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

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 3,696 shares of BRK-B stock, worth $1.67 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

3,696

Previous 3,531 4.67%

Holding current value

$1.67 Million

Previous $1.48 Million 1.28%

% of portfolio

0.78%

Previous 0.8%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$396.73 - $420.24 $65,460 - $69,339	165 Added 4.67%	3,696 $1.5 Million
Q1 2024 Apr 26, 2024	SELL	$359.29 - $420.52 $7,545 - $8,830	-21 Reduced 0.59%	3,531 $1.48 Million
Q4 2023 Feb 07, 2024	BUY	$331.71 - $362.68 $78,615 - $85,955	237 Added 7.15%	3,552 $1.27 Million
Q3 2023 Nov 07, 2023	BUY	$340.9 - $370.48 $2,386 - $2,593	7 Added 0.21%	3,315 $1.16 Million
Q2 2023 Aug 02, 2023	SELL	$309.07 - $341.0 $12,980 - $14,322	-42 Reduced 1.25%	3,308 $1.13 Million
Q4 2022 Feb 10, 2023	BUY	$264.0 - $318.6 $7,920 - $9,558	30 Added 0.9%	3,350 $1.03 Million
Q3 2022 Nov 09, 2022	BUY	$264.32 - $306.65 $6,079 - $7,052	23 Added 0.7%	3,320 $887,000
Q2 2022 Aug 08, 2022	SELL	$267.52 - $353.1 $2,140 - $2,824	-8 Reduced 0.24%	3,297 $900,000
Q3 2021 Nov 12, 2021	SELL	$272.66 - $291.28 $8,725 - $9,320	-32 Reduced 0.96%	3,305 $902,000
Q2 2021 Aug 16, 2021	BUY	$258.2 - $292.52 $1,807 - $2,047	7 Added 0.21%	3,337 $927,000
Q1 2021 May 14, 2021	SELL	$227.36 - $263.99 $11,822 - $13,727	-52 Reduced 1.54%	3,330 $851,000
Q4 2020 Feb 16, 2021	SELL	$200.7 - $233.92 $135,472 - $157,896	-675 Reduced 16.64%	3,382 $784,000
Q3 2020 Nov 04, 2020	SELL	$177.99 - $221.68 $106,971 - $133,229	-601 Reduced 12.9%	4,057 $864,000
Q2 2020 Aug 19, 2020	SELL	$169.25 - $201.56 $631,302 - $751,818	-3,730 Reduced 44.47%	4,658 $831,000
Q1 2020 May 13, 2020	SELL	$162.13 - $230.2 $96,953 - $137,659	-598 Reduced 6.65%	8,388 $1.54 Million
Q4 2019 Feb 07, 2020	SELL	$203.1 - $227.05 $21,934 - $24,521	-108 Reduced 1.19%	8,986 $2.03 Million
Q3 2019 Nov 21, 2019	SELL	$195.81 - $215.25 $51,106 - $56,180	-261 Reduced 2.79%	9,094 $2 Million
Q2 2019 Aug 14, 2019	SELL	$197.42 - $218.6 $18,557 - $20,548	-94 Reduced 0.99%	9,355 $1.88 Million
Q1 2019 May 08, 2019	BUY	$191.66 - $209.19 $48,298 - $52,715	252 Added 2.74%	9,449 $1.98 Million
Q4 2018 Feb 04, 2019	BUY	$187.76 - $223.76 $11,641 - $13,873	62 Added 0.68%	9,197 $1.8 Million
Q2 2018 Aug 10, 2018	SELL	$184.91 - $201.2 $18,491 - $20,120	-100 Reduced 1.08%	9,135 $1.72 Million
Q1 2018 May 14, 2018	BUY	$191.42 - $217.25 $36,561 - $41,494	191 Added 2.11%	9,235 $1.82 Million
Q4 2017 Feb 14, 2018	BUY	$181.06 - $199.56 $1.64 Million - $1.8 Million	9,044	9,044 $1.82 Million

Others Institutions Holding BRK-B

# of Institutions

4,262

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $589B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

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

Account

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