Capital Advisors Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History
Capital Advisors Wealth Management, LLC
- $623 Million
- Q2 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 15,908 shares of BRK-B stock, worth $7.59 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
15,908
Previous 13,317
19.46%
Holding current value
$7.59 Million
Previous $7.09 Million
8.95%
% of portfolio
1.24%
Previous 1.27%
Shares
18 transactions
Others Institutions Holding BRK-B
# of Institutions
5,002Shares Held
915MCall Options Held
18.1MPut Options Held
12M-
Vanguard Group Inc Valley Forge, PA153MShares$73.1 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY107MShares$51.2 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.2MShares$34.5 Billion1.63% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX44.3MShares$21.1 Billion2.73% of portfolio
-
Geode Capital Management, LLC Boston, MA39.9MShares$19 Billion1.4% of portfolio
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 $621B