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

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,955 shares of BRK-B stock, worth $1.79 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,955

Previous 3,955 -0.0%

Holding current value

$1.79 Million

Previous $1.61 Million 13.18%

% of portfolio

0.22%

Previous 0.21%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$396.73 - $420.24 $39,673 - $42,024	100 Added 2.59%	3,955 $1.61 Million
Q1 2024 Apr 16, 2024	BUY	$359.29 - $420.52 $60,001 - $70,226	167 Added 4.53%	3,855 $1.62 Million
Q4 2023 Jan 10, 2024	BUY	$331.71 - $362.68 $12,273 - $13,419	37 Added 1.01%	3,688 $1.32 Million
Q3 2023 Oct 17, 2023	SELL	$340.9 - $370.48 $19,431 - $21,117	-57 Reduced 1.54%	3,651 $1.28 Million
Q2 2023 Jul 26, 2023	SELL	$309.07 - $341.0 $5,872 - $6,479	-19 Reduced 0.51%	3,708 $1.26 Million
Q1 2023 Apr 25, 2023	BUY	$293.51 - $320.37 $9,979 - $10,892	34 Added 0.92%	3,727 $1.15 Million
Q4 2022 Jan 19, 2023	SELL	$264.0 - $318.6 $4,488 - $5,416	-17 Reduced 0.46%	3,693 $0
Q3 2022 Nov 10, 2022	BUY	$264.32 - $306.65 $287,315 - $333,328	1,087 Added 41.44%	3,710 $991,000
Q2 2022 Jul 21, 2022	SELL	$267.52 - $353.1 $22,739 - $30,013	-85 Reduced 3.14%	2,623 $716,000
Q1 2022 May 09, 2022	BUY	$300.79 - $359.57 $117,909 - $140,951	392 Added 16.93%	2,708 $955,000
Q4 2021 Jan 28, 2022	BUY	$273.64 - $300.17 $633,750 - $695,193	2,316 New	2,316 $692,000

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

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 $590B

More about BRK-B

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