EFS
Essex Financial Services’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Hold |
8
| – | – | 0.38% | 56 |
|
|
2025
Q1 | $6.39M | Sell |
8
-1
| -11% | -$798K | 0.46% | 48 |
|
|
2024
Q4 | $6.13M | Sell |
9
-1
| -10% | -$681K | 0.43% | 49 |
|
|
2024
Q3 | $6.93M | Hold |
10
| – | – | 0.5% | 43 |
|
|
2024
Q2 | $6.49M | Buy |
10
+2
| +25% | +$1.3M | 0.48% | 48 |
|
|
2024
Q1 | $5.08M | Hold |
8
| – | – | 0.47% | 50 |
|
|
2023
Q4 | $4.34M | Hold |
8
| – | – | 0.45% | 54 |
|
|
2023
Q3 | $4.25M | Hold |
8
| – | – | 0.49% | 46 |
|
|
2023
Q2 | $4.14M | Sell |
8
-2
| -20% | -$1.04M | 0.47% | 50 |
|
|
2023
Q1 | $4.66M | Sell |
10
-2
| -17% | -$931K | 0.49% | 51 |
|
|
2022
Q4 | $5.62M | Hold |
12
| – | – | 0.6% | 41 |
|
|
2022
Q3 | $4.88M | Hold |
12
| – | – | 0.58% | 42 |
|
|
2022
Q2 | $4.91M | Buy |
12
+6
| +100% | +$2.45M | 0.55% | 47 |
|
|
2022
Q1 | $3.17M | Hold |
6
| – | – | 0.3% | 78 |
|
|
2021
Q4 | $2.7M | Buy |
6
+1
| +20% | +$451K | 0.27% | 87 |
|
|
2021
Q3 | $2.06M | Buy |
5
+2
| +67% | +$823K | 0.24% | 98 |
|
|
2021
Q2 | $1.16M | Hold |
3
| – | – | 0.17% | 131 |
|
|
2021
Q1 | $1.16M | Sell |
3
-1
| -25% | -$386K | 0.21% | 111 |
|
|
2020
Q4 | $1.39M | Hold |
4
| – | – | 0.28% | 91 |
|
|
2020
Q3 | $1.28M | Hold |
4
| – | – | 0.31% | 74 |
|
|
2020
Q2 | $1.07M | Hold |
4
| – | – | 0.33% | 78 |
|
|
2020
Q1 | $1.09M | Sell |
4
-12
| -75% | -$3.26M | 0.39% | 67 |
|
|
2019
Q4 | $5.43M | Sell |
16
-1
| -6% | -$340K | 1.5% | 10 |
|
|
2019
Q3 | $5.3M | Sell |
17
-1
| -6% | -$312K | 1.71% | 8 |
|
|
2019
Q2 | $5.73M | Hold |
18
| – | – | 1.69% | 11 |
|
|
2019
Q1 | $5.42M | Sell |
18
-2
| -10% | -$602K | 1.64% | 11 |
|
|
2018
Q4 | $6.12M | Hold |
20
| – | – | 1.87% | 11 |
|
|
2018
Q3 | $6.4M | Hold |
20
| – | – | 1.41% | 16 |
|
|
2018
Q2 | $5.64M | Sell |
20
-2
| -9% | -$564K | 1.36% | 18 |
|
|
2018
Q1 | $6.58M | Hold |
22
| – | – | 1.29% | 16 |
|
|
2017
Q4 | $6.55M | Hold |
22
| – | – | 1.56% | 12 |
|
|
2017
Q3 | $6.04M | Hold |
22
| – | – | 1.48% | 14 |
|
|
2017
Q2 | $5.6M | Hold |
22
| – | – | 1.18% | 18 |
|
|
2017
Q1 | $5.5M | Sell |
22
-1
| -4% | -$250K | 1.26% | 17 |
|
|
2016
Q4 | $5.62M | Hold |
23
| – | – | 1.2% | 19 |
|
|
2016
Q3 | $4.97M | Sell |
23
-15
| -39% | -$3.24M | 1.18% | 16 |
|
|
2016
Q2 | $8.25M | Hold |
38
| – | – | 1.99% | 6 |
|
|
2016
Q1 | $8.11M | Hold |
38
| – | – | 2.01% | 6 |
|
|
2015
Q4 | $7.52M | Hold |
38
| – | – | 1.8% | 7 |
|
|
2015
Q3 | $7.42M | Hold |
38
| – | – | 1.93% | 6 |
|
|
2015
Q2 | $7.78M | Hold |
38
| – | – | 2% | 5 |
|
|
2015
Q1 | $8.27M | Hold |
38
| – | – | 2.12% | 5 |
|
|
2014
Q4 | $8.59M | Buy |
38
+2
| +6% | +$452K | 2.24% | 5 |
|
|
2014
Q3 | $7.45M | Buy |
36
+1
| +3% | +$207K | 2.23% | 5 |
|
|
2014
Q2 | $6.65M | Hold |
35
| – | – | 1.99% | 7 |
|
|
2014
Q1 | $6.56M | Hold |
35
| – | – | 2.14% | 7 |
|
|
2013
Q4 | $6.23M | Buy |
35
+24
| +218% | +$4.27M | 2.11% | 8 |
|
|
2013
Q3 | $4.43K | Sell |
11
-24
| -69% | -$9.67K | 1.39% | 12 |
|
|
2013
Q2 | $5.9M | Buy |
+35
| New | +$5.9M | 2.06% | 9 |
|