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 12,876 shares of BRK-B stock, worth $6.14 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
12,876
Previous 12,973 0.75%
Holding current value
$6.14 Million
Previous $5.28 Million 12.3%
% of portfolio
0.71%
Previous 0.7%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $620B
More about BRK-B
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