Bell & Brown Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Bell & Brown Wealth Advisors, LLC

  • $278 Million
  • Q2 2025

A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 1,450 shares of BRKB stock, worth $0. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,450
Previous 1,450 -0.0%
Holding current value
$0
Previous $772,000 8.81%
% of portfolio
0.25%
Previous 0.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
N/A
-28 Reduced 1.89%
1,450 $772,000
Q4 2024

May 07, 2025
BUY
N/A
70 Added 4.97%
1,478 $669,000
Q4 2023

Feb 12, 2024
SELL
N/A
-65 Reduced 4.41%
1,408 $502,000
Q4 2022

Feb 10, 2023
SELL
N/A
-5 Reduced 0.34%
1,473 $455,000
Q3 2022

Oct 26, 2022
BUY
N/A
70 Added 4.97%
1,478 $395,000
Q2 2022

Jul 22, 2022
SELL
N/A
-254 Reduced 15.28%
1,408 $384,000
Q1 2022

May 02, 2022
BUY
N/A
154 Added 10.21%
1,662 $587,000
Q4 2021

Feb 10, 2022
BUY
N/A
150 Added 11.05%
1,508 $487,000
Q3 2020

Oct 23, 2020
SELL
N/A
-669 Reduced 33.0%
1,358 $286,000
Q4 2018

Feb 07, 2019
BUY
N/A
2,027 New
2,027 $414,000

Others Institutions Holding BRKB

# of Institutions
85
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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.

Choose your preferred platform and Sign Up 👇 Telegram Email