Evergreen Private Wealth’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 | $7.92M | Buy |
16,297
+88
| +0.5% | +$42.7K | 3.32% | 7 |
|
|
2025
Q1 | $8.63M | Buy |
16,209
+150
| +0.9% | +$79.9K | 4.03% | 2 |
|
|
2024
Q4 | $7.28M | Sell |
16,059
-33
| -0.2% | -$15K | 3.41% | 3 |
|
|
2024
Q3 | $7.41M | Buy |
16,092
+189
| +1% | +$87K | 3.43% | 3 |
|
|
2024
Q2 | $6.47M | Buy |
15,903
+199
| +1% | +$81K | 3.19% | 4 |
|
|
2024
Q1 | $6.6M | Buy |
15,704
+288
| +2% | +$121K | 3.31% | 3 |
|
|
2023
Q4 | $5.5M | Buy |
+15,416
| New | +$5.5M | 2.96% | 9 |
|