Guardian Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Guardian Wealth Advisors, LLC

  • $1.18 Billion
  • Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 20,951 shares of BRKB stock, worth $0. This represents 0.8% of its overall portfolio holdings.

Number of Shares
20,951
Previous 12,876 62.71%
Holding current value
$0
Previous $5.93 Million 60.24%
% of portfolio
0.8%
Previous 0.71%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
8,075 Added 62.71%
20,951 $9.5 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-97 Reduced 0.75%
12,876 $5.93 Million
Q2 2024

Aug 14, 2024
SELL
N/A
-861 Reduced 6.22%
12,973 $5.28 Million
Q1 2024

May 15, 2024
BUY
N/A
3,108 Added 28.98%
13,834 $5.82 Million
Q4 2023

Feb 14, 2024
BUY
N/A
63 Added 0.59%
10,726 $3.83 Million
Q3 2023

Nov 14, 2023
BUY
N/A
1,116 Added 11.69%
10,663 $3.74 Million
Q2 2023

Aug 14, 2023
BUY
N/A
788 Added 9.0%
9,547 $3.26 Million
Q1 2023

May 15, 2023
BUY
N/A
440 Added 5.29%
8,759 $2.7 Million
Q4 2022

Feb 14, 2023
SELL
N/A
-35 Reduced 0.42%
8,319 $2.57 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-51 Reduced 0.61%
8,354 $2.23 Million
Q2 2022

Aug 15, 2022
BUY
N/A
8,405 New
8,405 $2.3 Million

Others Institutions Holding BRKB

# of Institutions
86
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
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email