Bdo Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 13,334 shares of BRK-B stock, worth $6.66 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

13,334

Previous 9,381 42.14%

Holding current value

$6.66 Million

Previous $2.9 Million 56.98%

% of portfolio

0.52%

Previous 0.36%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$309.07 - $341.0 $1.22 Million - $1.35 Million	3,953 Added 42.14%	13,334 $4.55 Million
Q1 2023 May 09, 2023	SELL	$293.51 - $320.37 $56,940 - $62,151	-194 Reduced 2.03%	9,381 $2.9 Million
Q4 2022 Jan 27, 2023	BUY	$264.0 - $318.6 $25,080 - $30,267	95 Added 1.0%	9,575 $0
Q3 2022 Nov 02, 2022	BUY	$264.32 - $306.65 $23,524 - $27,291	89 Added 0.95%	9,480 $2.53 Million
Q2 2022 Aug 25, 2022	BUY	$267.52 - $353.1 $145,798 - $192,439	545 Added 6.16%	9,391 $2.56 Million
Q1 2022 May 06, 2022	SELL	$300.79 - $359.57 $117,308 - $140,232	-390 Reduced 4.22%	8,846 $3.12 Million
Q4 2021 Feb 11, 2022	BUY	$273.64 - $300.17 $160,353 - $175,899	586 Added 6.77%	9,236 $2.76 Million
Q3 2021 Nov 09, 2021	BUY	$272.66 - $291.28 $29,174 - $31,166	107 Added 1.25%	8,650 $2.36 Million
Q2 2021 Sep 03, 2021	BUY	$258.2 - $292.52 $82,624 - $93,606	320 Added 3.89%	8,543 $2.37 Million
Q1 2021 May 14, 2021	BUY	$227.36 - $263.99 $1.06 Million - $1.23 Million	4,658 Added 130.66%	8,223 $2.1 Million
Q4 2020 Feb 12, 2021	BUY	$200.7 - $233.92 $11,038 - $12,865	55 Added 1.57%	3,565 $827,000
Q3 2020 Nov 12, 2020	SELL	$177.99 - $221.68 $58,024 - $72,267	-326 Reduced 8.5%	3,510 $747,000
Q2 2020 Aug 14, 2020	SELL	$169.25 - $201.56 $16,586 - $19,752	-98 Reduced 2.49%	3,836 $685,000
Q1 2020 May 15, 2020	BUY	$162.13 - $230.2 $347,282 - $493,088	2,142 Added 119.53%	3,934 $719,000
Q4 2019 Feb 14, 2020	SELL	$203.1 - $227.05 $184,617 - $206,388	-909 Reduced 33.65%	1,792 $406,000
Q3 2019 Nov 12, 2019	SELL	$195.81 - $215.25 $32,896 - $36,162	-168 Reduced 5.86%	2,701 $562,000
Q2 2019 Aug 09, 2019	SELL	$197.42 - $218.6 $399,775 - $442,665	-2,025 Reduced 41.38%	2,869 $612,000
Q1 2019 May 15, 2019	BUY	$191.66 - $209.19 $170,385 - $185,969	889 Added 22.2%	4,894 $983,000
Q4 2018 Feb 14, 2019	SELL	$187.76 - $223.76 $9,388 - $11,188	-50 Reduced 1.23%	4,005 $818,000
Q3 2018 Nov 07, 2018	SELL	$186.02 - $221.68 $108,449 - $129,239	-583 Reduced 12.57%	4,055 $868,000
Q2 2018 Aug 27, 2018	BUY	$184.91 - $201.2 $130,546 - $142,047	706 Added 17.96%	4,638 $866,000
Q1 2018 May 23, 2018	BUY	$191.42 - $217.25 $258,034 - $292,853	1,348 Added 52.17%	3,932 $784,000
Q3 2017 Nov 08, 2017	BUY	$173.99 - $183.82 $449,590 - $474,990	2,584	2,584 $474,000

Others Institutions Holding BRK-B

# of Institutions

4,783

Shares Held

864M

Call Options Held

21.4M

Put Options Held

13M

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 $650B

More about BRK-B

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Bdo Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History