EWM
Evercore Wealth 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 | $132M | Sell |
271,667
-3,012
| -1% | -$1.46M | 2.05% | 15 |
|
|
2025
Q1 | $146M | Sell |
274,679
-4,763
| -2% | -$2.54M | 2.35% | 13 |
|
|
2024
Q4 | $127M | Sell |
279,442
-3,874
| -1% | -$1.76M | 1.9% | 18 |
|
|
2024
Q3 | $130M | Sell |
283,316
-4,762
| -2% | -$2.19M | 1.96% | 18 |
|
|
2024
Q2 | $117M | Sell |
288,078
-3,358
| -1% | -$1.37M | 1.84% | 20 |
|
|
2024
Q1 | $123M | Sell |
291,436
-2,309
| -0.8% | -$971K | 1.92% | 17 |
|
|
2023
Q4 | $105M | Sell |
293,745
-1,016
| -0.3% | -$362K | 1.76% | 22 |
|
|
2023
Q3 | $103M | Sell |
294,761
-1,448
| -0.5% | -$507K | 1.93% | 17 |
|
|
2023
Q2 | $101M | Buy |
296,209
+1,957
| +0.7% | +$667K | 1.85% | 17 |
|
|
2023
Q1 | $90.9M | Sell |
294,252
-3,963
| -1% | -$1.22M | 1.81% | 18 |
|
|
2022
Q4 | $92.1M | Sell |
298,215
-660
| -0.2% | -$204K | 1.93% | 18 |
|
|
2022
Q3 | $79.8M | Buy |
298,875
+3,488
| +1% | +$931K | 1.8% | 18 |
|
|
2022
Q2 | $80.6M | Sell |
295,387
-1,446
| -0.5% | -$395K | 1.7% | 21 |
|
|
2022
Q1 | $105M | Sell |
296,833
-219
| -0.1% | -$77.3K | 1.85% | 16 |
|
|
2021
Q4 | $88.8M | Sell |
297,052
-232
| -0.1% | -$69.4K | 1.44% | 26 |
|
|
2021
Q3 | $81.1M | Sell |
297,284
-3,813
| -1% | -$1.04M | 1.47% | 25 |
|
|
2021
Q2 | $83.7M | Sell |
301,097
-671
| -0.2% | -$186K | 1.53% | 24 |
|
|
2021
Q1 | $77.1M | Buy |
301,768
+3,261
| +1% | +$833K | 1.53% | 25 |
|
|
2020
Q4 | $69.2M | Buy |
298,507
+3,939
| +1% | +$913K | 1.49% | 25 |
|
|
2020
Q3 | $62.7M | Buy |
294,568
+2,982
| +1% | +$635K | 1.53% | 22 |
|
|
2020
Q2 | $52.1M | Buy |
291,586
+4,313
| +2% | +$770K | 1.39% | 27 |
|
|
2020
Q1 | $52.5M | Buy |
287,273
+3,956
| +1% | +$723K | 1.73% | 18 |
|
|
2019
Q4 | $64.2M | Buy |
283,317
+4,200
| +2% | +$951K | 1.73% | 21 |
|
|
2019
Q3 | $58.1M | Buy |
279,117
+5,903
| +2% | +$1.23M | 1.7% | 19 |
|
|
2019
Q2 | $58.2M | Buy |
273,214
+34,255
| +14% | +$7.3M | 1.77% | 20 |
|
|
2019
Q1 | $48M | Buy |
238,959
+12,344
| +5% | +$2.48M | 1.55% | 22 |
|
|
2018
Q4 | $46.3M | Buy |
226,615
+2,682
| +1% | +$548K | 1.75% | 18 |
|
|
2018
Q3 | $47.9M | Buy |
223,933
+3,051
| +1% | +$653K | 1.53% | 18 |
|
|
2018
Q2 | $41.2M | Buy |
220,882
+15,473
| +8% | +$2.89M | 1.41% | 27 |
|
|
2018
Q1 | $41M | Buy |
205,409
+2,029
| +1% | +$405K | 1.57% | 25 |
|
|
2017
Q4 | $40.3M | Sell |
203,380
-787
| -0.4% | -$156K | 1.5% | 29 |
|
|
2017
Q3 | $37.4M | Sell |
204,167
-5,081
| -2% | -$931K | 1.46% | 28 |
|
|
2017
Q2 | $35.4M | Buy |
209,248
+2,366
| +1% | +$401K | 1.37% | 30 |
|
|
2017
Q1 | $34.5M | Sell |
206,882
-16,632
| -7% | -$2.77M | 1.35% | 30 |
|
|
2016
Q4 | $36.4M | Sell |
223,514
-7,951
| -3% | -$1.3M | 1.51% | 25 |
|
|
2016
Q3 | $33.4M | Sell |
231,465
-2,528
| -1% | -$365K | 1.38% | 28 |
|
|
2016
Q2 | $33.9M | Sell |
233,993
-5,385
| -2% | -$780K | 1.49% | 27 |
|
|
2016
Q1 | $34M | Sell |
239,378
-5,882
| -2% | -$835K | 1.5% | 24 |
|
|
2015
Q4 | $32.4M | Buy |
245,260
+13,058
| +6% | +$1.72M | 1.5% | 22 |
|
|
2015
Q3 | $30.3M | Buy |
232,202
+250
| +0.1% | +$32.6K | 1.45% | 19 |
|
|
2015
Q2 | $31.6M | Buy |
231,952
+1,546
| +0.7% | +$210K | 1.42% | 20 |
|
|
2015
Q1 | $33.2M | Buy |
230,406
+6,737
| +3% | +$972K | 1.53% | 15 |
|
|
2014
Q4 | $33.6M | Buy |
223,669
+6,558
| +3% | +$986K | 1.68% | 13 |
|
|
2014
Q3 | $30M | Buy |
217,111
+2,698
| +1% | +$373K | 1.5% | 16 |
|
|
2014
Q2 | $27.1M | Buy |
214,413
+9,039
| +4% | +$1.14M | 1.4% | 18 |
|
|
2014
Q1 | $25.6M | Sell |
205,374
-2,406
| -1% | -$300K | 1.44% | 16 |
|
|
2013
Q4 | $24.7M | Buy |
207,780
+15,254
| +8% | +$1.81M | 1.36% | 15 |
|
|
2013
Q3 | $21.9M | Buy |
192,526
+358
| +0.2% | +$40.6K | 1.25% | 18 |
|
|
2013
Q2 | $21.5M | Buy |
+192,168
| New | +$21.5M | 1.22% | 17 |
|