Aletheian Wealth Advisors LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Aletheian Wealth Advisors LLC

$163 Million
Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 1,578 shares of BRKB stock, worth $0. This represents 0.44% of its overall portfolio holdings.

Number of Shares

1,578

Previous 3,541 55.44%

Holding current value

Previous $1.44 Million 49.58%

% of portfolio

0.44%

Previous 0.79%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	N/A	-1,963 Reduced 55.44%	1,578 $726,000
Q2 2024 Jul 26, 2024	SELL	N/A	-58 Reduced 1.61%	3,541 $1.44 Million
Q1 2024 Apr 15, 2024	SELL	N/A	-227 Reduced 5.93%	3,599 $1.51 Million
Q4 2023 Jan 05, 2024	SELL	N/A	-85 Reduced 2.17%	3,826 $1.36 Million
Q3 2023 Oct 04, 2023	SELL	N/A	-514 Reduced 11.62%	3,911 $1.37 Million
Q2 2023 Jul 13, 2023	BUY	N/A	3,289 Added 289.52%	4,425 $1.51 Million
Q1 2023 May 11, 2023	SELL	N/A	-2,927 Reduced 72.04%	1,136 $350,000
Q4 2022 Jan 17, 2023	BUY	N/A	3,195 Added 368.09%	4,063 $0
Q3 2022 Oct 14, 2022	SELL	N/A	-188 Reduced 17.8%	868 $232,000
Q2 2022 Jul 11, 2022	BUY	N/A	56 Added 5.6%	1,056 $288,000
Q1 2022 Apr 18, 2022	BUY	N/A	135 Added 15.61%	1,000 $353,000
Q4 2021 Apr 12, 2022	BUY	N/A	865 New	865 $259,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Account

Aletheian Wealth Advisors LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History