Dougherty Wealth Advisers LLC Berkshire Hathaway Inc Class B Transaction History

Dougherty Wealth Advisers LLC

$125 Million
Q3 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 248 shares of BRK-B stock, worth $113,747. This represents 0.09% of its overall portfolio holdings.

Number of Shares

248

Previous 254 2.36%

Holding current value

$113,747

Previous $103,000 10.68%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$405.19 - $478.57 $2,431 - $2,871	-6 Reduced 2.36%	248 $114,000
Q4 2023 Jan 22, 2024	SELL	$331.71 - $362.68 $42,458 - $46,423	-128 Reduced 33.51%	254 $90,000
Q4 2022 Jan 19, 2023	SELL	$264.0 - $318.6 $12,672 - $15,292	-48 Reduced 11.16%	382 $0
Q3 2022 Oct 13, 2022	BUY	$264.32 - $306.65 $113,657 - $131,859	430 New	430 $115,000
Q3 2019 Nov 12, 2019	SELL	$195.81 - $215.25 $103,583 - $113,867	-529 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$197.42 - $218.6 $98,710 - $109,300	500 Added 1724.14%	529 $113,000
Q4 2018 Feb 11, 2019	BUY	$187.76 - $223.76 $5,445 - $6,489	29 New	29 $6,000

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 $597B

More about BRK-B

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Dougherty Wealth Advisers LLC Berkshire Hathaway Inc Class B Transaction History