |
|
|
2020
Q2 | $938K | Sell |
5,253
-1,565
| -23% | -$279K | 0.67% | 39 |
|
|
2020
Q1 | $1.25M | Sell |
6,818
-884
| -11% | -$162K | 0.92% | 21 |
|
|
2019
Q4 | $1.75M | Buy |
+7,702
| New | +$1.75M | 1.28% | 19 |
|