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

Carolina Wealth Advisors, LLC

  • $189 Million
  • Q3 2024

A detailed history of Carolina Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 1,502 shares of BRK-B stock, worth $706,360. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,502
Previous 1,580 4.94%
Holding current value
$706,360
Previous $642,000 7.63%
% of portfolio
0.36%
Previous 0.33%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$405.19 - $478.57 $31,604 - $37,328
-78 Reduced 4.94%
1,502 $691,000
Q2 2021

Jul 22, 2021
SELL
$258.2 - $292.52 $20,397 - $23,109
-79 Reduced 4.76%
1,580 $439,000
Q1 2021

Apr 09, 2021
BUY
$227.36 - $263.99 $17,961 - $20,855
79 Added 5.0%
1,659 $424,000
Q4 2020

Jan 29, 2021
BUY
$200.7 - $233.92 $85,698 - $99,883
427 Added 37.03%
1,580 $366,000
Q3 2020

Oct 19, 2020
SELL
$177.99 - $221.68 $38,267 - $47,661
-215 Reduced 15.72%
1,153 $246,000
Q2 2020

Jul 31, 2020
BUY
$169.25 - $201.56 $19,971 - $23,784
118 Added 9.44%
1,368 $244,000
Q1 2020

Apr 09, 2020
BUY
$162.13 - $230.2 $24,319 - $34,530
150 Added 13.64%
1,250 $229,000
Q4 2019

Feb 07, 2020
BUY
$203.1 - $227.05 $223,410 - $249,755
1,100 New
1,100 $249,000

Others Institutions Holding BRK-B

# of Institutions
4,377
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $612B
More about BRK-B
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