EWA
ERTS Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,947
| Closed | -$1.04M | – | 38 |
|
|
2025
Q1 | $1.04M | Sell |
1,947
-20
| -1% | -$10.7K | 0.2% | 29 |
|
|
2024
Q4 | $892K | Sell |
1,967
-20
| -1% | -$9.07K | 0.17% | 36 |
|
|
2024
Q3 | $915K | Sell |
1,987
-11
| -0.6% | -$5.06K | 0.17% | 35 |
|
|
2024
Q2 | $813K | Sell |
1,998
-10
| -0.5% | -$4.07K | 0.16% | 35 |
|
|
2024
Q1 | $844K | Buy |
2,008
+1
| +0% | +$421 | 0.17% | 34 |
|
|
2023
Q4 | $716K | Sell |
2,007
-6
| -0.3% | -$2.14K | 0.15% | 33 |
|
|
2023
Q3 | $705K | Sell |
2,013
-55
| -3% | -$19.3K | 0.17% | 34 |
|
|
2023
Q2 | $705K | Buy |
2,068
+12
| +0.6% | +$4.09K | 0.16% | 37 |
|
|
2023
Q1 | $635K | Sell |
2,056
-72
| -3% | -$22.2K | 0.15% | 39 |
|
|
2022
Q4 | $657K | Sell |
2,128
-27
| -1% | -$8.34K | 0.17% | 48 |
|
|
2022
Q3 | $575K | Sell |
2,155
-14
| -0.6% | -$3.74K | 0.16% | 42 |
|
|
2022
Q2 | $592K | Buy |
2,169
+27
| +1% | +$7.37K | 0.17% | 45 |
|
|
2022
Q1 | $756K | Buy |
2,142
+1
| +0% | +$353 | 0.21% | 35 |
|
|
2021
Q4 | $639K | Sell |
2,141
-102
| -5% | -$30.4K | 0.15% | 42 |
|
|
2021
Q3 | $612K | Buy |
2,243
+136
| +6% | +$37.1K | 0.16% | 43 |
|
|
2021
Q2 | $586K | Sell |
2,107
-45
| -2% | -$12.5K | 0.16% | 47 |
|
|
2021
Q1 | $550K | Buy |
2,152
+24
| +1% | +$6.13K | 0.16% | 47 |
|
|
2020
Q4 | $493K | Sell |
2,128
-31
| -1% | -$7.18K | 0.16% | 48 |
|
|
2020
Q3 | $460K | Sell |
2,159
-137
| -6% | -$29.2K | 0.17% | 50 |
|
|
2020
Q2 | $410K | Sell |
2,296
-2,147
| -48% | -$383K | 0.17% | 52 |
|
|
2020
Q1 | $812K | Sell |
4,443
-500
| -10% | -$91.4K | 0.39% | 34 |
|
|
2019
Q4 | $1.12M | Sell |
4,943
-97
| -2% | -$22K | 0.5% | 20 |
|
|
2019
Q3 | $1.05M | Sell |
5,040
-308
| -6% | -$64K | 0.53% | 19 |
|
|
2019
Q2 | $1.14M | Sell |
5,348
-50
| -0.9% | -$10.7K | 0.63% | 23 |
|
|
2019
Q1 | $1.08M | Buy |
5,398
+10
| +0.2% | +$2.01K | 0.64% | 21 |
|
|
2018
Q4 | $1.1M | Buy |
+5,388
| New | +$1.1M | 0.79% | 20 |
|