A detailed history of Avaii Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 11,165 shares of BRK-B stock, worth $5.27 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
11,165
Previous 10,430 7.05%
Holding current value
$5.27 Million
Previous $4.24 Million 21.12%
% of portfolio
2.89%
Previous 2.38%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$405.19 - $478.57 $297,814 - $351,748
735 Added 7.05%
11,165 $5.14 Million
Q2 2024

Jul 31, 2024

BUY
$396.73 - $420.24 $762,118 - $807,281
1,921 Added 22.58%
10,430 $4.24 Million
Q1 2024

Apr 29, 2024

BUY
$359.29 - $420.52 $2.7 Million - $3.16 Million
7,520 Added 760.36%
8,509 $3.58 Million
Q4 2023

Feb 05, 2024

SELL
$331.71 - $362.68 $15,590 - $17,045
-47 Reduced 4.54%
989 $352,000
Q3 2023

Oct 24, 2023

BUY
$340.9 - $370.48 $3,749 - $4,075
11 Added 1.07%
1,036 $362,000
Q2 2023

Jul 31, 2023

BUY
$309.07 - $341.0 $59,032 - $65,131
191 Added 22.9%
1,025 $349,000
Q1 2023

Apr 10, 2023

BUY
$293.51 - $320.37 $20,252 - $22,105
69 Added 9.02%
834 $257,000
Q4 2022

Jan 25, 2023

BUY
$264.0 - $318.6 $201,960 - $243,729
765 New
765 $0

Others Institutions Holding BRK-B

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 $614B
More about BRK-B
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