A detailed history of Windsor Advisory Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 5,570 shares of BRK-B stock, worth $2.5 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
5,570
Previous 7,943 29.88%
Holding current value
$2.5 Million
Previous $3.23 Billion 20.66%
% of portfolio
2.89%
Previous 6.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$405.19 - $478.57 $961,515 - $1.14 Million
-2,373 Reduced 29.88%
5,570 $2.56 Billion
Q2 2024

Aug 14, 2024

BUY
$396.73 - $420.24 $28,961 - $30,677
73 Added 0.93%
7,943 $3.23 Billion
Q1 2024

May 09, 2024

BUY
$359.29 - $420.52 $269,467 - $315,390
750 Added 10.53%
7,870 $3.31 Billion
Q2 2023

Jul 26, 2023

SELL
$309.07 - $341.0 $1,854 - $2,046
-6 Reduced 0.08%
7,120 $2.43 Billion
Q1 2023

Jun 13, 2023

SELL
$293.51 - $320.37 $127,676 - $139,360
-435 Reduced 5.75%
7,126 $2.2 Billion
Q4 2022

Jun 13, 2023

BUY
$264.0 - $318.6 $2 Million - $2.41 Million
7,561 New
7,561 $2.34 Billion

Others Institutions Holding BRK-B

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 $585B
More about BRK-B
Track This Portfolio

Track Windsor Advisory Group, LLC Portfolio

Follow Windsor Advisory Group, 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 Windsor Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Advisory Group, LLC with notifications on news.