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

Evernest Financial Advisors, LLC

$362 Million
Q3 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 74,958 shares of BRK-B stock, worth $34 Million. This represents 9.53% of its overall portfolio holdings.

Number of Shares

74,958

Previous 4,201 1684.29%

Holding current value

$34 Million

Previous $1.71 Million 1919.91%

% of portfolio

9.53%

Previous 0.78%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$405.19 - $478.57 $28.7 Million - $33.9 Million	70,757 Added 1684.29%	74,958 $34.5 Million
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

4,381

Shares Held

839M

Call Options Held

21M

Put Options Held

13M

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 $590B

More about BRK-B

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