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

Cap Wealth Advisors, LLC

$990 Million
Q2 2025

A detailed history of Cap Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 83,205 shares of BRKB stock, worth $0. This represents 4.08% of its overall portfolio holdings.

Number of Shares

83,205

Previous 97,874 14.99%

Holding current value

Previous $52.1 Million 22.46%

% of portfolio

4.08%

Previous 5.74%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	N/A	-14,669 Reduced 14.99%	83,205 $40.4 Million
Q1 2025 Apr 30, 2025	BUY	N/A	757 Added 0.78%	97,874 $52.1 Million
Q4 2024 Jan 30, 2025	SELL	N/A	-2,869 Reduced 2.87%	97,117 $44 Million
Q3 2024 Oct 31, 2024	SELL	N/A	-1,845 Reduced 1.81%	99,986 $46 Million
Q2 2024 Aug 05, 2024	SELL	N/A	-15,967 Reduced 13.55%	101,831 $41.4 Million
Q1 2024 May 03, 2024	SELL	N/A	-1,893 Reduced 1.58%	117,798 $49.5 Million
Q4 2023 Jan 31, 2024	SELL	N/A	-5,050 Reduced 4.05%	119,691 $42.7 Million
Q3 2023 Nov 01, 2023	BUY	N/A	362 Added 0.29%	124,741 $43.7 Million
Q2 2023 Aug 07, 2023	SELL	N/A	-135 Reduced 0.11%	124,379 $42.4 Million
Q1 2023 May 02, 2023	BUY	N/A	508 Added 0.41%	124,514 $38.4 Million
Q4 2022 Feb 01, 2023	BUY	N/A	31,799 Added 34.49%	124,006 $38.3 Million
Q3 2022 Nov 02, 2022	BUY	N/A	688 Added 0.75%	92,207 $24.6 Million
Q2 2022 Aug 05, 2022	BUY	N/A	805 Added 0.89%	91,519 $25 Million
Q1 2022 May 04, 2022	SELL	N/A	-1,000 Reduced 1.09%	90,714 $32 Million
Q1 2022 May 02, 2022	BUY	N/A	826 Added 0.91%	91,714 $32.4 Million
Q4 2021 Feb 10, 2022	BUY	N/A	214 Added 0.24%	90,888 $27.2 Million
Q3 2021 Nov 09, 2021	BUY	N/A	261 Added 0.29%	90,674 $24.7 Million
Q2 2021 Aug 10, 2021	BUY	N/A	499 Added 0.55%	90,413 $25.1 Million
Q1 2021 May 03, 2021	BUY	N/A	4,941 Added 5.81%	89,914 $23 Million
Q4 2020 Feb 02, 2021	BUY	N/A	1,555 Added 1.86%	84,973 $19.7 Million
Q3 2020 Nov 12, 2020	BUY	N/A	621 Added 0.75%	83,418 $17.8 Million
Q2 2020 Aug 12, 2020	BUY	N/A	6,724 Added 8.84%	82,797 $14.8 Million
Q1 2020 May 08, 2020	BUY	N/A	23,155 Added 43.76%	76,073 $13.9 Million
Q1 2020 May 08, 2020	SELL	N/A	-18,832 Reduced 26.25%	52,918 $9.67 Million
Q4 2019 Feb 06, 2020	BUY	N/A	1,172 Added 1.66%	71,750 $16.3 Million
Q3 2019 Oct 29, 2019	BUY	N/A	17,660 Added 33.37%	70,578 $14.7 Million
Q2 2019 Aug 13, 2019	BUY	N/A	2,269 Added 4.48%	52,918 $11.3 Million
Q1 2019 May 15, 2019	BUY	N/A	1,885 Added 3.87%	50,649 $10.2 Million
Q4 2018 Feb 15, 2019	BUY	N/A	12,073 Added 32.9%	48,764 $9.96 Million
Q3 2018 Nov 14, 2018	BUY	N/A	2,179 Added 6.31%	36,691 $7.86 Million
Q2 2018 Aug 15, 2018	BUY	N/A	23,969 Added 227.35%	34,512 $6.44 Million
Q1 2018 May 14, 2018	SELL	N/A	-86 Reduced 0.81%	10,543 $2.1 Million
Q4 2017 Feb 15, 2018	SELL	N/A	-50 Reduced 0.47%	10,629 $2.11 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-90 Reduced 0.84%	10,679 $1.96 Million
Q2 2017 Aug 14, 2017	BUY	N/A	10,769	10,769 $1.82 Million

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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