Ep Wealth Advisors, LLC Berkshire Hathaway Inc Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

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 29 shares of BRK-A stock, worth $21.6 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

Previous 27 7.41%

Holding current value

$21.6 Million

Previous $21.6 Million 1.96%

% of portfolio

0.15%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$725400.0 - $809350.0 $1.45 Million - $1.62 Million	2 Added 7.41%	29 $21.1 Million
Q1 2025 May 15, 2025	BUY	$663000.0 - $801950.0 $15.2 Million - $18.4 Million	23 Added 575.0%	27 $21.6 Million
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

# of Institutions

1,507

Shares Held

22.9M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHAWAY INC

Ticker BRK-A
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 599,924
Market Cap $447B
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...

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Ep Wealth Advisors, LLC Berkshire Hathaway Inc Transaction History