Consilium Wealth Advisory, LLC Berkshire Hathaway Inc Class B Transaction History

Consilium Wealth Advisory, LLC

$182 Million
Q2 2024

A detailed history of Consilium Wealth Advisory, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 2,639 shares of BRK-B stock, worth $1.23 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

2,639

Previous 2,942 10.3%

Holding current value

$1.23 Million

Previous $1.24 Million 13.26%

% of portfolio

0.59%

Previous 0.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$396.73 - $420.24 $120,209 - $127,332	-303 Reduced 10.3%	2,639 $1.07 Million
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $46,707 - $54,667	130 Added 4.62%	2,942 $1.24 Million
Q4 2023 Jan 10, 2024	BUY	$331.71 - $362.68 $63,024 - $68,909	190 Added 7.25%	2,812 $1 Million
Q3 2023 Oct 10, 2023	BUY	$340.9 - $370.48 $142,155 - $154,490	417 Added 18.91%	2,622 $918,000
Q2 2023 Jul 13, 2023	BUY	$309.07 - $341.0 $95,193 - $105,028	308 Added 16.24%	2,205 $751,000
Q1 2023 Apr 13, 2023	SELL	$293.51 - $320.37 $69,268 - $75,607	-236 Reduced 11.06%	1,897 $585,000
Q4 2022 Feb 13, 2023	BUY	$264.0 - $318.6 $563,112 - $679,573	2,133 New	2,133 $658,000

Others Institutions Holding BRK-B

# of Institutions

4,253

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 $605B

More about BRK-B

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Consilium Wealth Advisory, LLC Berkshire Hathaway Inc Class B Transaction History