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

Evolution Wealth Advisors, LLC

  • $695 Million
  • Q3 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 16,030 shares of BRK-B stock, worth $8.16 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
16,030
Previous 16,017 0.08%
Holding current value
$8.16 Million
Previous $7.78 Million 3.57%
% of portfolio
1.16%
Previous 1.18%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$459.11 - $506.91 $5,968 - $6,589
13 Added 0.08%
16,030 $8.06 Million
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
5,128
Shares Held
882M
Call Options Held
19.6M
Put Options Held
15.2M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $662B
More about BRK-B
Track This Portfolio

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email