Goal Vest Advisory LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Goal Vest Advisory LLC holds 5,784 shares of BRKB stock, worth $0. This represents 0.8% of its overall portfolio holdings.

Number of Shares

5,784

Previous 5,493 5.3%

Holding current value

Previous $2.23 Million 19.16%

% of portfolio

0.8%

Previous 0.72%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	N/A	291 Added 5.3%	5,784 $2.66 Million
Q2 2024 Jul 30, 2024	SELL	N/A	-776 Reduced 12.38%	5,493 $2.23 Million
Q1 2024 Apr 15, 2024	SELL	N/A	-204 Reduced 3.15%	6,269 $2.64 Million
Q4 2023 Jan 02, 2024	BUY	N/A	443 Added 7.35%	6,473 $2.31 Million
Q3 2023 Oct 10, 2023	SELL	N/A	-83 Reduced 1.36%	6,030 $2.11 Million
Q2 2023 Jul 17, 2023	SELL	N/A	-198 Reduced 3.14%	6,113 $2.08 Million
Q1 2023 Apr 03, 2023	SELL	N/A	-133 Reduced 2.06%	6,311 $1.95 Million
Q4 2022 Jan 06, 2023	BUY	N/A	1,230 Added 23.59%	6,444 $0
Q3 2022 Oct 11, 2022	SELL	N/A	-2,276 Reduced 30.39%	5,214 $1.39 Million
Q2 2022 Jul 06, 2022	BUY	N/A	28 Added 0.38%	7,490 $2.07 Million
Q1 2022 May 03, 2022	SELL	N/A	-151 Reduced 1.98%	7,462 $2.63 Million
Q2 2021 Sep 01, 2021	BUY	N/A	1,132 Added 17.47%	7,613 $2.12 Million
Q1 2021 May 13, 2021	BUY	N/A	393 Added 6.46%	6,481 $1.66 Million
Q4 2020 Jan 28, 2021	BUY	N/A	6,088 New	6,088 $1.41 Million

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

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Goal Vest Advisory LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History