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

Guardian Wealth Advisors, LLC

$754 Million
Q2 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 12,973 shares of BRK-B stock, worth $5.93 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

12,973

Previous 13,834 6.22%

Holding current value

$5.93 Million

Previous $5.82 Million 9.28%

% of portfolio

0.7%

Previous 0.81%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$396.73 - $420.24 $341,584 - $361,826	-861 Reduced 6.22%	12,973 $5.28 Million
Q1 2024 May 15, 2024	BUY	$359.29 - $420.52 $1.12 Million - $1.31 Million	3,108 Added 28.98%	13,834 $5.82 Million
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $20,897 - $22,848	63 Added 0.59%	10,726 $3.83 Million
Q3 2023 Nov 14, 2023	BUY	$340.9 - $370.48 $380,444 - $413,455	1,116 Added 11.69%	10,663 $3.74 Million
Q2 2023 Aug 14, 2023	BUY	$309.07 - $341.0 $243,547 - $268,708	788 Added 9.0%	9,547 $3.26 Million
Q1 2023 May 15, 2023	BUY	$293.51 - $320.37 $129,144 - $140,962	440 Added 5.29%	8,759 $2.7 Million
Q4 2022 Feb 14, 2023	SELL	$264.0 - $318.6 $9,240 - $11,151	-35 Reduced 0.42%	8,319 $2.57 Million
Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $13,480 - $15,639	-51 Reduced 0.61%	8,354 $2.23 Million
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $2.25 Million - $2.97 Million	8,405 New	8,405 $2.3 Million

Others Institutions Holding BRK-B

# of Institutions

4,259

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $595B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

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

Account

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