Valued Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Valued Wealth Advisors LLC

$192 Billion
Q2 2025

A detailed history of Valued Wealth Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 267 shares of BRK-B stock, worth $127,393. This represents 0.07% of its overall portfolio holdings.

Number of Shares

267

Previous 282 5.32%

Holding current value

$127,393

Previous $150 Million 13.64%

% of portfolio

0.07%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$483.48 - $539.8 $7,252 - $8,096	-15 Reduced 5.32%	267 $130 Million
Q1 2025 May 01, 2025	BUY	$442.66 - $534.52 $15,493 - $18,708	35 Added 14.17%	282 $150 Million
Q4 2024 Jan 22, 2025	BUY	$442.29 - $483.08 $1,769 - $1,932	4 Added 1.65%	247 $112 Million
Q3 2024 Oct 28, 2024	BUY	$405.19 - $478.57 $20,664 - $24,407	51 Added 26.56%	243 $112 Million
Q2 2024 Jul 16, 2024	BUY	$396.73 - $420.24 $10,711 - $11,346	27 Added 16.36%	192 $78.1 Million
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $25,509 - $29,856	71 Added 75.53%	165 $69.4 Million
Q4 2023 Jan 05, 2024	BUY	$331.71 - $362.68 $31,180 - $34,091	94 New	94 $32.9 Million

Others Institutions Holding BRK-B

# of Institutions

5,039

Shares Held

924M

Call Options Held

18.4M

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 $621B

More about BRK-B

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Valued Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History