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

Arete Wealth Advisors, LLC

  • $1.22 Billion
  • Q2 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 41,716 shares of BRK-B stock, worth $19 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
41,716
Previous 40,103 4.02%
Holding current value
$19 Million
Previous $16.9 Million 0.66%
% of portfolio
1.39%
Previous 1.59%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$396.73 - $420.24 $639,925 - $677,847
1,613 Added 4.02%
41,716 $17 Million
Q1 2024

May 15, 2024
SELL
$359.29 - $420.52 $67,546 - $79,057
-188 Reduced 0.47%
40,103 $16.9 Million
Q4 2023

Feb 14, 2024
BUY
$331.71 - $362.68 $829,606 - $907,062
2,501 Added 6.62%
40,291 $14.4 Million
Q3 2023

Oct 30, 2023
BUY
$340.9 - $370.48 $1.07 Million - $1.16 Million
3,140 Added 9.06%
37,790 $13.2 Million
Q2 2023

Aug 09, 2023
BUY
$309.07 - $341.0 $160,407 - $176,979
519 Added 1.52%
34,650 $13.9 Million
Q1 2023

May 01, 2023
SELL
$293.51 - $320.37 $424,121 - $462,934
-1,445 Reduced 4.06%
34,131 $10.5 Million
Q4 2022

Feb 06, 2023
BUY
$264.0 - $318.6 $70,488 - $85,066
267 Added 0.76%
35,576 $11 Million
Q3 2022

Nov 07, 2022
BUY
$264.32 - $306.65 $1.12 Million - $1.29 Million
4,219 Added 13.57%
35,309 $9.43 Million
Q2 2022

Aug 15, 2022
BUY
$267.52 - $353.1 $149,543 - $197,382
559 Added 1.83%
31,090 $8.49 Million
Q1 2022

May 06, 2022
BUY
$300.79 - $359.57 $1.71 Million - $2.05 Million
5,701 Added 22.96%
30,531 $10.8 Million
Q4 2021

Feb 07, 2022
BUY
$273.64 - $300.17 $423,047 - $464,062
1,546 Added 6.64%
24,830 $7.46 Million
Q3 2021

Nov 15, 2021
SELL
$272.66 - $291.28 $197,678 - $211,177
-725 Reduced 3.02%
23,284 $6.36 Million
Q2 2021

Aug 09, 2021
SELL
$258.2 - $292.52 $1 Million - $1.13 Million
-3,879 Reduced 13.91%
24,009 $4.48 Million
Q1 2021

May 10, 2021
SELL
$227.36 - $263.99 $942,634 - $1.09 Million
-4,146 Reduced 12.94%
27,888 $7.13 Million
Q4 2020

Feb 08, 2021
SELL
$200.7 - $233.92 $653,880 - $762,111
-3,258 Reduced 9.23%
32,034 $7.4 Million
Q3 2020

Nov 09, 2020
SELL
$177.99 - $221.68 $548,209 - $682,774
-3,080 Reduced 8.03%
35,292 $7.46 Million
Q2 2020

Aug 11, 2020
SELL
$169.25 - $201.56 $2.22 Million - $2.65 Million
-13,126 Reduced 25.49%
38,372 $6.85 Million
Q1 2020

May 14, 2020
BUY
$162.13 - $230.2 $2.32 Million - $3.3 Million
14,317 Added 38.51%
51,498 $9.41 Million
Q4 2019

Feb 14, 2020
BUY
$203.1 - $227.05 $353,190 - $394,839
1,739 Added 4.91%
37,181 $8.42 Million
Q3 2019

Nov 13, 2019
SELL
$195.81 - $215.25 $79,303 - $87,176
-405 Reduced 1.13%
35,442 $7.37 Million
Q2 2019

Aug 14, 2019
BUY
$197.42 - $218.6 $340,154 - $376,647
1,723 Added 5.05%
35,847 $7.64 Million
Q1 2019

May 15, 2019
BUY
$191.66 - $209.19 $20,315 - $22,174
106 Added 0.31%
34,124 $6.86 Million
Q4 2018

Feb 14, 2019
BUY
$187.76 - $223.76 $255,353 - $304,313
1,360 Added 4.16%
34,018 $6.95 Million
Q3 2018

Nov 14, 2018
SELL
$186.02 - $221.68 $18,788 - $22,389
-101 Reduced 0.31%
32,658 $6.99 Million
Q2 2018

Aug 14, 2018
SELL
$184.91 - $201.2 $166,603 - $181,281
-901 Reduced 2.68%
32,759 $6.12 Million
Q1 2018

May 15, 2018
BUY
$191.42 - $217.25 $2.72 Million - $3.08 Million
14,197 Added 72.94%
33,660 $6.72 Million
Q4 2017

Feb 14, 2018
SELL
$181.06 - $199.56 $97,410 - $107,363
-538 Reduced 2.69%
19,463 $3.86 Million
Q3 2017

Nov 15, 2017
BUY
$173.99 - $183.82 $3.48 Million - $3.68 Million
20,001
20,001 $3.67 Million

Others Institutions Holding BRK-B

# of Institutions
4,314
Shares Held
851M
Call Options Held
17.1M
Put Options Held
9.31M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $592B
More about BRK-B
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