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

Carolina Wealth Advisors, LLC

$197 Million
Q2 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 1,580 shares of BRK-B stock, worth $715,676. This represents 0.33% of its overall portfolio holdings.

Number of Shares

1,580

Previous 1,580 -0.0%

Holding current value

$715,676

Previous $664,000 3.31%

% of portfolio

0.33%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,262

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $589B

More about BRK-B

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