EWA
Evolution Wealth Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
2
| – | – | 0.21% | 59 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.27% | 52 |
|
|
2024
Q4 | $1.36M | Buy |
2
+1
| +100% | +$681K | 0.23% | 58 |
|
|
2024
Q3 | $691K | Sell |
1
-1
| -50% | -$691K | 0.12% | 72 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.24% | 55 |
|
|
2024
Q1 | $1.27M | Buy |
2
+1
| +100% | +$634K | 0.24% | 54 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.11% | 75 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.12% | 72 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.11% | 73 |
|
|
2023
Q1 | $466K | Sell |
1
-1
| -50% | -$466K | 0.11% | 73 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.24% | 53 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.22% | 55 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.21% | 59 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.22% | 53 |
|
|
2021
Q4 | $901 | Hold |
2
| – | – | 0.14% | 54 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.18% | 48 |
|
|
2021
Q2 | $837K | Sell |
2
-2
| -50% | -$837K | 0.17% | 63 |
|
|
2021
Q1 | $1.54M | Buy |
4
+2
| +100% | +$772K | 0.34% | 49 |
|
|
2020
Q4 | $696K | Hold |
2
| – | – | 0.16% | 66 |
|
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.18% | 57 |
|
|
2020
Q2 | $535K | Hold |
2
| – | – | 0.18% | 53 |
|
|
2020
Q1 | $544K | Sell |
2
-6
| -75% | -$1.63M | 0.22% | 41 |
|
|
2019
Q4 | $2.72M | Buy |
8
+5
| +167% | +$1.7M | 0.68% | 23 |
|
|
2019
Q3 | $935K | Sell |
3
-6
| -67% | -$1.87M | 0.45% | 17 |
|
|
2019
Q2 | $2.87M | Buy |
9
+2
| +29% | +$637K | 1.24% | 16 |
|
|
2019
Q1 | $2.11M | Hold |
7
| – | – | 0.97% | 22 |
|
|
2018
Q4 | $2.14M | Buy |
+7
| New | +$2.14M | 0.98% | 29 |
|