A detailed history of Davies Financial Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 1,007 shares of BRK-B stock, worth $456,372. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,007
Previous 1,029 2.14%
Holding current value
$456,372
Previous $419 Million 10.72%
% of portfolio
0.4%
Previous 0.39%

Shares

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

Oct 09, 2024

SELL
$405.19 - $478.57 $8,914 - $10,528
-22 Reduced 2.14%
1,007 $463 Million
Q2 2024

Jul 30, 2024

BUY
$396.73 - $420.24 $81,726 - $86,569
206 Added 25.03%
1,029 $419 Million
Q1 2024

Apr 25, 2024

BUY
$359.29 - $420.52 $295,695 - $346,087
823 New
823 $346 Million

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 $590B
More about BRK-B
Track This Portfolio

Track Davies Financial Advisors, Inc. Portfolio

Follow Davies Financial Advisors, Inc. 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 Davies Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Davies Financial Advisors, Inc. with notifications on news.