Evoke Wealth’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 | $2.92M | Hold |
4
| – | – | 0.07% | 108 |
|
|
2025
Q1 | $3.19M | Hold |
4
| – | – | 0.08% | 100 |
|
|
2024
Q4 | $2.72M | Hold |
4
| – | – | 0.08% | 108 |
|
|
2024
Q3 | $2.76M | Buy |
4
+3
| +300% | +$2.07M | 0.08% | 101 |
|
|
2024
Q2 | $612K | Sell |
1
-4
| -80% | -$2.45M | 0.72% | 27 |
|
|
2024
Q1 | $3.17M | Buy |
5
+4
| +400% | +$2.54M | 0.09% | 90 |
|
|
2023
Q4 | $543K | Sell |
1
-3
| -75% | -$1.63M | 0.88% | 27 |
|
|
2023
Q3 | $2.13M | Hold |
4
| – | – | 0.07% | 114 |
|
|
2023
Q2 | $2.07M | Hold |
4
| – | – | 0.07% | 106 |
|
|
2023
Q1 | $1.86M | Hold |
4
| – | – | 0.07% | 114 |
|
|
2022
Q4 | $1.87M | Hold |
4
| – | – | 0.07% | 118 |
|
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 0.07% | 110 |
|
|
2022
Q2 | $1.64M | Hold |
4
| – | – | 0.06% | 120 |
|
|
2022
Q1 | $2.12M | Hold |
4
| – | – | 0.07% | 114 |
|
|
2021
Q4 | $1.8M | Hold |
4
| – | – | 0.06% | 134 |
|
|
2021
Q3 | $1.65M | Sell |
4
-4
| -50% | -$1.65M | 0.06% | 133 |
|
|
2021
Q2 | $3.35M | Hold |
8
| – | – | 0.13% | 93 |
|
|
2021
Q1 | $3.09M | Buy |
8
+1
| +14% | +$386K | 0.14% | 91 |
|
|
2020
Q4 | $2.44M | Sell |
7
-6
| -46% | -$2.09M | 0.16% | 41 |
|
|
2020
Q3 | $4.16M | Hold |
13
| – | – | 0.34% | 28 |
|
|
2020
Q2 | $3.48M | Hold |
13
| – | – | 0.34% | 27 |
|
|
2020
Q1 | $3.54M | Sell |
13
-21,327
| -100% | -$5.8B | 0.5% | 27 |
|
|
2019
Q4 | $9.25M | Buy |
21,340
+21,327
| +164,054% | +$9.24M | 1.18% | 14 |
|
|
2019
Q3 | $4.05M | Buy |
+13
| New | +$4.05M | 0.5% | 29 |
|