Prevail Innovative Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Prevail Innovative Wealth Advisors, LLC

$328 Billion
Q3 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 936 shares of BRK-B stock, worth $426,497. This represents 0.13% of its overall portfolio holdings.

Number of Shares

936

Previous 822 13.87%

Holding current value

$426,497

Previous $334 Million 28.83%

% of portfolio

0.13%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$405.19 - $478.57 $46,191 - $54,556	114 Added 13.87%	936 $431 Million
Q2 2024 Aug 08, 2024	BUY	$396.73 - $420.24 $16,265 - $17,229	41 Added 5.25%	822 $334 Million
Q1 2024 May 09, 2024	SELL	$359.29 - $420.52 $30,539 - $35,744	-85 Reduced 9.82%	781 $328 Million
Q4 2023 Feb 13, 2024	BUY	$331.71 - $362.68 $57,385 - $62,743	173 Added 24.96%	866 $309 Million
Q2 2023 Aug 15, 2023	BUY	$309.07 - $341.0 $214,185 - $236,313	693 New	693 $236 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $593B

More about BRK-B

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Prevail Innovative Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History