Canvas Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Canvas Wealth Advisors, LLC

$355 Million
Q3 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 9,991 shares of BRK-B stock, worth $4.53 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

9,991

Previous 9,694 3.06%

Holding current value

$4.53 Million

Previous $3.94 Million 16.61%

% of portfolio

1.29%

Previous 1.21%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$405.19 - $478.57 $120,341 - $142,135	297 Added 3.06%	9,991 $4.6 Million
Q2 2024 Aug 01, 2024	BUY	$396.73 - $420.24 $67,840 - $71,861	171 Added 1.8%	9,694 $3.94 Million
Q1 2024 Apr 23, 2024	SELL	$359.29 - $420.52 $93,774 - $109,755	-261 Reduced 2.67%	9,523 $4 Million
Q4 2023 Jan 17, 2024	BUY	$331.71 - $362.68 $8,624 - $9,429	26 Added 0.27%	9,784 $3.49 Million
Q3 2023 Oct 24, 2023	BUY	$340.9 - $370.48 $17,385 - $18,894	51 Added 0.53%	9,758 $3.42 Million
Q2 2023 Jul 25, 2023	SELL	$309.07 - $341.0 $46,978 - $51,832	-152 Reduced 1.54%	9,707 $3.31 Million
Q1 2023 Apr 28, 2023	SELL	$293.51 - $320.37 $336,362 - $367,144	-1,146 Reduced 10.41%	9,859 $3.04 Million
Q4 2022 Jan 23, 2023	BUY	$264.0 - $318.6 $97,416 - $117,563	369 Added 3.47%	11,005 $0
Q3 2022 Oct 28, 2022	SELL	$264.32 - $306.65 $217,271 - $252,066	-822 Reduced 7.17%	10,636 $3.07 Million
Q2 2022 Jul 25, 2022	SELL	$267.52 - $353.1 $361,419 - $477,038	-1,351 Reduced 10.55%	11,458 $3.13 Million
Q1 2022 May 09, 2022	BUY	$300.79 - $359.57 $12,933 - $15,461	43 Added 0.34%	12,809 $4.09 Million
Q4 2021 Jan 19, 2022	BUY	$273.64 - $300.17 $15,871 - $17,409	58 Added 0.46%	12,766 $3.82 Million
Q3 2021 Oct 15, 2021	BUY	$272.66 - $291.28 $22,085 - $23,593	81 Added 0.64%	12,708 $3.47 Million
Q2 2021 Aug 02, 2021	BUY	$258.2 - $292.52 $83,915 - $95,069	325 Added 2.64%	12,627 $3.51 Million
Q1 2021 Apr 26, 2021	BUY	$227.36 - $263.99 $2.8 Million - $3.25 Million	12,302 New	12,302 $3.3 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

Call Options Held

21M

Put Options Held

13M

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 $590B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Account

Canvas Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History