Core Wealth Advisors, Inc. Berkshire Hathaway Inc Class B Transaction History

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 531 shares of BRK-B stock, worth $253,058. This represents 0.08% of its overall portfolio holdings.

Number of Shares

531

Previous 531 -0.0%

Holding current value

$253,058

Previous $216,000 12.96%

% of portfolio

0.08%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$359.29 - $420.52 $2,874 - $3,364	8 Added 1.53%	531 $223,000
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $35,161 - $38,444	106 Added 25.42%	523 $186,000
Q2 2023 Aug 14, 2023	BUY	$309.07 - $341.0 $26,270 - $28,985	85 Added 25.6%	417 $142,000
Q1 2023 Apr 27, 2023	BUY	$293.51 - $320.37 $34,047 - $37,162	116 Added 53.7%	332 $102,000
Q4 2021 Feb 14, 2022	SELL	$273.64 - $300.17 $13,682 - $15,008	-50 Reduced 18.8%	216 $65,000
Q3 2021 Nov 09, 2021	SELL	$272.66 - $291.28 $5,725 - $6,116	-21 Reduced 7.32%	266 $73,000
Q2 2021 Aug 03, 2021	SELL	$258.2 - $292.52 $536,023 - $607,271	-2,076 Reduced 87.85%	287 $80,000
Q1 2021 May 04, 2021	BUY	$227.36 - $263.99 $25,691 - $29,830	113 Added 5.02%	2,363 $604,000
Q4 2020 Feb 05, 2021	BUY	$200.7 - $233.92 $8,630 - $10,058	43 Added 1.95%	2,250 $522,000
Q3 2020 Nov 12, 2020	SELL	$177.99 - $221.68 $22,248 - $27,710	-125 Reduced 5.36%	2,207 $470,000
Q2 2020 Jul 31, 2020	BUY	$169.25 - $201.56 $157,571 - $187,652	931 Added 66.45%	2,332 $416,000
Q1 2020 Apr 29, 2020	BUY	$162.13 - $230.2 $107,330 - $152,392	662 Added 89.58%	1,401 $256,000
Q4 2019 Feb 14, 2020	BUY	$203.1 - $227.05 $150,090 - $167,789	739 New	739 $167,000

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

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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Core Wealth Advisors, Inc. Berkshire Hathaway Inc Class B Transaction History