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

Guardian Wealth Advisors, LLC

$1.16 Billion
Q1 2025

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 22,052 shares of BRK-B stock, worth $10.7 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

22,052

Previous 20,951 5.26%

Holding current value

$10.7 Million

Previous $9.5 Million 23.67%

% of portfolio

1.01%

Previous 0.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$442.66 - $534.52 $487,368 - $588,506	1,101 Added 5.26%	22,052 $11.7 Million
Q4 2024 Feb 14, 2025	BUY	$442.29 - $483.08 $3.57 Million - $3.9 Million	8,075 Added 62.71%	20,951 $9.5 Million
Q3 2024 Nov 14, 2024	SELL	$405.19 - $478.57 $39,303 - $46,421	-97 Reduced 0.75%	12,876 $5.93 Million
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

4,958

Shares Held

873M

Call Options Held

19.4M

Put Options Held

12.1M

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 $631B

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