Elwood & Goetz Wealth Advisory Group, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q1 2025

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 5,423 shares of BRKB stock, worth $0. This represents 0.71% of its overall portfolio holdings.

Number of Shares

5,423

Previous 5,431 0.15%

Holding current value

Previous $2.46 Million 17.35%

% of portfolio

0.71%

Previous 0.6%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	N/A	-8 Reduced 0.15%	5,423 $2.89 Million
Q4 2024 Feb 03, 2025	BUY	N/A	2 Added 0.04%	5,431 $2.46 Million
Q3 2024 Oct 23, 2024	BUY	N/A	3,341 Added 160.01%	5,429 $2.5 Million
Q2 2024 Jul 30, 2024	SELL	N/A	-4 Reduced 0.19%	2,088 $849,000
Q1 2024 Apr 22, 2024	SELL	N/A	-13 Reduced 0.62%	2,092 $879,000
Q4 2023 Jan 18, 2024	BUY	N/A	53 Added 2.58%	2,105 $750,000
Q3 2023 Oct 19, 2023	BUY	N/A	139 Added 7.27%	2,052 $718,000
Q4 2022 Jan 27, 2023	SELL	N/A	-20 Reduced 1.03%	1,913 $590,000
Q3 2022 Oct 28, 2022	SELL	N/A	-11 Reduced 0.57%	1,933 $516,000
Q2 2022 Aug 11, 2022	SELL	N/A	-69 Reduced 3.43%	1,944 $531,000
Q2 2021 Jul 15, 2021	BUY	N/A	2,013 New	2,013 $559,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

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Elwood & Goetz Wealth Advisory Group, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History