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

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 23,763 shares of BRK-B stock, worth $11.5 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

23,763

Previous 18,705 27.04%

Holding current value

$11.5 Million

Previous $8.48 Billion 49.32%

% of portfolio

0.48%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$442.66 - $534.52 $2.24 Million - $2.7 Million	5,058 Added 27.04%	23,763 $12.7 Billion
Q4 2024 Jan 22, 2025	SELL	$442.29 - $483.08 $2.54 Million - $2.77 Million	-5,741 Reduced 23.48%	18,705 $8.48 Billion
Q3 2024 Oct 21, 2024	BUY	$405.19 - $478.57 $1.76 Million - $2.08 Million	4,346 Added 21.62%	24,446 $11.2 Billion
Q2 2024 Jul 09, 2024	BUY	$396.73 - $420.24 $1.47 Million - $1.55 Million	3,695 Added 22.52%	20,100 $8.18 Billion
Q1 2024 Apr 15, 2024	SELL	$359.29 - $420.52 $704,926 - $825,060	-1,962 Reduced 10.68%	16,405 $6.9 Billion
Q4 2023 Jan 16, 2024	BUY	$331.71 - $362.68 $4.63 Million - $5.06 Million	13,950 Added 315.83%	18,367 $6.55 Billion
Q3 2023 Oct 23, 2023	SELL	$340.9 - $370.48 $821,228 - $892,486	-2,409 Reduced 35.29%	4,417 $5.67 Billion
Q2 2023 Aug 09, 2023	BUY	$309.07 - $341.0 $2.11 Million - $2.33 Million	6,826 New	6,826 $2.33 Billion

Others Institutions Holding BRK-B

# of Institutions

4,975

Shares Held

900M

Call Options Held

19M

Put Options Held

12.1M

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 $631B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

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

Account

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