Evolution Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Evolution Wealth Advisors, LLC

$660 Million
Q2 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 16,017 shares of BRK-B stock, worth $7.84 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

16,017

Previous 16,213 1.21%

Holding current value

$7.84 Million

Previous $8.63 Million 9.89%

% of portfolio

1.18%

Previous 1.48%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$483.48 - $539.8 $94,762 - $105,800	-196 Reduced 1.21%	16,017 $7.78 Million
Q1 2025 May 09, 2025	BUY	$442.66 - $534.52 $44,708 - $53,986	101 Added 0.63%	16,213 $8.63 Million
Q4 2024 Jan 17, 2025	BUY	$442.29 - $483.08 $86,688 - $94,683	196 Added 1.23%	16,112 $7.3 Million
Q3 2024 Nov 06, 2024	BUY	$405.19 - $478.57 $47,002 - $55,514	116 Added 0.73%	15,916 $7.33 Million
Q2 2024 Jul 18, 2024	BUY	$396.73 - $420.24 $417,359 - $442,092	1,052 Added 7.13%	15,800 $6.43 Million
Q1 2024 Apr 19, 2024	SELL	$359.29 - $420.52 $54,252 - $63,498	-151 Reduced 1.01%	14,748 $6.2 Million
Q4 2023 Jan 31, 2024	SELL	$331.71 - $362.68 $302,187 - $330,401	-911 Reduced 5.76%	14,899 $5.31 Million
Q3 2023 Nov 06, 2023	BUY	$340.9 - $370.48 $8,181 - $8,891	24 Added 0.15%	15,810 $5.54 Million
Q2 2023 Jul 17, 2023	SELL	$309.07 - $341.0 $116,210 - $128,216	-376 Reduced 2.33%	15,786 $5.38 Million
Q1 2023 May 02, 2023	SELL	$293.51 - $320.37 $54,592 - $59,588	-186 Reduced 1.14%	16,162 $4.99 Million
Q4 2022 Feb 07, 2023	BUY	$264.0 - $318.6 $8,976 - $10,832	34 Added 0.21%	16,348 $5.05 Million
Q3 2022 Nov 01, 2022	BUY	$264.32 - $306.65 $53,392 - $61,943	202 Added 1.25%	16,314 $4.36 Million
Q2 2022 Aug 02, 2022	BUY	$267.52 - $353.1 $10,700 - $14,124	40 Added 0.25%	16,112 $4.4 Million
Q1 2022 Apr 29, 2022	BUY	$300.79 - $359.57 $34,590 - $41,350	115 Added 0.72%	16,072 $5.67 Million
Q4 2021 Jan 28, 2022	BUY	$273.64 - $300.17 $93,037 - $102,057	340 Added 2.18%	15,957 $4.77 Million
Q3 2021 Nov 09, 2021	BUY	$272.66 - $291.28 $182,136 - $194,575	668 Added 4.47%	15,617 $4.26 Million
Q2 2021 Jul 22, 2021	BUY	$258.2 - $292.52 $12,651 - $14,333	49 Added 0.33%	14,949 $4.16 Million
Q1 2021 Apr 20, 2021	BUY	$227.36 - $263.99 $432,211 - $501,844	1,901 Added 14.62%	14,900 $3.81 Million
Q4 2020 Feb 02, 2021	SELL	$200.7 - $233.92 $22,077 - $25,731	-110 Reduced 0.84%	12,999 $3.01 Million
Q3 2020 Oct 15, 2020	BUY	$177.99 - $221.68 $304,006 - $378,629	1,708 Added 14.98%	13,109 $2.79 Million
Q2 2020 Jul 27, 2020	SELL	$169.25 - $201.56 $18,786 - $22,373	-111 Reduced 0.96%	11,401 $2.04 Million
Q1 2020 Apr 22, 2020	SELL	$162.13 - $230.2 $2.79 Million - $3.96 Million	-17,204 Reduced 59.91%	11,512 $2.11 Million
Q4 2019 Feb 03, 2020	BUY	$203.1 - $227.05 $972,645 - $1.09 Million	4,789 Added 20.02%	28,716 $6.5 Million
Q3 2019 Nov 12, 2019	BUY	$195.81 - $215.25 $4.69 Million - $5.15 Million	23,927 New	23,927 $4.98 Million
Q2 2019 Jul 12, 2019	SELL	$197.42 - $218.6 $5.6 Million - $6.2 Million	-28,350 Closed	0 $0
Q1 2019 May 09, 2019	BUY	$191.66 - $209.19 $799,222 - $872,322	4,170 Added 17.25%	28,350 $5.7 Million
Q4 2018 Jan 29, 2019	BUY	$187.76 - $223.76 $4.54 Million - $5.41 Million	24,180 New	24,180 $4.94 Million

Others Institutions Holding BRK-B

# of Institutions

5,046

Shares Held

925M

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 $637B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Account

Evolution Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History