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

Avidian Wealth Solutions, LLC

$2.33 Billion
Q2 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 14,691 shares of BRK-B stock, worth $6.68 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

14,691

Previous 12,985 13.14%

Holding current value

$6.68 Million

Previous $5.46 Million 9.45%

% of portfolio

0.26%

Previous 0.28%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

View Full List

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 $592B

More about BRK-B

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