Evernest Financial Advisors’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 | $2.38M | Buy |
4,909
+596
| +14% | +$290K | 0.77% | 26 |
|
|
2025
Q1 | $2.3M | Sell |
4,313
-70,673
| -94% | -$37.6M | 0.82% | 24 |
|
|
2024
Q4 | $34M | Buy |
74,986
+28
| +0% | +$12.7K | 8.82% | 2 |
|
|
2024
Q3 | $34.5M | Buy |
74,958
+70,757
| +1,684% | +$32.6M | 9.3% | 2 |
|
|
2024
Q2 | $1.71M | Buy |
4,201
+14
| +0.3% | +$5.7K | 0.77% | 23 |
|
|
2024
Q1 | $1.7M | Sell |
4,187
-266
| -6% | -$108K | 0.8% | 24 |
|
|
2023
Q4 | $1.59M | Buy |
+4,453
| New | +$1.59M | 0.81% | 28 |
|
|
2021
Q4 | $1.53M | Buy |
+3,838
| New | +$1.53M | 0.79% | 27 |
|