Evelyn Partners Investment Management Services’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
2025
Q2
$36.4M Buy
76,907
+50,071
+187% +$23.7M 4.85% 5
2025
Q1
$24.4M Buy
+26,836
New +$24.4M 4.24% 6