Dougherty Wealth Advisers LLC Berkshire Hathaway Inc Class B Transaction History

Dougherty Wealth Advisers LLC

  • $113 Million
  • Q1 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 254 shares of BRK-B stock, worth $103,065. This represents 0.09% of its overall portfolio holdings.

Number of Shares
254
Previous 254 -0.0%
Holding current value
$103,065
Previous $90,000 17.78%
% of portfolio
0.09%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,165
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.81M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $528B
More about BRK-B
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