EWS
Evergreen Wealth Solutions’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 | $1.51M | Sell |
3,102
-137
| -4% | -$66.6K | 0.91% | 22 |
|
|
2025
Q1 | $1.73M | Sell |
3,239
-96
| -3% | -$51.1K | 1.16% | 14 |
|
|
2024
Q4 | $1.51M | Buy |
3,335
+882
| +36% | +$400K | 1.05% | 17 |
|
|
2024
Q3 | $1.13M | Sell |
2,453
-305
| -11% | -$140K | 0.77% | 23 |
|
|
2024
Q2 | $1.12M | Sell |
2,758
-905
| -25% | -$368K | 0.8% | 22 |
|
|
2024
Q1 | $1.54M | Sell |
3,663
-801
| -18% | -$337K | 1.14% | 16 |
|
|
2023
Q4 | $1.59M | Sell |
4,464
-571
| -11% | -$204K | 1.36% | 16 |
|
|
2023
Q3 | $1.76M | Sell |
5,035
-461
| -8% | -$161K | 1.78% | 10 |
|
|
2023
Q2 | $1.87M | Sell |
5,496
-173
| -3% | -$59K | 1.89% | 8 |
|
|
2023
Q1 | $1.75M | Sell |
5,669
-113
| -2% | -$34.9K | 2.02% | 8 |
|
|
2022
Q4 | $1.79M | Sell |
5,782
-62
| -1% | -$19.2K | 2.36% | 6 |
|
|
2022
Q3 | $1.56M | Sell |
5,844
-9
| -0.2% | -$2.4K | 2.21% | 7 |
|
|
2022
Q2 | $1.6M | Sell |
5,853
-87
| -1% | -$23.8K | 1.96% | 9 |
|
|
2022
Q1 | $2.1M | Sell |
5,940
-96
| -2% | -$33.9K | 2.03% | 9 |
|
|
2021
Q4 | $1.81M | Buy |
+6,036
| New | +$1.81M | 1.64% | 12 |
|