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

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 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 23,880 shares of BRK-B stock, worth $11.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

23,880

Previous 22,002 8.54%

Holding current value

$11.3 Million

Previous $8.95 Million 22.8%

% of portfolio

0.26%

Previous 0.23%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$405.19 - $478.57 $760,946 - $898,754	1,878 Added 8.54%	23,880 $11 Million
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

4,376

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

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