A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 1,408 shares of BRK-B stock, worth $680,176. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,408
Previous 1,408 -0.0%
Holding current value
$680,176
Previous $572,000 13.29%
% of portfolio
0.25%
Previous 0.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024

SELL
$331.71 - $362.68 $21,561 - $23,574
-65 Reduced 4.41%
1,408 $502,000
Q4 2022

Feb 10, 2023

SELL
$264.0 - $318.6 $1,320 - $1,593
-5 Reduced 0.34%
1,473 $455,000
Q3 2022

Oct 26, 2022

BUY
$264.32 - $306.65 $18,502 - $21,465
70 Added 4.97%
1,478 $395,000
Q2 2022

Jul 22, 2022

SELL
$267.52 - $353.1 $67,950 - $89,687
-254 Reduced 15.28%
1,408 $384,000
Q1 2022

May 02, 2022

BUY
$300.79 - $359.57 $46,321 - $55,373
154 Added 10.21%
1,662 $587,000
Q4 2021

Feb 10, 2022

BUY
$273.64 - $300.17 $41,046 - $45,025
150 Added 11.05%
1,508 $487,000
Q3 2020

Oct 23, 2020

SELL
$177.99 - $221.68 $119,075 - $148,303
-669 Reduced 33.0%
1,358 $286,000
Q4 2018

Feb 07, 2019

BUY
$187.76 - $223.76 $380,589 - $453,561
2,027 New
2,027 $414,000

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 $629B
More about BRK-B
Track This Portfolio

Track Bell & Brown Wealth Advisors, LLC Portfolio

Follow Bell & Brown Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bell & Brown Wealth Advisors, LLC with notifications on news.