EverSource Wealth Advisors’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
Q2 | $3.64M | Hold |
5
| – | – | 0.16% | 117 |
|
|
2025
Q1 | $3.99M | Sell |
5
-2
| -29% | -$1.6M | 0.22% | 99 |
|
|
2024
Q4 | $4.77M | Hold |
7
| – | – | 0.27% | 81 |
|
|
2024
Q3 | $4.84M | Buy |
7
+4
| +133% | +$2.76M | 0.31% | 75 |
|
|
2024
Q2 | $1.98M | Hold |
3
| – | – | 0.13% | 135 |
|
|
2024
Q1 | $1.8M | Hold |
3
| – | – | 0.14% | 128 |
|
|
2023
Q4 | $1.63M | Hold |
3
| – | – | 0.15% | 128 |
|
|
2023
Q3 | $1.59M | Hold |
3
| – | – | 0.17% | 121 |
|
|
2023
Q2 | $1.55M | Buy |
+3
| New | +$1.55M | 0.17% | 119 |
|