Elevate Wealth Advisory, Inc Berkshire Hathaway Inc Class B Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q2 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 4,452 shares of BRK-B stock, worth $2.12 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

4,452

Previous 5,084 12.43%

Holding current value

$2.12 Million

Previous $2.71 Billion 20.13%

% of portfolio

1.54%

Previous 1.92%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$483.48 - $539.8 $305,559 - $341,153	-632 Reduced 12.43%	4,452 $2.16 Billion
Q1 2025 May 14, 2025	BUY	$442.66 - $534.52 $450,627 - $544,141	1,018 Added 25.04%	5,084 $2.71 Billion
Q4 2024 Feb 11, 2025	BUY	$442.29 - $483.08 $351,620 - $384,048	795 Added 24.3%	4,066 $1.84 Billion
Q1 2024 May 02, 2024	SELL	$359.29 - $420.52 $359 - $420	-1 Reduced 0.03%	3,271 $1.38 Billion
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $1.09 Million - $1.19 Million	3,272 New	3,272 $1.17 Billion

Others Institutions Holding BRK-B

# of Institutions

5,002

Shares Held

915M

Call Options Held

18.1M

Put Options Held

12M

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 $621B

More about BRK-B

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Elevate Wealth Advisory, Inc Berkshire Hathaway Inc Class B Transaction History