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

Goal Vest Advisory LLC

  • $393 Million
  • Q2 2025

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 6,270 shares of BRKB stock, worth $0. This represents 0.78% of its overall portfolio holdings.

Number of Shares
6,270
Previous 5,754 8.97%
Holding current value
$0
Previous $3.02 Million 0.79%
% of portfolio
0.78%
Previous 0.86%

Shares

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

Aug 01, 2025
BUY
N/A
516 Added 8.97%
6,270 $3.05 Million
Q1 2025

Apr 07, 2025
SELL
N/A
-57 Reduced 0.98%
5,754 $3.02 Million
Q4 2024

Jan 17, 2025
BUY
N/A
27 Added 0.47%
5,811 $2.63 Million
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
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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