EWM
Evercore Wealth Management’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 | $8.02M | Hold |
11
| – | – | 0.12% | 78 |
|
|
2025
Q1 | $8.78M | Sell |
11
-1
| -8% | -$798K | 0.14% | 74 |
|
|
2024
Q4 | $8.17M | Sell |
12
-1
| -8% | -$681K | 0.12% | 81 |
|
|
2024
Q3 | $8.99M | Buy |
13
+1
| +8% | +$691K | 0.13% | 77 |
|
|
2024
Q2 | $7.35M | Buy |
12
+1
| +9% | +$612K | 0.12% | 81 |
|
|
2024
Q1 | $6.98M | Sell |
11
-2
| -15% | -$1.27M | 0.11% | 83 |
|
|
2023
Q4 | $7.05M | Buy |
13
+2
| +18% | +$1.09M | 0.12% | 80 |
|
|
2023
Q3 | $5.85M | Sell |
11
-2
| -15% | -$1.06M | 0.11% | 83 |
|
|
2023
Q2 | $6.73M | Buy |
13
+2
| +18% | +$1.04M | 0.12% | 78 |
|
|
2023
Q1 | $5.12M | Hold |
11
| – | – | 0.1% | 91 |
|
|
2022
Q4 | $5.16M | Sell |
11
-6
| -35% | -$2.81M | 0.11% | 87 |
|
|
2022
Q3 | $6.91M | Hold |
17
| – | – | 0.16% | 72 |
|
|
2022
Q2 | $6.95M | Buy |
17
+4
| +31% | +$1.64M | 0.15% | 73 |
|
|
2022
Q1 | $6.88M | Hold |
13
| – | – | 0.12% | 82 |
|
|
2021
Q4 | $5.86M | Buy |
13
+2
| +18% | +$901K | 0.1% | 100 |
|
|
2021
Q3 | $4.53M | Sell |
11
-1
| -8% | -$411K | 0.08% | 111 |
|
|
2021
Q2 | $5.02M | Hold |
12
| – | – | 0.09% | 107 |
|
|
2021
Q1 | $4.63M | Sell |
12
-2
| -14% | -$771K | 0.09% | 110 |
|
|
2020
Q4 | $4.86M | Buy |
14
+1
| +8% | +$347K | 0.1% | 99 |
|
|
2020
Q3 | $4.16M | Hold |
13
| – | – | 0.1% | 100 |
|
|
2020
Q2 | $3.47M | Hold |
13
| – | – | 0.09% | 98 |
|
|
2020
Q1 | $3.54M | Sell |
13
-1
| -7% | -$272K | 0.12% | 91 |
|
|
2019
Q4 | $4.76M | Sell |
14
-1
| -7% | -$340K | 0.13% | 92 |
|
|
2019
Q3 | $4.68M | Buy |
15
+2
| +15% | +$624K | 0.14% | 94 |
|
|
2019
Q2 | $4.14M | Hold |
13
| – | – | 0.13% | 98 |
|
|
2019
Q1 | $3.92M | Buy |
13
+1
| +8% | +$301K | 0.13% | 98 |
|
|
2018
Q4 | $3.67M | Hold |
12
| – | – | 0.14% | 96 |
|
|
2018
Q3 | $3.84M | Hold |
12
| – | – | 0.12% | 100 |
|
|
2018
Q2 | $3.38M | Hold |
12
| – | – | 0.12% | 107 |
|
|
2018
Q1 | $3.59M | Hold |
12
| – | – | 0.14% | 97 |
|
|
2017
Q4 | $3.57M | Hold |
12
| – | – | 0.13% | 97 |
|
|
2017
Q3 | $3.3M | Hold |
12
| – | – | 0.13% | 100 |
|
|
2017
Q2 | $3.06M | Hold |
12
| – | – | 0.12% | 106 |
|
|
2017
Q1 | $3M | Hold |
12
| – | – | 0.12% | 109 |
|
|
2016
Q4 | $2.93M | Hold |
12
| – | – | 0.12% | 109 |
|
|
2016
Q3 | $2.59M | Sell |
12
-1
| -8% | -$216K | 0.11% | 115 |
|
|
2016
Q2 | $2.82M | Hold |
13
| – | – | 0.12% | 110 |
|
|
2016
Q1 | $2.78M | Hold |
13
| – | – | 0.12% | 107 |
|
|
2015
Q4 | $2.57M | Sell |
13
-6
| -32% | -$1.19M | 0.12% | 115 |
|
|
2015
Q3 | $3.71M | Hold |
19
| – | – | 0.18% | 100 |
|
|
2015
Q2 | $3.89M | Sell |
19
-1
| -5% | -$205K | 0.18% | 105 |
|
|
2015
Q1 | $4.35M | Hold |
20
| – | – | 0.2% | 101 |
|
|
2014
Q4 | $4.52M | Buy |
20
+1
| +5% | +$226K | 0.23% | 92 |
|
|
2014
Q3 | $3.93M | Hold |
19
| – | – | 0.2% | 104 |
|
|
2014
Q2 | $3.61M | Hold |
19
| – | – | 0.19% | 105 |
|
|
2014
Q1 | $3.56M | Buy |
19
+3
| +19% | +$562K | 0.2% | 104 |
|
|
2013
Q4 | $2.85M | Hold |
16
| – | – | 0.16% | 122 |
|
|
2013
Q3 | $2.73M | Sell |
16
-1
| -6% | -$170K | 0.16% | 137 |
|
|
2013
Q2 | $2.87M | Buy |
+17
| New | +$2.87M | 0.16% | 132 |
|