Avidian Wealth Solutions, LLC Berkshire Hathaway Inc Class B Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 14,415 shares of BRK-B stock, worth $6.9 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
14,415
Previous 14,691 1.88%
Holding current value
$6.9 Million
Previous $5.98 Million 11.01%
% of portfolio
0.31%
Previous 0.26%

Shares

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

Oct 30, 2024
SELL
$405.19 - $478.57 $111,832 - $132,085
-276 Reduced 1.88%
14,415 $6.63 Million
Q2 2024

Aug 06, 2024
BUY
$396.73 - $420.24 $676,821 - $716,929
1,706 Added 13.14%
14,691 $5.98 Million
Q1 2024

May 03, 2024
BUY
$359.29 - $420.52 $317,612 - $371,739
884 Added 7.31%
12,985 $5.46 Million
Q4 2023

Feb 06, 2024
SELL
$331.71 - $362.68 $25,873 - $28,289
-78 Reduced 0.64%
12,101 $4.32 Million
Q3 2023

Oct 13, 2023
SELL
$340.9 - $370.48 $749,298 - $814,315
-2,198 Reduced 15.29%
12,179 $4.27 Million
Q2 2023

Aug 03, 2023
SELL
$309.07 - $341.0 $1.68 Million - $1.86 Million
-5,448 Reduced 27.48%
14,377 $4.9 Million
Q1 2023

May 08, 2023
BUY
$293.51 - $320.37 $307,598 - $335,747
1,048 Added 5.58%
19,825 $6.12 Million
Q4 2022

Feb 06, 2023
BUY
$264.0 - $318.6 $492,096 - $593,870
1,864 Added 11.02%
18,777 $5.8 Million
Q3 2022

Nov 03, 2022
BUY
$264.32 - $306.65 $925,384 - $1.07 Million
3,501 Added 26.1%
16,913 $4.52 Million
Q2 2022

Jul 29, 2022
BUY
$267.52 - $353.1 $25,949 - $34,250
97 Added 0.73%
13,412 $3.66 Million
Q1 2022

May 10, 2022
BUY
$300.79 - $359.57 $512,546 - $612,707
1,704 Added 14.68%
13,315 $4.7 Million
Q4 2021

Feb 14, 2022
SELL
$273.64 - $300.17 $138,735 - $152,186
-507 Reduced 4.18%
11,611 $3.47 Million
Q3 2021

Nov 10, 2021
BUY
$272.66 - $291.28 $201,223 - $214,964
738 Added 6.49%
12,118 $3.31 Million
Q2 2021

Aug 09, 2021
BUY
$258.2 - $292.52 $467,600 - $529,753
1,811 Added 18.93%
11,380 $3.16 Million
Q1 2021

May 05, 2021
SELL
$227.36 - $263.99 $67,753 - $78,669
-298 Reduced 3.02%
9,569 $2.45 Million
Q4 2020

Feb 09, 2021
BUY
$200.7 - $233.92 $721,115 - $840,474
3,593 Added 57.27%
9,867 $2.29 Million
Q3 2020

Nov 06, 2020
BUY
$177.99 - $221.68 $32,394 - $40,345
182 Added 2.99%
6,274 $1.34 Million
Q2 2020

Aug 10, 2020
BUY
$169.25 - $201.56 $97,149 - $115,695
574 Added 10.4%
6,092 $1.09 Million
Q1 2020

Apr 22, 2020
BUY
$162.13 - $230.2 $347,606 - $493,548
2,144 Added 63.54%
5,518 $1.01 Million
Q4 2019

Feb 13, 2020
BUY
$203.1 - $227.05 $27,621 - $30,878
136 Added 4.2%
3,374 $764,000
Q3 2019

Nov 14, 2019
BUY
$195.81 - $215.25 $29,958 - $32,933
153 Added 4.96%
3,238 $674,000
Q2 2019

Aug 14, 2019
BUY
$197.42 - $218.6 $12,634 - $13,990
64 Added 2.12%
3,085 $658,000
Q1 2019

May 15, 2019
BUY
$191.66 - $209.19 $78,388 - $85,558
409 Added 15.66%
3,021 $607,000
Q4 2018

Feb 14, 2019
BUY
$187.76 - $223.76 $51,634 - $61,534
275 Added 11.77%
2,612 $533,000
Q3 2018

Nov 14, 2018
SELL
$186.02 - $221.68 $77,198 - $91,997
-415 Reduced 15.08%
2,337 $500,000
Q2 2018

Aug 14, 2018
BUY
$184.91 - $201.2 $5,547 - $6,036
30 Added 1.1%
2,752 $514,000
Q1 2018

May 15, 2018
BUY
$191.42 - $217.25 $233,532 - $265,045
1,220 Added 81.23%
2,722 $543,000
Q4 2017

Feb 14, 2018
BUY
$181.06 - $199.56 $4,526 - $4,989
25 Added 1.69%
1,502 $298,000
Q2 2017

Aug 14, 2017
BUY
N/A
1,477
1,477 $250,000

Others Institutions Holding BRK-B

# of Institutions
4,377
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
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 $623B
More about BRK-B
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