Cws Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Cws Financial Advisors, LLC

$277 Million
Q3 2024

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 1,819 shares of BRK-B stock, worth $824,370. This represents 0.3% of its overall portfolio holdings.

Number of Shares

1,819

Previous 1,838 1.03%

Holding current value

$824,370

Previous $747,000 12.05%

% of portfolio

0.3%

Previous 0.3%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$405.19 - $478.57 $7,698 - $9,092	-19 Reduced 1.03%	1,819 $837,000
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

# of Institutions

4,381

Shares Held

839M

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 $590B

More about BRK-B

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Cws Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History