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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 20,252 shares of BRKB stock, worth $0. This represents 0.51% of its overall portfolio holdings.

Number of Shares
20,252
Previous 13,894 45.76%
Holding current value
$0
Previous $7.4 Million 32.95%
% of portfolio
0.51%
Previous 0.45%

Shares

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

Aug 13, 2025
BUY
N/A
6,358 Added 45.76%
20,252 $9.84 Million
Q1 2025

May 13, 2025
SELL
N/A
-6,375 Reduced 31.45%
13,894 $7.4 Million
Q4 2024

Feb 07, 2025
BUY
N/A
401 Added 2.02%
20,269 $9.19 Million
Q3 2024

Nov 08, 2024
BUY
N/A
907 Added 4.78%
19,868 $9.14 Million
Q2 2024

Aug 13, 2024
BUY
N/A
2,635 Added 16.14%
18,961 $7.71 Million
Q1 2024

Jun 11, 2024
BUY
N/A
2,089 Added 14.67%
16,326 $6.87 Million
Q4 2023

Feb 09, 2024
BUY
N/A
1,524 Added 11.99%
14,237 $5.08 Million
Q3 2023

Nov 03, 2023
BUY
N/A
305 Added 2.46%
12,713 $4.45 Million
Q2 2023

Aug 04, 2023
BUY
N/A
9,106 Added 275.77%
12,408 $4.23 Million
Q1 2023

May 11, 2023
BUY
N/A
894 Added 37.13%
3,302 $1.02 Million
Q4 2022

Feb 09, 2023
BUY
N/A
36 Added 1.52%
2,408 $743,000
Q3 2022

Nov 07, 2022
BUY
N/A
397 Added 20.1%
2,372 $633,000
Q2 2022

Aug 01, 2022
BUY
N/A
510 Added 34.81%
1,975 $540,000
Q1 2022

May 25, 2022
BUY
N/A
28 Added 1.95%
1,465 $517,000
Q4 2021

Feb 07, 2022
BUY
N/A
1,437 New
1,437 $430,000

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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