Evergreen Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$407K | – | 54 |
|
|
2024
Q4 | $407K | Hold |
1
| – | – | 0.24% | 53 |
|
|
2024
Q3 | $762K | Sell |
1
-1
| -50% | -$762K | 0.46% | 51 |
|
|
2024
Q2 | $1.03M | Hold |
2
| – | – | 0.68% | 46 |
|
|
2024
Q1 | $1.07M | Hold |
2
| – | – | 0.72% | 44 |
|
|
2023
Q4 | $916K | Hold |
2
| – | – | 0.67% | 46 |
|
|
2023
Q3 | $910K | Hold |
2
| – | – | 0.72% | 46 |
|
|
2023
Q2 | $891K | Hold |
2
| – | – | 0.7% | 43 |
|
|
2023
Q1 | $852K | Hold |
2
| – | – | 0.76% | 40 |
|
|
2022
Q4 | $874K | Buy |
+2
| New | +$874K | 0.8% | 41 |
|