A detailed history of Ep Wealth Advisors, LLC transactions in Berkshire Hathaway Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4 shares of BRK-A stock, worth $2.73 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4
Previous 4 -0.0%
Holding current value
$2.73 Million
Previous $2.45 Million 12.79%
% of portfolio
0.02%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 22, 2023

BUY
$517136.0 - $563073.0 $1.03 Million - $1.13 Million
2 Added 100.0%
4 $2.13 Million
Q2 2023

Aug 14, 2023

SELL
$467660.0 - $517810.0 $708 Million - $783 Million
-1,513 Reduced 99.87%
2 $1.04 Million
Q1 2023

Jun 05, 2023

BUY
$442765.0 - $484522.5 $671 Million - $734 Million
1,515 New
1,515 $705 Million
Q4 2022

Jun 12, 2023

SELL
$402836.0 - $479086.5 $609 Million - $725 Million
-1,513 Reduced 99.87%
2 $935,000
Q2 2022

Aug 11, 2022

SELL
$402300.0 - $529000.0 $402,300 - $529,000
-1 Reduced 50.0%
1 $409,000
Q1 2022

May 20, 2022

BUY
$454300.0 - $539180.0 $454,300 - $539,180
1 Added 100.0%
2 $1.06 Million
Q3 2021

Nov 23, 2021

SELL
$410450.0 - $438160.0 $108 Billion - $115 Billion
-262,456 Reduced 100.0%
1 $411,000
Q3 2021

Nov 16, 2021

BUY
$410450.0 - $438160.0 $108 Billion - $115 Billion
262,456 Added 0.0%
262,457 $411,000
Q2 2021

Aug 24, 2021

BUY
$390360.0 - $439460.0 $390,360 - $439,460
1 New
1 $419,000
Q4 2020

Feb 18, 2021

SELL
$301740.0 - $351101.0 $301,740 - $351,101
-1 Closed
0 $0
Q3 2020

Nov 17, 2020

SELL
$267020.0 - $332840.0 $187 Million - $233 Million
-699 Reduced 99.86%
1 $320,000
Q2 2020

Aug 14, 2020

BUY
$253501.0 - $302235.0 $177 Million - $211 Million
697 Added 23233.33%
700 $2.41 Million
Q1 2020

May 18, 2020

BUY
$240000.0 - $344970.0 $240,000 - $344,970
1 Added 50.0%
3 $816,000
Q4 2019

Feb 14, 2020

BUY
$305090.0 - $340380.0 $610,180 - $680,760
2 New
2 $680,000
Q1 2019

May 20, 2019

SELL
$287000.0 - $313875.0 $287,000 - $313,875
-1 Closed
0 $0
Q2 2017

Aug 17, 2017

BUY
N/A
1
1 $255,000

Others Institutions Holding BRK-A

About BERKSHIRE HATHAWAY INC


  • Ticker BRK-A
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 599,924
  • Market Cap $409B
  • Description
  • Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricit...
More about BRK-A
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