EWG Elevate’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 | $1.07M | Buy |
2,210
+24
| +1% | +$11.7K | 0.33% | 70 |
|
|
2025
Q1 | $1.16M | Buy |
2,186
+16
| +0.7% | +$8.52K | 0.44% | 51 |
|
|
2024
Q4 | $984K | Buy |
2,170
+232
| +12% | +$105K | 0.3% | 71 |
|
|
2024
Q3 | $892K | Sell |
1,938
-85
| -4% | -$39.1K | 0.36% | 52 |
|
|
2024
Q2 | $823K | Hold |
2,023
| – | – | 0.3% | 72 |
|
|
2024
Q1 | $851K | Sell |
2,023
-17
| -0.8% | -$7.15K | 0.32% | 68 |
|
|
2023
Q4 | $728K | Buy |
2,040
+22
| +1% | +$7.85K | 0.3% | 62 |
|
|
2023
Q3 | $707K | Buy |
2,018
+30
| +2% | +$10.5K | 0.32% | 56 |
|
|
2023
Q2 | $678K | Sell |
1,988
-6
| -0.3% | -$2.05K | 0.28% | 57 |
|
|
2023
Q1 | $616K | Buy |
1,994
+102
| +5% | +$31.5K | 0.26% | 57 |
|
|
2022
Q4 | $584K | Sell |
1,892
-19
| -1% | -$5.87K | 0.29% | 49 |
|
|
2022
Q3 | $510K | Hold |
1,911
| – | – | 0.29% | 48 |
|
|
2022
Q2 | $522K | Buy |
1,911
+65
| +4% | +$17.8K | 0.25% | 50 |
|
|
2022
Q1 | $651K | Buy |
1,846
+724
| +65% | +$255K | 0.26% | 52 |
|
|
2021
Q4 | $335K | Hold |
1,122
| – | – | 0.16% | 63 |
|
|
2021
Q3 | $306K | Buy |
1,122
+124
| +12% | +$33.8K | 0.13% | 70 |
|
|
2021
Q2 | $280K | Buy |
998
+2
| +0.2% | +$561 | 0.11% | 69 |
|
|
2021
Q1 | $254K | Buy |
996
+77
| +8% | +$19.6K | 0.11% | 65 |
|
|
2020
Q4 | $213K | Sell |
919
-43
| -4% | -$9.97K | 0.1% | 67 |
|
|
2020
Q3 | $205K | Buy |
+962
| New | +$205K | 0.12% | 63 |
|
|
2020
Q1 | – | Sell |
-892
| Closed | -$202K | – | 58 |
|
|
2019
Q4 | $202K | Buy |
+892
| New | +$202K | 0.11% | 70 |
|