Everhart Financial Group’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 | $7.08M | Buy |
14,576
+3,295
| +29% | +$1.6M | 0.82% | 16 |
|
|
2025
Q1 | $6.01M | Buy |
11,281
+662
| +6% | +$353K | 0.82% | 14 |
|
|
2024
Q4 | $4.81M | Buy |
10,619
+396
| +4% | +$179K | 0.99% | 19 |
|
|
2024
Q3 | $4.71M | Buy |
10,223
+1,041
| +11% | +$479K | 1.04% | 17 |
|
|
2024
Q2 | $3.74M | Buy |
9,182
+840
| +10% | +$342K | 0.97% | 20 |
|
|
2024
Q1 | $3.51M | Buy |
8,342
+1,354
| +19% | +$569K | 1.02% | 20 |
|
|
2023
Q4 | $2.49M | Buy |
6,988
+375
| +6% | +$134K | 0.88% | 27 |
|
|
2023
Q3 | $2.32M | Buy |
6,613
+193
| +3% | +$67.6K | 0.98% | 26 |
|
|
2023
Q2 | $2.19M | Buy |
6,420
+568
| +10% | +$194K | 0.91% | 26 |
|
|
2023
Q1 | $1.81M | Buy |
5,852
+611
| +12% | +$189K | 0.81% | 28 |
|
|
2022
Q4 | $1.62M | Buy |
5,241
+1,044
| +25% | +$322K | 0.81% | 27 |
|
|
2022
Q3 | $1.12M | Buy |
4,197
+646
| +18% | +$172K | 0.62% | 31 |
|
|
2022
Q2 | $969K | Sell |
3,551
-253
| -7% | -$69K | 0.59% | 36 |
|
|
2022
Q1 | $1.34M | Buy |
3,804
+1,146
| +43% | +$404K | 0.78% | 32 |
|
|
2021
Q4 | $794K | Buy |
2,658
+200
| +8% | +$59.7K | 0.48% | 43 |
|
|
2021
Q3 | $671K | Buy |
2,458
+167
| +7% | +$45.6K | 0.46% | 44 |
|
|
2021
Q2 | $637K | Buy |
+2,291
| New | +$637K | 0.44% | 48 |
|