Forvis Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 22,002 shares of BRK-B stock, worth $9.95 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

22,002

Previous 22,443 1.96%

Holding current value

$9.95 Million

Previous $9.44 Million 5.16%

% of portfolio

0.23%

Previous 0.24%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$396.73 - $420.24 $174,957 - $185,325	-441 Reduced 1.96%	22,002 $8.95 Million
Q1 2024 Apr 19, 2024	SELL	$359.29 - $420.52 $79,403 - $92,934	-221 Reduced 0.98%	22,443 $9.44 Million
Q4 2023 Jan 11, 2024	SELL	$331.71 - $362.68 $3.07 Million - $3.35 Million	-9,245 Reduced 28.97%	22,664 $8.08 Million
Q3 2023 Oct 25, 2023	BUY	$340.9 - $370.48 $445,556 - $484,217	1,307 Added 4.27%	31,909 $11.2 Million
Q2 2023 Aug 08, 2023	BUY	$309.07 - $341.0 $99,520 - $109,802	322 Added 1.06%	30,602 $10.4 Million
Q1 2023 Apr 26, 2023	BUY	$293.51 - $320.37 $72,496 - $79,131	247 Added 0.82%	30,280 $9.35 Million
Q4 2022 Feb 02, 2023	SELL	$264.0 - $318.6 $387,024 - $467,067	-1,466 Reduced 4.65%	30,033 $9.28 Million
Q3 2022 Oct 13, 2022	BUY	$264.32 - $306.65 $34,890 - $40,477	132 Added 0.42%	31,499 $8.41 Million
Q2 2022 Jul 22, 2022	BUY	$267.52 - $353.1 $8.39 Million - $11.1 Million	31,367 New	31,367 $8.56 Million
Q1 2022 May 10, 2022	SELL	$300.79 - $359.57 $6.34 Million - $7.58 Million	-21,070 Closed	0 $0
Q4 2021 Jan 14, 2022	SELL	$273.64 - $300.17 $85,922 - $94,253	-314 Reduced 1.47%	21,070 $6.3 Million
Q3 2021 Oct 14, 2021	SELL	$272.66 - $291.28 $26,448 - $28,254	-97 Reduced 0.45%	21,384 $5.84 Million
Q2 2021 Jul 14, 2021	SELL	$258.2 - $292.52 $577,077 - $653,782	-2,235 Reduced 9.42%	21,481 $5.97 Million
Q1 2021 Apr 23, 2021	SELL	$227.36 - $263.99 $783,937 - $910,237	-3,448 Reduced 12.69%	23,716 $6.06 Million
Q4 2020 Jan 22, 2021	BUY	$200.7 - $233.92 $431,505 - $502,928	2,150 Added 8.6%	27,164 $6.3 Million
Q3 2020 Nov 05, 2020	BUY	$177.99 - $221.68 $243,312 - $303,036	1,367 Added 5.78%	25,014 $5.33 Million
Q2 2020 Jul 15, 2020	SELL	$169.25 - $201.56 $43,328 - $51,599	-256 Reduced 1.07%	23,647 $4.22 Million
Q1 2020 Apr 10, 2020	SELL	$162.13 - $230.2 $387,328 - $549,947	-2,389 Reduced 9.09%	23,903 $4.37 Million
Q4 2019 Jan 13, 2020	BUY	$203.1 - $227.05 $502,266 - $561,494	2,473 Added 10.38%	26,292 $5.96 Million
Q3 2019 Oct 29, 2019	BUY	$195.81 - $215.25 $64,225 - $70,602	328 Added 1.4%	23,819 $4.96 Million
Q2 2019 Jul 10, 2019	BUY	$197.42 - $218.6 $4.64 Million - $5.14 Million	23,491 New	23,491 $5.01 Million
Q3 2018 Oct 09, 2018	SELL	$186.02 - $221.68 $4.3 Million - $5.13 Million	-23,131 Closed	0 $0
Q2 2018 Jul 13, 2018	BUY	$184.91 - $201.2 $4.28 Million - $4.65 Million	23,131 New	23,131 $4.32 Million
Q1 2018 Apr 20, 2018	SELL	$191.42 - $217.25 $5.2 Million - $5.9 Million	-27,178 Closed	0 $0
Q4 2017 Jan 18, 2018	BUY	$181.06 - $199.56 $252,216 - $277,987	1,393 Added 5.4%	27,178 $5.39 Million
Q3 2017 Oct 13, 2017	BUY	$173.99 - $183.82 $4.49 Million - $4.74 Million	25,785	25,785 $4.73 Million

Others Institutions Holding BRK-B

# of Institutions

4,325

Shares Held

852M

Call Options Held

17.1M

Put Options Held

9.32M

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 $588B

More about BRK-B

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Forvis Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History