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 $6.08 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

13,334

Previous 9,381 42.14%

Holding current value

$6.08 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

4,380

Shares Held

841M

Call Options Held

21M

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 $593B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Account

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