Avondale Wealth Management Berkshire Hathaway Inc Class B Transaction History

Avondale Wealth Management

$144 Million
Q2 2024

A detailed history of Avondale Wealth Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Avondale Wealth Management holds 1,100 shares of BRK-B stock, worth $482,141. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,100

Previous 825 33.33%

Holding current value

$482,141

Previous $346,000 29.19%

% of portfolio

0.31%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$396.73 - $420.24 $109,100 - $115,566	275 Added 33.33%	1,100 $447,000
Q1 2024 Apr 02, 2024	BUY	$359.29 - $420.52 $71,858 - $84,104	200 Added 32.0%	825 $346,000
Q3 2023 Oct 10, 2023	SELL	$340.9 - $370.48 $51,135 - $55,572	-150 Reduced 19.35%	625 $218,000
Q2 2023 Jul 06, 2023	SELL	$309.07 - $341.0 $15,453 - $17,050	-50 Reduced 6.06%	775 $264,000
Q1 2023 Apr 05, 2023	SELL	$293.51 - $320.37 $36,688 - $40,046	-125 Reduced 13.16%	825 $254,000

Q4 2022 Jan 06, 2023	BUY	$264.0 - $318.6 $26,400 - $31,860	100 Added 11.76%	950 $0
Q3 2022 Oct 07, 2022	SELL	$264.32 - $306.65 $112,336 - $130,326	-425 Reduced 33.33%	850 $227,000
Q2 2022 Jul 11, 2022	BUY	$267.52 - $353.1 $86,944 - $114,757	325 Added 34.21%	1,275 $348,000
Q1 2022 Apr 12, 2022	BUY	$300.79 - $359.57 $45,118 - $53,935	150 Added 18.75%	950 $335,000
Q4 2021 Jan 11, 2022	BUY	$273.64 - $300.17 $68,410 - $75,042	250 Added 45.45%	800 $239,000
Q2 2021 Jul 13, 2021	BUY	$258.2 - $292.52 $51,640 - $58,504	200 Added 57.14%	550 $153,000
Q1 2021 Apr 27, 2021	BUY	$227.36 - $263.99 $45,472 - $52,798	200 Added 133.33%	350 $89,000
Q3 2020 Oct 15, 2020	BUY	$177.99 - $221.68 $26,698 - $33,252	150 New	150 $32,000

Others Institutions Holding BRK-B

# of Institutions

4,186

Shares Held

821M

Call Options Held

18.5M

Put Options Held

9.78M

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 $570B

More about BRK-B

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Avondale Wealth Management Berkshire Hathaway Inc Class B Transaction History