EWA
Evolution Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Sell |
16,017
-196
| -1% | -$95.2K | 1.14% | 21 |
|
|
2025
Q1 | $8.63M | Buy |
16,213
+101
| +0.6% | +$53.8K | 1.44% | 17 |
|
|
2024
Q4 | $7.3M | Buy |
16,112
+196
| +1% | +$88.8K | 1.22% | 20 |
|
|
2024
Q3 | $7.32M | Buy |
15,916
+116
| +0.7% | +$53.4K | 1.32% | 17 |
|
|
2024
Q2 | $6.43M | Buy |
15,800
+1,052
| +7% | +$428K | 1.25% | 20 |
|
|
2024
Q1 | $6.2M | Sell |
14,748
-151
| -1% | -$63.5K | 1.19% | 19 |
|
|
2023
Q4 | $5.31M | Sell |
14,899
-911
| -6% | -$325K | 1.07% | 25 |
|
|
2023
Q3 | $5.54M | Buy |
15,810
+24
| +0.2% | +$8.41K | 1.24% | 23 |
|
|
2023
Q2 | $5.38M | Sell |
15,786
-376
| -2% | -$128K | 1.19% | 23 |
|
|
2023
Q1 | $4.99M | Sell |
16,162
-186
| -1% | -$57.4K | 1.2% | 24 |
|
|
2022
Q4 | $5.05M | Buy |
16,348
+34
| +0.2% | +$10.5K | 1.27% | 23 |
|
|
2022
Q3 | $4.36M | Buy |
16,314
+202
| +1% | +$53.9K | 1.19% | 20 |
|
|
2022
Q2 | $4.4M | Buy |
16,112
+40
| +0.2% | +$10.9K | 1.11% | 24 |
|
|
2022
Q1 | $5.67M | Buy |
16,072
+115
| +0.7% | +$40.6K | 1.17% | 20 |
|
|
2021
Q4 | $4.77K | Buy |
15,957
+340
| +2% | +$102 | 0.72% | 27 |
|
|
2021
Q3 | $4.26M | Buy |
15,617
+668
| +4% | +$182K | 0.91% | 24 |
|
|
2021
Q2 | $4.16M | Buy |
14,949
+49
| +0.3% | +$13.6K | 0.84% | 27 |
|
|
2021
Q1 | $3.81M | Buy |
14,900
+1,901
| +15% | +$486K | 0.85% | 30 |
|
|
2020
Q4 | $3.01M | Sell |
12,999
-110
| -0.8% | -$25.5K | 0.68% | 36 |
|
|
2020
Q3 | $2.79M | Buy |
13,109
+1,708
| +15% | +$364K | 0.76% | 31 |
|
|
2020
Q2 | $2.04M | Sell |
11,401
-111
| -1% | -$19.8K | 0.67% | 28 |
|
|
2020
Q1 | $2.11M | Sell |
11,512
-17,204
| -60% | -$3.15M | 0.85% | 29 |
|
|
2019
Q4 | $6.5M | Buy |
28,716
+4,789
| +20% | +$1.08M | 1.63% | 17 |
|
|
2019
Q3 | $4.98M | Buy |
+23,927
| New | +$4.98M | 2.37% | 11 |
|
|
2019
Q2 | – | Sell |
-28,350
| Closed | -$5.7M | – | 466 |
|
|
2019
Q1 | $5.7M | Buy |
28,350
+4,170
| +17% | +$838K | 2.62% | 15 |
|
|
2018
Q4 | $4.94M | Buy |
+24,180
| New | +$4.94M | 2.25% | 14 |
|