Evergreen Private Wealth LLC Berkshire Hathaway Inc Class B Transaction History

Evergreen Private Wealth LLC

$239 Billion
Q2 2025

A detailed history of Evergreen Private Wealth LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 16,297 shares of BRK-B stock, worth $7.78 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

16,297

Previous 16,209 0.54%

Holding current value

$7.78 Million

Previous $8.63 Billion 8.29%

% of portfolio

3.32%

Previous 4.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$483.48 - $539.8 $42,546 - $47,502	88 Added 0.54%	16,297 $7.92 Billion
Q1 2025 May 01, 2025	BUY	$442.66 - $534.52 $66,399 - $80,178	150 Added 0.93%	16,209 $8.63 Billion
Q4 2024 Feb 06, 2025	SELL	$442.29 - $483.08 $14,595 - $15,941	-33 Reduced 0.21%	16,059 $7.28 Billion
Q3 2024 Oct 31, 2024	BUY	$405.19 - $478.57 $76,580 - $90,449	189 Added 1.19%	16,092 $7.41 Billion
Q2 2024 Aug 12, 2024	BUY	$396.73 - $420.24 $78,949 - $83,627	199 Added 1.27%	15,903 $6.47 Billion
Q1 2024 Apr 16, 2024	BUY	$359.29 - $420.52 $103,475 - $121,109	288 Added 1.87%	15,704 $6.6 Billion
Q4 2023 Feb 08, 2024	BUY	$331.71 - $362.68 $5.11 Million - $5.59 Million	15,416 New	15,416 $5.5 Billion

Others Institutions Holding BRK-B

# of Institutions

5,038

Shares Held

924M

Call Options Held

17.4M

Put Options Held

13.1M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $621B

More about BRK-B

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Evergreen Private Wealth LLC Berkshire Hathaway Inc Class B Transaction History