Exencial Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Exencial Wealth Advisors, LLC

  • $2.75 Billion
  • Q2 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 95,287 shares of BRKB stock, worth $0. This represents 1.68% of its overall portfolio holdings.

Number of Shares
95,287
Previous 99,146 3.89%
Holding current value
$0
Previous $52.8 Million 12.34%
% of portfolio
1.68%
Previous 2.01%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
N/A
-3,859 Reduced 3.89%
95,287 $46.3 Million
Q1 2025

May 09, 2025
BUY
N/A
411 Added 0.42%
99,146 $52.8 Million
Q4 2024

Feb 06, 2025
SELL
N/A
-1,519 Reduced 1.52%
98,735 $44.8 Million
Q3 2024

Oct 31, 2024
SELL
N/A
-1,584 Reduced 1.56%
100,254 $46.1 Million
Q2 2024

Aug 12, 2024
SELL
N/A
-6,557 Reduced 6.05%
101,838 $41.4 Million
Q1 2024

May 10, 2024
BUY
N/A
118 Added 0.11%
108,395 $45.6 Million
Q4 2023

Feb 13, 2024
SELL
N/A
-24 Reduced 0.02%
108,277 $38.6 Million
Q3 2023

Nov 08, 2023
SELL
N/A
-2,080 Reduced 1.88%
108,301 $37.9 Million
Q2 2023

Aug 10, 2023
BUY
N/A
1,353 Added 1.24%
110,381 $37.6 Million
Q1 2023

May 02, 2023
BUY
N/A
1,186 Added 1.1%
109,028 $33.7 Million
Q4 2022

Feb 14, 2023
BUY
N/A
7,158 Added 7.11%
107,842 $33.3 Million
Q3 2022

Nov 08, 2022
BUY
N/A
26,177 Added 35.13%
100,684 $26.9 Million
Q2 2022

Aug 11, 2022
BUY
N/A
4,936 Added 7.09%
74,507 $20.3 Million
Q1 2022

May 12, 2022
BUY
N/A
1,890 Added 2.79%
69,571 $24.6 Million
Q4 2021

Feb 10, 2022
SELL
N/A
-7,493 Reduced 9.97%
67,681 $20.2 Million
Q3 2021

Nov 04, 2021
BUY
N/A
12,057 Added 19.1%
75,174 $20.5 Million
Q2 2021

Aug 16, 2021
BUY
N/A
920 Added 1.48%
63,117 $17.5 Million
Q1 2021

May 06, 2021
BUY
N/A
1,794 Added 2.97%
62,197 $15.9 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-47,732 Reduced 44.14%
60,403 $14 Million
Q3 2020

Nov 13, 2020
BUY
N/A
44,152 Added 69.01%
108,135 $23 Million
Q2 2020

Aug 17, 2020
BUY
N/A
40,157 Added 168.54%
63,983 $11.4 Million
Q1 2020

May 15, 2020
SELL
N/A
-512 Reduced 2.1%
23,826 $4.36 Million
Q4 2019

Feb 14, 2020
SELL
N/A
-331 Reduced 1.34%
24,338 $5.51 Million
Q3 2019

Nov 13, 2019
SELL
N/A
-134 Reduced 0.54%
24,669 $5.13 Million
Q1 2019

May 08, 2019
SELL
N/A
-73 Reduced 0.29%
24,803 $4.98 Million
Q4 2018

Feb 06, 2019
BUY
N/A
486 Added 1.99%
24,876 $5.08 Million
Q3 2018

Nov 05, 2018
BUY
N/A
443 Added 1.85%
24,390 $5.22 Million
Q2 2018

Aug 01, 2018
BUY
N/A
1,298 Added 5.73%
23,947 $4.47 Million
Q1 2018

May 09, 2018
BUY
N/A
728 Added 3.32%
22,649 $4.52 Million
Q4 2017

Feb 09, 2018
BUY
N/A
726 Added 3.43%
21,921 $4.35 Million
Q3 2017

Nov 08, 2017
BUY
N/A
21,195
21,195 $3.89 Million

Others Institutions Holding BRKB

# of Institutions
85
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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