Evergreen Wealth 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 | $6.33M | Sell |
13,037
-1,457
| -10% | -$708K | 3.55% | 11 |
|
|
2025
Q1 | $7.72M | Sell |
14,494
-343
| -2% | -$183K | 4.61% | 4 |
|
|
2024
Q4 | $6.73M | Buy |
14,837
+997
| +7% | +$452K | 3.97% | 7 |
|
|
2024
Q3 | $6.37M | Buy |
13,840
+1,738
| +14% | +$800K | 3.83% | 7 |
|
|
2024
Q2 | $4.92M | Hold |
12,102
| – | – | 3.26% | 11 |
|
|
2024
Q1 | $5.09M | Hold |
12,102
| – | – | 3.45% | 8 |
|
|
2023
Q4 | $4.32M | Buy |
12,102
+351
| +3% | +$125K | 3.17% | 9 |
|
|
2023
Q3 | $4.12M | Buy |
11,751
+318
| +3% | +$111K | 3.25% | 8 |
|
|
2023
Q2 | $3.9M | Buy |
11,433
+993
| +10% | +$339K | 3.05% | 9 |
|
|
2023
Q1 | $3.22M | Sell |
10,440
-870
| -8% | -$269K | 2.86% | 8 |
|
|
2022
Q4 | $3.49M | Buy |
+11,310
| New | +$3.49M | 3.21% | 7 |
|