A detailed history of Provenance Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 3,529 shares of BRK-B stock, worth $1.68 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,529
Previous 6,636 46.82%
Holding current value
$1.68 Million
Previous $3.01 Billion 37.52%
% of portfolio
0.27%
Previous 0.39%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 15, 2025

SELL
$442.66 - $534.52 $1.38 Million - $1.66 Million
-3,107 Reduced 46.82%
3,529 $1.88 Billion
Q4 2024

Aug 15, 2025

SELL
$442.29 - $483.08 $696,164 - $760,367
-1,574 Reduced 19.17%
6,636 $3.01 Billion
Q3 2024

Aug 15, 2025

BUY
$405.19 - $478.57 $810 - $957
2 Added 0.02%
8,210 $3.78 Billion
Q2 2024

Aug 15, 2025

SELL
$396.73 - $420.24 $3,967 - $4,202
-10 Reduced 0.12%
8,208 $3.34 Billion
Q1 2024

Aug 15, 2025

SELL
$359.29 - $420.52 $11,856 - $13,877
-33 Reduced 0.4%
8,218 $3.46 Billion
Q4 2023

Aug 15, 2025

BUY
$331.71 - $362.68 $13,268 - $14,507
40 Added 0.49%
8,251 $2.94 Billion
Q3 2023

Aug 15, 2025

BUY
$340.9 - $370.48 $2.8 Million - $3.04 Million
8,211 New
8,211 $2.88 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 $621B
More about BRK-B
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