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

Amplius Wealth Advisors, LLC

$881 Million
Q1 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,656 shares of BRKB stock, worth $0. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,656

Previous 3,602 1.5%

Holding current value

Previous $1.63 Million 17.59%

% of portfolio

0.22%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	N/A	54 Added 1.5%	3,656 $1.92 Million
Q4 2024 Jan 16, 2025	SELL	N/A	-353 Reduced 8.93%	3,602 $1.63 Million
Q2 2024 Jul 22, 2024	BUY	N/A	100 Added 2.59%	3,955 $1.61 Million
Q1 2024 Apr 16, 2024	BUY	N/A	167 Added 4.53%	3,855 $1.62 Million
Q4 2023 Jan 10, 2024	BUY	N/A	37 Added 1.01%	3,688 $1.32 Million
Q3 2023 Oct 17, 2023	SELL	N/A	-57 Reduced 1.54%	3,651 $1.28 Million
Q2 2023 Jul 26, 2023	SELL	N/A	-19 Reduced 0.51%	3,708 $1.26 Million
Q1 2023 Apr 25, 2023	BUY	N/A	34 Added 0.92%	3,727 $1.15 Million
Q4 2022 Jan 19, 2023	SELL	N/A	-17 Reduced 0.46%	3,693 $0
Q3 2022 Nov 10, 2022	BUY	N/A	1,087 Added 41.44%	3,710 $991,000
Q2 2022 Jul 21, 2022	SELL	N/A	-85 Reduced 3.14%	2,623 $716,000
Q1 2022 May 09, 2022	BUY	N/A	392 Added 16.93%	2,708 $955,000
Q4 2021 Jan 28, 2022	BUY	N/A	2,316 New	2,316 $692,000

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 Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

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