EAM
Evanson Asset Management’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 | $11.8M | Buy |
24,211
+3,014
| +14% | +$1.46M | 0.73% | 29 |
|
|
2025
Q1 | $11.3M | Buy |
21,197
+382
| +2% | +$203K | 0.8% | 27 |
|
|
2024
Q4 | $9.43M | Sell |
20,815
-276
| -1% | -$125K | 0.65% | 29 |
|
|
2024
Q3 | $9.71M | Sell |
21,091
-104
| -0.5% | -$47.9K | 0.68% | 29 |
|
|
2024
Q2 | $8.62M | Sell |
21,195
-323
| -2% | -$131K | 0.63% | 29 |
|
|
2024
Q1 | $9.05M | Buy |
21,518
+131
| +0.6% | +$55.1K | 0.67% | 29 |
|
|
2023
Q4 | $7.63M | Sell |
21,387
-109
| -0.5% | -$38.9K | 0.62% | 29 |
|
|
2023
Q3 | $7.53M | Sell |
21,496
-1,091
| -5% | -$382K | 0.69% | 26 |
|
|
2023
Q2 | $7.7M | Sell |
22,587
-629
| -3% | -$214K | 0.7% | 24 |
|
|
2023
Q1 | $7.17M | Sell |
23,216
-9,871
| -30% | -$3.05M | 0.71% | 24 |
|
|
2022
Q4 | $10.2M | Buy |
33,087
+585
| +2% | +$181K | 1.1% | 16 |
|
|
2022
Q3 | $8.68M | Sell |
32,502
-62
| -0.2% | -$16.6K | 1.02% | 18 |
|
|
2022
Q2 | $8.89M | Buy |
32,564
+72
| +0.2% | +$19.7K | 0.98% | 17 |
|
|
2022
Q1 | $11.5M | Buy |
32,492
+266
| +0.8% | +$93.9K | 1.11% | 16 |
|
|
2021
Q4 | $9.64M | Sell |
32,226
-1,244
| -4% | -$372K | 0.86% | 18 |
|
|
2021
Q3 | $9.25M | Buy |
33,470
+3,100
| +10% | +$856K | 0.95% | 17 |
|
|
2021
Q2 | $8.44M | Buy |
30,370
+3,575
| +13% | +$994K | 0.88% | 18 |
|
|
2021
Q1 | $6.85M | Sell |
26,795
-715
| -3% | -$183K | 1.01% | 14 |
|
|
2020
Q4 | $6.38M | Buy |
27,510
+483
| +2% | +$112K | 1.01% | 16 |
|
|
2020
Q3 | $5.76M | Sell |
27,027
-5,021
| -16% | -$1.07M | 1.04% | 16 |
|
|
2020
Q2 | $5.72M | Sell |
32,048
-6,742
| -17% | -$1.2M | 1.13% | 14 |
|
|
2020
Q1 | $7.09M | Buy |
38,790
+3,821
| +11% | +$699K | 1.69% | 11 |
|
|
2019
Q4 | $7.92M | Buy |
34,969
+220
| +0.6% | +$49.8K | 1.56% | 13 |
|
|
2019
Q3 | $7.23M | Buy |
34,749
+385
| +1% | +$80.1K | 1.48% | 14 |
|
|
2019
Q2 | $7.33M | Sell |
34,364
-2,488
| -7% | -$530K | 1.48% | 14 |
|
|
2019
Q1 | $7.4M | Buy |
36,852
+122
| +0.3% | +$24.5K | 1.53% | 13 |
|
|
2018
Q4 | $7.5M | Buy |
36,730
+1,106
| +3% | +$226K | 1.71% | 11 |
|
|
2018
Q3 | $7.63M | Buy |
35,624
+183
| +0.5% | +$39.2K | 1.55% | 13 |
|
|
2018
Q2 | $6.62M | Buy |
35,441
+756
| +2% | +$141K | 1.31% | 15 |
|
|
2018
Q1 | $6.92M | Buy |
34,685
+1,090
| +3% | +$217K | 1.42% | 15 |
|
|
2017
Q4 | $6.66M | Sell |
33,595
-888
| -3% | -$176K | 1.35% | 17 |
|
|
2017
Q3 | $6.32M | Buy |
34,483
+2,171
| +7% | +$398K | 1.35% | 17 |
|
|
2017
Q2 | $5.47M | Buy |
32,312
+10,235
| +46% | +$1.73M | 1.26% | 19 |
|
|
2017
Q1 | $3.68M | Sell |
22,077
-313
| -1% | -$52.2K | 0.91% | 22 |
|
|
2016
Q4 | $3.65M | Sell |
22,390
-2,406
| -10% | -$392K | 1.02% | 21 |
|
|
2016
Q3 | $3.58M | Sell |
24,796
-1,683
| -6% | -$243K | 1.02% | 19 |
|
|
2016
Q2 | $3.83M | Sell |
26,479
-1,571
| -6% | -$227K | 1.16% | 19 |
|
|
2016
Q1 | $3.98M | Sell |
28,050
-986
| -3% | -$140K | 1.36% | 17 |
|
|
2015
Q4 | $3.83M | Buy |
+29,036
| New | +$3.83M | 1.4% | 16 |
|
|
2014
Q4 | – | Sell |
-22,263
| Closed | -$3.08M | – | 193 |
|
|
2014
Q3 | $3.08M | Sell |
22,263
-2,500
| -10% | -$345K | 1.25% | 19 |
|
|
2014
Q2 | $3.13M | Buy |
24,763
+750
| +3% | +$94.9K | 1.21% | 21 |
|
|
2014
Q1 | $3M | Buy |
24,013
+1,880
| +8% | +$235K | 1.32% | 20 |
|
|
2013
Q4 | $2.62M | Buy |
+22,133
| New | +$2.62M | 1.17% | 22 |
|