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%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$483.48 - $539.8 $1.25 Million - $1.4 Million	2,591 Added 19.46%	15,908 $7.73 Million
Q1 2025 Apr 24, 2025	SELL	$442.66 - $534.52 $148,291 - $179,064	-335 Reduced 2.45%	13,317 $7.09 Million
Q4 2024 Jan 14, 2025	BUY	$442.29 - $483.08 $47,767 - $52,172	108 Added 0.8%	13,652 $6.19 Million
Q3 2024 Oct 15, 2024	BUY	$405.19 - $478.57 $106,159 - $125,385	262 Added 1.97%	13,544 $6.23 Million
Q2 2024 Jul 16, 2024	BUY	$396.73 - $420.24 $231,293 - $244,999	583 Added 4.59%	13,282 $5.4 Million
Q1 2024 Apr 12, 2024	BUY	$359.29 - $420.52 $141,560 - $165,684	394 Added 3.2%	12,699 $5.34 Million
Q4 2023 Jan 08, 2024	BUY	$331.71 - $362.68 $101,503 - $110,980	306 Added 2.55%	12,305 $4.39 Million
Q3 2023 Oct 10, 2023	BUY	$340.9 - $370.48 $52,498 - $57,053	154 Added 1.3%	11,999 $4.2 Million
Q2 2023 Jul 11, 2023	BUY	$309.07 - $341.0 $73,867 - $81,499	239 Added 2.06%	11,845 $4.04 Million
Q1 2023 Apr 14, 2023	BUY	$293.51 - $320.37 $219,545 - $239,636	748 Added 6.89%	11,606 $3.58 Million
Q4 2022 Feb 09, 2023	BUY	$264.0 - $318.6 $79,728 - $96,217	302 Added 2.86%	10,858 $3.35 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $135,596 - $157,311	513 Added 5.11%	10,556 $2.82 Million
Q2 2022 Aug 04, 2022	BUY	$267.52 - $353.1 $340,552 - $449,496	1,273 Added 14.52%	10,043 $2.74 Million
Q1 2022 May 09, 2022	BUY	$300.79 - $359.57 $113,097 - $135,198	376 Added 4.48%	8,770 $3.1 Million
Q4 2021 Feb 04, 2022	BUY	$273.64 - $300.17 $128,610 - $141,079	470 Added 5.93%	8,394 $2.51 Million
Q3 2021 Nov 12, 2021	BUY	$272.66 - $291.28 $188,953 - $201,857	693 Added 9.58%	7,924 $2.16 Million
Q2 2021 Aug 13, 2021	BUY	$258.2 - $292.52 $392,722 - $444,922	1,521 Added 26.64%	7,231 $2.01 Million
Q1 2021 Apr 20, 2021	BUY	$227.36 - $263.99 $1.3 Million - $1.51 Million	5,710 New	5,710 $1.46 Million

Others Institutions Holding BRK-B

# of Institutions

5,038

Shares Held

925M

Call Options Held

18.2M

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 $621B

More about BRK-B

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Capital Advisors Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History