Benchmark Financial Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $300 Million
  • Q2 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 2,131 shares of BRKB stock, worth $0. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,131
Previous 1,926 10.64%
Holding current value
$0
Previous $1.03 Million 0.98%
% of portfolio
0.34%
Previous 0.39%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
205 Added 10.64%
2,131 $1.04 Million
Q1 2025

Apr 25, 2025
BUY
N/A
146 Added 8.2%
1,926 $1.03 Million
Q3 2024

Oct 30, 2024
BUY
N/A
264 Added 17.41%
1,780 $819,000
Q2 2024

Jul 23, 2024
SELL
N/A
-52 Reduced 3.32%
1,516 $616,000
Q1 2024

Apr 22, 2024
BUY
N/A
86 Added 5.8%
1,568 $659,000
Q4 2023

Jan 23, 2024
BUY
N/A
52 Added 3.64%
1,482 $528,000
Q3 2023

Oct 13, 2023
SELL
N/A
-18 Reduced 1.24%
1,430 $500,000
Q2 2023

Jul 25, 2023
BUY
N/A
35 Added 2.48%
1,448 $493,000
Q1 2023

Apr 28, 2023
BUY
N/A
17 Added 1.22%
1,413 $436,000
Q4 2022

Jan 23, 2023
BUY
N/A
80 Added 6.08%
1,396 $0
Q3 2022

Nov 01, 2022
BUY
N/A
254 Added 23.92%
1,316 $351,000
Q2 2022

Jul 22, 2022
BUY
N/A
70 Added 7.06%
1,062 $290,000
Q1 2022

Apr 22, 2022
BUY
N/A
16 Added 1.64%
992 $350,000
Q4 2021

Jan 26, 2022
BUY
N/A
40 Added 4.27%
976 $292,000
Q3 2021

Oct 26, 2021
BUY
N/A
39 Added 4.35%
936 $255,000
Q2 2021

Jul 26, 2021
BUY
N/A
82 Added 10.06%
897 $249,000
Q1 2021

Apr 26, 2021
BUY
N/A
815 New
815 $208,000

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
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