Capital Advisors Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Capital Advisors Wealth Management, LLC

  • $560 Million
  • Q1 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 13,317 shares of BRKB stock, worth $0. This represents 1.27% of its overall portfolio holdings.

Number of Shares
13,317
Previous 13,652 2.45%
Holding current value
$0
Previous $6.19 Million 14.61%
% of portfolio
1.27%
Previous 1.11%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
N/A
-335 Reduced 2.45%
13,317 $7.09 Million
Q4 2024

Jan 14, 2025
BUY
N/A
108 Added 0.8%
13,652 $6.19 Million
Q3 2024

Oct 15, 2024
BUY
N/A
262 Added 1.97%
13,544 $6.23 Million
Q2 2024

Jul 16, 2024
BUY
N/A
583 Added 4.59%
13,282 $5.4 Million
Q1 2024

Apr 12, 2024
BUY
N/A
394 Added 3.2%
12,699 $5.34 Million
Q4 2023

Jan 08, 2024
BUY
N/A
306 Added 2.55%
12,305 $4.39 Million
Q3 2023

Oct 10, 2023
BUY
N/A
154 Added 1.3%
11,999 $4.2 Million
Q2 2023

Jul 11, 2023
BUY
N/A
239 Added 2.06%
11,845 $4.04 Million
Q1 2023

Apr 14, 2023
BUY
N/A
748 Added 6.89%
11,606 $3.58 Million
Q4 2022

Feb 09, 2023
BUY
N/A
302 Added 2.86%
10,858 $3.35 Million
Q3 2022

Nov 14, 2022
BUY
N/A
513 Added 5.11%
10,556 $2.82 Million
Q2 2022

Aug 04, 2022
BUY
N/A
1,273 Added 14.52%
10,043 $2.74 Million
Q1 2022

May 09, 2022
BUY
N/A
376 Added 4.48%
8,770 $3.1 Million
Q4 2021

Feb 04, 2022
BUY
N/A
470 Added 5.93%
8,394 $2.51 Million
Q3 2021

Nov 12, 2021
BUY
N/A
693 Added 9.58%
7,924 $2.16 Million
Q2 2021

Aug 13, 2021
BUY
N/A
1,521 Added 26.64%
7,231 $2.01 Million
Q1 2021

Apr 20, 2021
BUY
N/A
5,710 New
5,710 $1.46 Million

Others Institutions Holding BRKB

# of Institutions
86
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
Track This Portfolio

Track Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email