Dougherty Wealth Advisers LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Dougherty Wealth Advisers LLC

  • $128 Million
  • Q4 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 242 shares of BRKB stock, worth $0. This represents 0.08% of its overall portfolio holdings.

Number of Shares
242
Previous 248 2.42%
Holding current value
$0
Previous $114,000 4.39%
% of portfolio
0.08%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
N/A
-6 Reduced 2.42%
242 $109,000
Q3 2024

Oct 30, 2024
SELL
N/A
-6 Reduced 2.36%
248 $114,000
Q4 2023

Jan 22, 2024
SELL
N/A
-128 Reduced 33.51%
254 $90,000
Q4 2022

Jan 19, 2023
SELL
N/A
-48 Reduced 11.16%
382 $0
Q3 2022

Oct 13, 2022
BUY
N/A
430 New
430 $115,000
Q3 2019

Nov 12, 2019
SELL
N/A
-529 Closed
0 $0
Q2 2019

Aug 07, 2019
BUY
N/A
500 Added 1724.14%
529 $113,000
Q4 2018

Feb 11, 2019
BUY
N/A
29 New
29 $6,000

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers 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 Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email