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

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 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 16,326 shares of BRK-B stock, worth $6.64 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
16,326
Previous 14,237 14.67%
Holding current value
$6.64 Million
Previous $5.99 Million 14.68%
% of portfolio
0.55%
Previous 0.53%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,161
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.81M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $529B
More about BRK-B
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