A detailed history of Cws Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 1,838 shares of BRK-B stock, worth $832,540. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,838
Previous 1,665 10.39%
Holding current value
$832,540
Previous $700,000 6.71%
% of portfolio
0.3%
Previous 0.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$396.73 - $420.24 $68,634 - $72,701
173 Added 10.39%
1,838 $747,000
Q1 2024

May 01, 2024

SELL
$359.29 - $420.52 $303,959 - $355,759
-846 Reduced 33.69%
1,665 $700,000
Q4 2023

Feb 08, 2024

SELL
$331.71 - $362.68 $66,342 - $72,536
-200 Reduced 7.38%
2,511 $895,000
Q2 2023

Aug 14, 2023

SELL
$309.07 - $341.0 $26,580 - $29,326
-86 Reduced 3.07%
2,711 $924,000
Q1 2023

May 09, 2023

BUY
$293.51 - $320.37 $1,467 - $1,601
5 Added 0.18%
2,797 $863,000
Q4 2022

Feb 10, 2023

SELL
$264.0 - $318.6 $11,616 - $14,018
-44 Reduced 1.55%
2,792 $862,000
Q1 2022

May 03, 2022

SELL
$300.79 - $359.57 $15,039 - $17,978
-50 Reduced 1.73%
2,836 $1 Million
Q4 2021

Feb 15, 2022

BUY
$273.64 - $300.17 $25,722 - $28,215
94 Added 3.37%
2,886 $863,000
Q1 2021

May 13, 2021

BUY
$227.36 - $263.99 $170,520 - $197,992
750 Added 36.73%
2,792 $713,000
Q2 2020

Aug 11, 2020

BUY
$169.25 - $201.56 $139,800 - $166,488
826 Added 67.93%
2,042 $365,000
Q4 2019

Feb 14, 2020

BUY
$203.1 - $227.05 $246,969 - $276,092
1,216 New
1,216 $275,000

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 $589B
More about BRK-B
Track This Portfolio

Track Cws Financial Advisors, LLC Portfolio

Follow Cws Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cws Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cws Financial Advisors, LLC with notifications on news.