Ever Source Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 19,868 shares of BRK-B stock, worth $9.38 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

19,868

Previous 18,961 4.78%

Holding current value

$9.38 Million

Previous $7.71 Million 18.55%

% of portfolio

0.62%

Previous 0.52%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$405.19 - $478.57 $367,507 - $434,062	907 Added 4.78%	19,868 $9.14 Million
Q2 2024 Aug 13, 2024	BUY	$396.73 - $420.24 $1.05 Million - $1.11 Million	2,635 Added 16.14%	18,961 $7.71 Million
Q1 2024 Jun 11, 2024	BUY	$359.29 - $420.52 $750,556 - $878,466	2,089 Added 14.67%	16,326 $6.87 Million
Q4 2023 Feb 09, 2024	BUY	$331.71 - $362.68 $505,526 - $552,724	1,524 Added 11.99%	14,237 $5.08 Million
Q3 2023 Nov 03, 2023	BUY	$340.9 - $370.48 $103,974 - $112,996	305 Added 2.46%	12,713 $4.45 Million
Q2 2023 Aug 04, 2023	BUY	$309.07 - $341.0 $2.81 Million - $3.11 Million	9,106 Added 275.77%	12,408 $4.23 Million
Q1 2023 May 11, 2023	BUY	$293.51 - $320.37 $262,397 - $286,410	894 Added 37.13%	3,302 $1.02 Million
Q4 2022 Feb 09, 2023	BUY	$264.0 - $318.6 $9,504 - $11,469	36 Added 1.52%	2,408 $743,000
Q3 2022 Nov 07, 2022	BUY	$264.32 - $306.65 $104,935 - $121,740	397 Added 20.1%	2,372 $633,000
Q2 2022 Aug 01, 2022	BUY	$267.52 - $353.1 $136,435 - $180,081	510 Added 34.81%	1,975 $540,000
Q1 2022 May 25, 2022	BUY	$300.79 - $359.57 $8,422 - $10,067	28 Added 1.95%	1,465 $517,000
Q4 2021 Feb 07, 2022	BUY	$273.64 - $300.17 $393,220 - $431,344	1,437 New	1,437 $430,000

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

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 $614B

More about BRK-B

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Ever Source Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History