EFS
Essex Financial Services’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 | $16.9M | Buy |
34,868
+36
| +0.1% | +$17.5K | 1.11% | 15 |
|
|
2025
Q1 | $18.6M | Sell |
34,832
-308
| -0.9% | -$164K | 1.34% | 14 |
|
|
2024
Q4 | $15.9M | Buy |
35,140
+367
| +1% | +$166K | 1.13% | 17 |
|
|
2024
Q3 | $16M | Sell |
34,773
-2,742
| -7% | -$1.27M | 1.15% | 15 |
|
|
2024
Q2 | $16.2M | Buy |
37,515
+5,180
| +16% | +$2.24M | 1.2% | 16 |
|
|
2024
Q1 | $13.6M | Buy |
32,335
+67
| +0.2% | +$28.2K | 1.25% | 15 |
|
|
2023
Q4 | $11.5M | Sell |
32,268
-489
| -1% | -$174K | 1.19% | 15 |
|
|
2023
Q3 | $11.5M | Sell |
32,757
-215
| -0.7% | -$75.3K | 1.33% | 15 |
|
|
2023
Q2 | $11.2M | Sell |
32,972
-396
| -1% | -$135K | 1.28% | 16 |
|
|
2023
Q1 | $10.3M | Buy |
33,368
+1,824
| +6% | +$563K | 1.08% | 17 |
|
|
2022
Q4 | $9.74M | Sell |
31,544
-1,335
| -4% | -$412K | 1.03% | 17 |
|
|
2022
Q3 | $8.78M | Buy |
32,879
+330
| +1% | +$88.1K | 1.05% | 18 |
|
|
2022
Q2 | $8.89M | Buy |
32,549
+565
| +2% | +$154K | 0.99% | 17 |
|
|
2022
Q1 | $11.3M | Buy |
31,984
+478
| +2% | +$169K | 1.08% | 17 |
|
|
2021
Q4 | $9.42M | Sell |
31,506
-287
| -0.9% | -$85.8K | 0.93% | 15 |
|
|
2021
Q3 | $8.68M | Buy |
31,793
+4,300
| +16% | +$1.17M | 0.99% | 14 |
|
|
2021
Q2 | $7.02M | Hold |
27,493
| – | – | 1.02% | 15 |
|
|
2021
Q1 | $7.02M | Buy |
27,493
+3,634
| +15% | +$928K | 1.26% | 13 |
|
|
2020
Q4 | $5.53M | Buy |
23,859
+1,914
| +9% | +$444K | 1.09% | 17 |
|
|
2020
Q3 | $4.67M | Buy |
21,945
+2,538
| +13% | +$540K | 1.15% | 13 |
|
|
2020
Q2 | $3.46M | Sell |
19,407
-1,752
| -8% | -$313K | 1.07% | 17 |
|
|
2020
Q1 | $3.87M | Sell |
21,159
-3,681
| -15% | -$673K | 1.38% | 13 |
|
|
2019
Q4 | $5.63M | Buy |
24,840
+2,744
| +12% | +$621K | 1.55% | 9 |
|
|
2019
Q3 | $4.6M | Sell |
22,096
-428
| -2% | -$89K | 1.48% | 12 |
|
|
2019
Q2 | $4.8M | Buy |
22,524
+4
| +0% | +$853 | 1.42% | 15 |
|
|
2019
Q1 | $4.52M | Sell |
22,520
-5,568
| -20% | -$1.12M | 1.37% | 17 |
|
|
2018
Q4 | $5.74M | Sell |
28,088
-10,762
| -28% | -$2.2M | 1.76% | 12 |
|
|
2018
Q3 | $8.32M | Sell |
38,850
-13
| -0% | -$2.78K | 1.83% | 11 |
|
|
2018
Q2 | $7.25M | Buy |
38,863
+3,368
| +9% | +$629K | 1.75% | 10 |
|
|
2018
Q1 | $7.08M | Buy |
35,495
+6,940
| +24% | +$1.38M | 1.39% | 12 |
|
|
2017
Q4 | $5.66M | Buy |
28,555
+266
| +0.9% | +$52.7K | 1.35% | 20 |
|
|
2017
Q3 | $5.19M | Sell |
28,289
-1,567
| -5% | -$287K | 1.27% | 19 |
|
|
2017
Q2 | $5.06M | Buy |
29,856
+5,683
| +24% | +$963K | 1.07% | 24 |
|
|
2017
Q1 | $4.03M | Sell |
24,173
-2,293
| -9% | -$382K | 0.93% | 26 |
|
|
2016
Q4 | $4.31M | Buy |
26,466
+3,075
| +13% | +$501K | 0.92% | 26 |
|
|
2016
Q3 | $3.38M | Buy |
23,391
+575
| +3% | +$83.1K | 0.8% | 30 |
|
|
2016
Q2 | $3.3M | Sell |
22,816
-1,992
| -8% | -$288K | 0.8% | 30 |
|
|
2016
Q1 | $3.52M | Buy |
24,808
+1,072
| +5% | +$152K | 0.87% | 29 |
|
|
2015
Q4 | $3.13M | Sell |
23,736
-1,615
| -6% | -$213K | 0.75% | 38 |
|
|
2015
Q3 | $3.31M | Buy |
25,351
+621
| +3% | +$81K | 0.86% | 29 |
|
|
2015
Q2 | $3.37M | Sell |
24,730
-1,721
| -7% | -$234K | 0.87% | 29 |
|
|
2015
Q1 | $3.82M | Buy |
26,451
+1,307
| +5% | +$189K | 0.98% | 18 |
|
|
2014
Q4 | $3.78M | Buy |
25,144
+1,200
| +5% | +$180K | 0.98% | 20 |
|
|
2014
Q3 | $3.31M | Sell |
23,944
-130
| -0.5% | -$18K | 0.99% | 21 |
|
|
2014
Q2 | $3.05M | Sell |
24,074
-34
| -0.1% | -$4.3K | 0.91% | 23 |
|
|
2014
Q1 | $3.01M | Buy |
24,108
+327
| +1% | +$40.9K | 0.98% | 22 |
|
|
2013
Q4 | $2.82M | Buy |
23,781
+483
| +2% | +$57.3K | 0.95% | 20 |
|
|
2013
Q3 | $2.65K | Buy |
23,298
+1,550
| +7% | +$176 | 0.83% | 24 |
|
|
2013
Q2 | $2.43M | Buy |
+21,748
| New | +$2.43M | 0.85% | 28 |
|