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

Acorn Wealth Advisors, LLC

$220 Million
Q3 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 3,623 shares of BRK-B stock, worth $1.73 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

3,623

Previous 3,696 1.98%

Holding current value

$1.73 Million

Previous $1.5 Million 10.91%

% of portfolio

0.76%

Previous 0.78%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$405.19 - $478.57 $29,578 - $34,935	-73 Reduced 1.98%	3,623 $1.67 Million
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

4,376

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 $620B

More about BRK-B

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