Ep Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 228,074 shares of BRKB stock, worth $0. This represents 0.76% of its overall portfolio holdings.

Number of Shares
228,074
Previous 204,449 11.56%
Holding current value
$0
Previous $109 Million 1.75%
% of portfolio
0.76%
Previous 0.91%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
23,625 Added 11.56%
228,074 $111 Million
Q1 2025

May 15, 2025
BUY
N/A
204,449 New
204,449 $109 Million
Q1 2024

May 14, 2024
BUY
N/A
2,058 Added 0.97%
214,349 $90.1 Million
Q4 2023

Feb 28, 2024
BUY
N/A
212,291 New
212,291 $75.7 Million
Q3 2022

Dec 02, 2022
BUY
N/A
48,381 Added 70.52%
116,990 $31.2 Million
Q2 2022

Aug 11, 2022
BUY
N/A
2,006 Added 3.01%
68,609 $18.7 Million
Q1 2022

May 20, 2022
SELL
N/A
-3,895 Reduced 5.52%
66,603 $23.5 Million
Q4 2021

Feb 17, 2022
BUY
N/A
3,008 Added 4.46%
70,498 $21.1 Million
Q3 2021

Nov 23, 2021
BUY
N/A
32,757 Added 94.31%
67,490 $18.4 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-33,002 Reduced 48.72%
34,733 $18.4 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-1,715 Reduced 2.47%
67,735 $18.8 Million
Q1 2021

May 17, 2021
BUY
N/A
5,695 Added 8.93%
69,450 $17.7 Million
Q4 2020

Feb 18, 2021
BUY
N/A
63,755 New
63,755 $14.8 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-64,862 Closed
0 $0
Q1 2020

May 18, 2020
BUY
N/A
64,862 New
64,862 $11.9 Million
Q1 2019

May 20, 2019
SELL
N/A
-26,098 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
529 Added 2.07%
26,098 $5.33 Million
Q3 2018

Nov 15, 2018
BUY
N/A
2,464 Added 10.66%
25,569 $5.48 Million
Q2 2018

Aug 14, 2018
BUY
N/A
238 Added 1.04%
23,105 $4.31 Million
Q1 2018

May 15, 2018
BUY
N/A
12,982 Added 131.33%
22,867 $4.56 Million
Q4 2017

Feb 15, 2018
BUY
N/A
169 Added 1.74%
9,885 $1.96 Million
Q3 2017

Nov 15, 2017
SELL
N/A
-76 Reduced 0.78%
9,716 $1.78 Million
Q2 2017

Aug 17, 2017
BUY
N/A
9,792
9,792 $1.66 Million

Others Institutions Holding BRKB

# of Institutions
85
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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