Evoke Wealth’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 | $11.3M | Buy |
23,298
+3,285
| +16% | +$1.6M | 0.26% | 47 |
|
|
2025
Q1 | $10.7M | Buy |
20,013
+866
| +5% | +$461K | 0.28% | 45 |
|
|
2024
Q4 | $8.68M | Sell |
19,147
-245
| -1% | -$111K | 0.24% | 52 |
|
|
2024
Q3 | $8.93M | Buy |
19,392
+17,372
| +860% | +$8M | 0.24% | 51 |
|
|
2024
Q2 | $822K | Sell |
2,020
-16,690
| -89% | -$6.79M | 0.97% | 19 |
|
|
2024
Q1 | $7.87M | Buy |
+18,710
| New | +$7.87M | 0.23% | 52 |
|
|
2023
Q4 | – | Sell |
-15,467
| Closed | -$5.42M | – | 126 |
|
|
2023
Q3 | $5.42M | Buy |
15,467
+759
| +5% | +$266K | 0.19% | 61 |
|
|
2023
Q2 | $5.02M | Buy |
14,708
+626
| +4% | +$213K | 0.17% | 58 |
|
|
2023
Q1 | $4.35M | Buy |
14,082
+173
| +1% | +$53.4K | 0.16% | 64 |
|
|
2022
Q4 | $4.3M | Buy |
13,909
+923
| +7% | +$285K | 0.16% | 72 |
|
|
2022
Q3 | $3.47M | Sell |
12,986
-126
| -1% | -$33.6K | 0.14% | 74 |
|
|
2022
Q2 | $3.58M | Sell |
13,112
-314
| -2% | -$85.7K | 0.13% | 81 |
|
|
2022
Q1 | $4.74M | Buy |
13,426
+550
| +4% | +$194K | 0.16% | 73 |
|
|
2021
Q4 | $3.85M | Sell |
12,876
-61
| -0.5% | -$18.2K | 0.12% | 90 |
|
|
2021
Q3 | $3.53M | Sell |
12,937
-129
| -1% | -$35.2K | 0.13% | 89 |
|
|
2021
Q2 | $3.63M | Buy |
13,066
+3,749
| +40% | +$1.04M | 0.14% | 88 |
|
|
2021
Q1 | $2.38M | Sell |
9,317
-2,441
| -21% | -$624K | 0.11% | 105 |
|
|
2020
Q4 | $2.73M | Sell |
11,758
-3,462
| -23% | -$803K | 0.18% | 37 |
|
|
2020
Q3 | $3.24M | Buy |
15,220
+615
| +4% | +$131K | 0.26% | 35 |
|
|
2020
Q2 | $2.61M | Sell |
14,605
-1,833
| -11% | -$327K | 0.25% | 32 |
|
|
2020
Q1 | $3.01M | Buy |
+16,438
| New | +$3.01M | 0.43% | 28 |
|
|
2019
Q4 | – | Sell |
-23,545
| Closed | -$4.9M | – | 1276 |
|
|
2019
Q3 | $4.9M | Buy |
+23,545
| New | +$4.9M | 0.6% | 25 |
|