Aletheian Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Aletheian Wealth Advisors LLC

$177 Million
Q1 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 3,599 shares of BRK-B stock, worth $1.47 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

3,599

Previous 3,826 5.93%

Holding current value

$1.47 Million

Previous $1.36 Million 10.92%

% of portfolio

0.85%

Previous 0.94%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$359.29 - $420.52 $81,558 - $95,458	-227 Reduced 5.93%	3,599 $1.51 Million
Q4 2023 Jan 05, 2024	SELL	$331.71 - $362.68 $28,195 - $30,827	-85 Reduced 2.17%	3,826 $1.36 Million
Q3 2023 Oct 04, 2023	SELL	$340.9 - $370.48 $175,222 - $190,426	-514 Reduced 11.62%	3,911 $1.37 Million
Q2 2023 Jul 13, 2023	BUY	$309.07 - $341.0 $1.02 Million - $1.12 Million	3,289 Added 289.52%	4,425 $1.51 Million
Q1 2023 May 11, 2023	SELL	$293.51 - $320.37 $859,103 - $937,722	-2,927 Reduced 72.04%	1,136 $350,000

Q4 2022 Jan 17, 2023	BUY	$264.0 - $318.6 $843,480 - $1.02 Million	3,195 Added 368.09%	4,063 $0
Q3 2022 Oct 14, 2022	SELL	$264.32 - $306.65 $49,692 - $57,650	-188 Reduced 17.8%	868 $232,000
Q2 2022 Jul 11, 2022	BUY	$267.52 - $353.1 $14,981 - $19,773	56 Added 5.6%	1,056 $288,000
Q1 2022 Apr 18, 2022	BUY	$300.79 - $359.57 $40,606 - $48,541	135 Added 15.61%	1,000 $353,000
Q4 2021 Apr 12, 2022	BUY	$273.64 - $300.17 $236,698 - $259,647	865 New	865 $259,000

Others Institutions Holding BRK-B

# of Institutions

4,163

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $530B

More about BRK-B

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Aletheian Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History