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 $6.07 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
13,334
Previous 9,381 42.14%
Holding current value
$6.07 Million
Previous $2.9 Million 56.98%
% of portfolio
0.52%
Previous 0.36%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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