A detailed history of Avantra Family Wealth, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 2,552 shares of BRK-B stock, worth $1.19 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
2,552
Previous 2,468 3.4%
Holding current value
$1.19 Million
Previous $1.31 Billion 5.68%
% of portfolio
1.02%
Previous 1.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

BUY
$483.48 - $539.8 $40,612 - $45,343
84 Added 3.4%
2,552 $1.24 Billion
Q1 2025

Apr 22, 2025

SELL
$442.66 - $534.52 $54,447 - $65,745
-123 Reduced 4.75%
2,468 $1.31 Billion
Q4 2024

Jan 24, 2025

BUY
$442.29 - $483.08 $1.15 Million - $1.25 Million
2,591 New
2,591 $1.17 Billion

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 $606B
More about BRK-B
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