Benchmark Financial Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Benchmark Financial Wealth Advisors, LLC

$300 Million
Q2 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 2,131 shares of BRK-B stock, worth $1.07 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

2,131

Previous 1,926 10.64%

Holding current value

$1.07 Million

Previous $1.03 Million 0.98%

% of portfolio

0.34%

Previous 0.39%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$483.48 - $539.8 $99,113 - $110,658	205 Added 10.64%	2,131 $1.04 Million
Q1 2025 Apr 25, 2025	BUY	$442.66 - $534.52 $64,628 - $78,039	146 Added 8.2%	1,926 $1.03 Million
Q3 2024 Oct 30, 2024	BUY	$405.19 - $478.57 $106,970 - $126,342	264 Added 17.41%	1,780 $819,000
Q2 2024 Jul 23, 2024	SELL	$396.73 - $420.24 $20,629 - $21,852	-52 Reduced 3.32%	1,516 $616,000
Q1 2024 Apr 22, 2024	BUY	$359.29 - $420.52 $30,898 - $36,164	86 Added 5.8%	1,568 $659,000
Q4 2023 Jan 23, 2024	BUY	$331.71 - $362.68 $17,248 - $18,859	52 Added 3.64%	1,482 $528,000
Q3 2023 Oct 13, 2023	SELL	$340.9 - $370.48 $6,136 - $6,668	-18 Reduced 1.24%	1,430 $500,000
Q2 2023 Jul 25, 2023	BUY	$309.07 - $341.0 $10,817 - $11,935	35 Added 2.48%	1,448 $493,000
Q1 2023 Apr 28, 2023	BUY	$293.51 - $320.37 $4,989 - $5,446	17 Added 1.22%	1,413 $436,000
Q4 2022 Jan 23, 2023	BUY	$264.0 - $318.6 $21,120 - $25,488	80 Added 6.08%	1,396 $0
Q3 2022 Nov 01, 2022	BUY	$264.32 - $306.65 $67,137 - $77,889	254 Added 23.92%	1,316 $351,000
Q2 2022 Jul 22, 2022	BUY	$267.52 - $353.1 $18,726 - $24,717	70 Added 7.06%	1,062 $290,000
Q1 2022 Apr 22, 2022	BUY	$300.79 - $359.57 $4,812 - $5,753	16 Added 1.64%	992 $350,000
Q4 2021 Jan 26, 2022	BUY	$273.64 - $300.17 $10,945 - $12,006	40 Added 4.27%	976 $292,000
Q3 2021 Oct 26, 2021	BUY	$272.66 - $291.28 $10,633 - $11,359	39 Added 4.35%	936 $255,000
Q2 2021 Jul 26, 2021	BUY	$258.2 - $292.52 $21,172 - $23,986	82 Added 10.06%	897 $249,000
Q1 2021 Apr 26, 2021	BUY	$227.36 - $263.99 $185,298 - $215,151	815 New	815 $208,000

Others Institutions Holding BRK-B

# of Institutions

5,057

Shares Held

926M

Call Options Held

17.4M

Put Options Held

13.1M

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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Benchmark Financial Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History