Elwood & Goetz Wealth Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$458 Million
Q2 2025

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 5,415 shares of BRK-B stock, worth $2.52 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

5,415

Previous 5,423 0.15%

Holding current value

$2.52 Million

Previous $2.89 Million 8.93%

% of portfolio

0.57%

Previous 0.71%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$483.48 - $539.8 $3,867 - $4,318	-8 Reduced 0.15%	5,415 $2.63 Million
Q1 2025 Apr 22, 2025	SELL	$442.66 - $534.52 $3,541 - $4,276	-8 Reduced 0.15%	5,423 $2.89 Million
Q4 2024 Feb 03, 2025	BUY	$442.29 - $483.08 $884 - $966	2 Added 0.04%	5,431 $2.46 Million
Q3 2024 Oct 23, 2024	BUY	$405.19 - $478.57 $1.35 Million - $1.6 Million	3,341 Added 160.01%	5,429 $2.5 Million
Q2 2024 Jul 30, 2024	SELL	$396.73 - $420.24 $1,586 - $1,680	-4 Reduced 0.19%	2,088 $849,000
Q1 2024 Apr 22, 2024	SELL	$359.29 - $420.52 $4,670 - $5,466	-13 Reduced 0.62%	2,092 $879,000
Q4 2023 Jan 18, 2024	BUY	$331.71 - $362.68 $17,580 - $19,222	53 Added 2.58%	2,105 $750,000
Q3 2023 Oct 19, 2023	BUY	$340.9 - $370.48 $47,385 - $51,496	139 Added 7.27%	2,052 $718,000
Q4 2022 Jan 27, 2023	SELL	$264.0 - $318.6 $5,280 - $6,372	-20 Reduced 1.03%	1,913 $590,000
Q3 2022 Oct 28, 2022	SELL	$264.32 - $306.65 $2,907 - $3,373	-11 Reduced 0.57%	1,933 $516,000
Q2 2022 Aug 11, 2022	SELL	$267.52 - $353.1 $18,458 - $24,363	-69 Reduced 3.43%	1,944 $531,000
Q2 2021 Jul 15, 2021	BUY	$258.2 - $292.52 $519,756 - $588,842	2,013 New	2,013 $559,000

Others Institutions Holding BRK-B

# of Institutions

4,992

Shares Held

911M

Call Options Held

18.4M

Put Options Held

12.3M

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 $606B

More about BRK-B

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Elwood & Goetz Wealth Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History