Evernest Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Evernest Financial Advisors, LLC

$219 Million
Q2 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 4,201 shares of BRK-B stock, worth $1.92 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

4,201

Previous 4,187 0.33%

Holding current value

$1.92 Million

Previous $1.7 Billion 99.9%

% of portfolio

0.78%

Previous 0.8%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$396.73 - $420.24 $5,554 - $5,883	14 Added 0.33%	4,201 $1.71 Million
Q1 2024 May 10, 2024	BUY	$359.29 - $420.52 $125,392 - $146,761	349 Added 9.09%	4,187 $1.7 Billion
Q4 2023 May 10, 2024	BUY	$331.71 - $362.68 $88,234 - $96,472	266 Added 6.35%	4,453 $1.59 Billion
Q4 2021 Feb 13, 2024	BUY	$273.64 - $300.17 $1.05 Million - $1.15 Million	3,838 New	3,838 $1.53 Billion

Others Institutions Holding BRK-B

# of Institutions

4,259

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $595B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.

Account

Evernest Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History