Epic Trust Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $488K | Sell |
1,199
-350
| -23% | -$142K | 0.54% | 45 |
|
|
2024
Q1 | $651K | Hold |
1,549
| – | – | 0.8% | 30 |
|
|
2023
Q4 | $552K | Sell |
1,549
-27
| -2% | -$9.63K | 0.74% | 33 |
|
|
2023
Q3 | $552K | Buy |
1,576
+215
| +16% | +$75.3K | 0.87% | 32 |
|
|
2023
Q2 | $464K | Sell |
1,361
-2
| -0.1% | -$682 | 0.66% | 44 |
|
|
2023
Q1 | $421K | Sell |
1,363
-98
| -7% | -$30.3K | 0.51% | 55 |
|
|
2022
Q4 | $451K | Buy |
1,461
+95
| +7% | +$29.3K | 0.68% | 46 |
|
|
2022
Q3 | $365K | Buy |
1,366
+18
| +1% | +$4.81K | 0.51% | 58 |
|
|
2022
Q2 | $368K | Sell |
1,348
-100
| -7% | -$27.3K | 0.7% | 40 |
|
|
2022
Q1 | $511K | Hold |
1,448
| – | – | 0.8% | 30 |
|
|
2021
Q4 | $433K | Buy |
+1,448
| New | +$433K | 0.63% | 37 |
|