A detailed history of Consilio Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 2,345 shares of BRK-B stock, worth $1.12 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,345
Previous 2,403 2.41%
Holding current value
$1.12 Million
Previous $977,000 10.44%
% of portfolio
0.45%
Previous 0.44%

Shares

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

Oct 07, 2024

SELL
$405.19 - $478.57 $23,501 - $27,757
-58 Reduced 2.41%
2,345 $1.08 Million
Q2 2024

Jul 12, 2024

BUY
$396.73 - $420.24 $13,092 - $13,867
33 Added 1.39%
2,403 $977,000
Q1 2024

Apr 18, 2024

BUY
$359.29 - $420.52 $71,498 - $83,683
199 Added 9.17%
2,370 $996,000
Q4 2023

Jan 11, 2024

BUY
$331.71 - $362.68 $251,436 - $274,911
758 Added 53.64%
2,171 $774,000
Q3 2023

Oct 11, 2023

BUY
$340.9 - $370.48 $49,430 - $53,719
145 Added 11.44%
1,413 $494,000
Q2 2023

Jul 13, 2023

BUY
$309.07 - $341.0 $55,632 - $61,380
180 Added 16.54%
1,268 $432,000
Q1 2023

Apr 06, 2023

BUY
$293.51 - $320.37 $37,275 - $40,686
127 Added 13.22%
1,088 $335,000
Q4 2022

Jan 25, 2023

BUY
$264.0 - $318.6 $17,424 - $21,027
66 Added 7.37%
961 $0
Q3 2022

Oct 20, 2022

BUY
$264.32 - $306.65 $236,566 - $274,451
895 New
895 $239,000

Others Institutions Holding BRK-B

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 $620B
More about BRK-B
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