Evergreen Capital Management’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 | $20.3M | Buy |
41,689
+1,380
| +3% | +$670K | 0.61% | 33 |
|
|
2025
Q1 | $21.5M | Buy |
40,309
+3,767
| +10% | +$2.01M | 0.72% | 24 |
|
|
2024
Q4 | $16.6M | Sell |
36,542
-660
| -2% | -$299K | 0.54% | 43 |
|
|
2024
Q3 | $17.1M | Sell |
37,202
-265
| -0.7% | -$122K | 0.57% | 39 |
|
|
2024
Q2 | $15.2M | Buy |
37,467
+200
| +0.5% | +$81.4K | 0.55% | 47 |
|
|
2024
Q1 | $15.7M | Buy |
37,267
+528
| +1% | +$222K | 0.59% | 34 |
|
|
2023
Q4 | $13.1M | Buy |
36,739
+243
| +0.7% | +$86.7K | 0.54% | 41 |
|
|
2023
Q3 | $12.8M | Buy |
36,496
+39
| +0.1% | +$13.7K | 0.56% | 36 |
|
|
2023
Q2 | $12.4M | Buy |
36,457
+1,325
| +4% | +$452K | 0.52% | 43 |
|
|
2023
Q1 | $10.8M | Buy |
35,132
+1,828
| +5% | +$564K | 0.49% | 53 |
|
|
2022
Q4 | $10.3M | Buy |
33,304
+6,520
| +24% | +$2.01M | 0.48% | 53 |
|
|
2022
Q3 | $7.15M | Buy |
26,784
+3,437
| +15% | +$918K | 0.37% | 76 |
|
|
2022
Q2 | $6.37M | Sell |
23,347
-25,796
| -52% | -$7.04M | 0.33% | 88 |
|
|
2022
Q1 | $17.3M | Buy |
49,143
+363
| +0.7% | +$128K | 0.71% | 30 |
|
|
2021
Q4 | $14.6M | Buy |
48,780
+1,421
| +3% | +$425K | 0.58% | 38 |
|
|
2021
Q3 | $12.9M | Buy |
47,359
+23,832
| +101% | +$6.5M | 0.58% | 39 |
|
|
2021
Q2 | $6.54M | Sell |
23,527
-237
| -1% | -$65.9K | 0.31% | 83 |
|
|
2021
Q1 | $6.07M | Buy |
23,764
+1,067
| +5% | +$273K | 0.31% | 87 |
|
|
2020
Q4 | $5.26M | Sell |
22,697
-13,275
| -37% | -$3.08M | 0.31% | 88 |
|
|
2020
Q3 | $7.66M | Sell |
35,972
-6,532
| -15% | -$1.39M | 0.53% | 49 |
|
|
2020
Q2 | $7.59M | Sell |
42,504
-1,997
| -4% | -$356K | 0.57% | 44 |
|
|
2020
Q1 | $8.14M | Buy |
44,501
+15,484
| +53% | +$2.83M | 0.76% | 36 |
|
|
2019
Q4 | $6.57M | Buy |
29,017
+1,694
| +6% | +$384K | 0.55% | 47 |
|
|
2019
Q3 | $5.68M | Sell |
27,323
-519
| -2% | -$108K | 0.53% | 50 |
|
|
2019
Q2 | $5.94M | Buy |
27,842
+738
| +3% | +$157K | 0.57% | 50 |
|
|
2019
Q1 | $5.45M | Buy |
27,104
+1,066
| +4% | +$214K | 0.55% | 49 |
|
|
2018
Q4 | $5.32M | Sell |
26,038
-2,128
| -8% | -$435K | 0.56% | 47 |
|
|
2018
Q3 | $6.03M | Buy |
28,166
+665
| +2% | +$142K | 0.53% | 50 |
|
|
2018
Q2 | $5.13M | Sell |
27,501
-1,127
| -4% | -$210K | 0.48% | 52 |
|
|
2018
Q1 | $5.71M | Buy |
28,628
+2,269
| +9% | +$453K | 0.55% | 49 |
|
|
2017
Q4 | $5.23M | Sell |
26,359
-1,754
| -6% | -$348K | 0.53% | 51 |
|
|
2017
Q3 | $5.15M | Buy |
28,113
+9,769
| +53% | +$1.79M | 0.6% | 49 |
|
|
2017
Q2 | $3.11M | Buy |
18,344
+1,087
| +6% | +$184K | 0.5% | 58 |
|
|
2017
Q1 | $2.88M | Sell |
17,257
-1,439
| -8% | -$240K | 0.6% | 51 |
|
|
2016
Q4 | $3.05M | Sell |
18,696
-58
| -0.3% | -$9.45K | 0.59% | 55 |
|
|
2016
Q3 | $2.71M | Sell |
18,754
-85
| -0.5% | -$12.3K | 0.53% | 59 |
|
|
2016
Q2 | $2.73M | Buy |
18,839
+240
| +1% | +$34.8K | 0.59% | 50 |
|
|
2016
Q1 | $2.64M | Buy |
18,599
+542
| +3% | +$76.9K | 0.61% | 50 |
|
|
2015
Q4 | $2.38M | Sell |
18,057
-495
| -3% | -$65.4K | 0.57% | 54 |
|
|
2015
Q3 | $2.42M | Sell |
18,552
-18,658
| -50% | -$2.43M | 0.63% | 53 |
|
|
2015
Q2 | $5.07M | Sell |
37,210
-630
| -2% | -$85.8K | 1.24% | 27 |
|
|
2015
Q1 | $5.46M | Sell |
37,840
-600
| -2% | -$86.6K | 1.2% | 32 |
|
|
2014
Q4 | $5.31M | Hold |
38,440
| – | – | 1.05% | 34 |
|
|
2014
Q3 | $5.31M | Buy |
38,440
+390
| +1% | +$53.9K | 1.03% | 34 |
|
|
2014
Q2 | $4.82M | Sell |
38,050
-30
| -0.1% | -$3.8K | 0.95% | 35 |
|
|
2014
Q1 | $4.76M | Sell |
38,080
-295
| -0.8% | -$36.9K | 0.96% | 36 |
|
|
2013
Q4 | $4.55M | Sell |
38,375
-16,008
| -29% | -$1.9M | 0.82% | 45 |
|
|
2013
Q3 | $6.17M | Buy |
54,383
+65
| +0.1% | +$7.38K | 0.99% | 34 |
|
|
2013
Q2 | $6.08M | Buy |
+54,318
| New | +$6.08M | 0.93% | 37 |
|