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

Guardian Wealth Advisors, LLC

$154 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 629 shares of BRK-B stock, worth $286,132. This represents 0.17% of its overall portfolio holdings.

Number of Shares

629

Previous 629 -0.0%

Holding current value

$286,132

Previous $264,000 3.41%

% of portfolio

0.17%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$359.29 - $420.52 $7,185 - $8,410	-20 Reduced 3.08%	629 $264,000
Q4 2023 Feb 08, 2024	SELL	$331.71 - $362.68 $1,658 - $1,813	-5 Reduced 0.76%	649 $231,000
Q3 2023 Oct 30, 2023	SELL	$340.9 - $370.48 $6,818 - $7,409	-20 Reduced 2.97%	654 $229,000
Q1 2023 May 18, 2023	SELL	$293.51 - $320.37 $74,551 - $81,373	-254 Reduced 27.37%	674 $208,000
Q1 2023 May 03, 2023	BUY	$293.51 - $320.37 $74,551 - $81,373	254 Added 37.69%	928 $286,000
Q4 2022 Feb 02, 2023	SELL	$264.0 - $318.6 $4.49 Million - $5.42 Million	-17,008 Reduced 96.19%	674 $208,000
Q3 2022 Nov 09, 2022	BUY	$264.32 - $306.65 $4.67 Million - $5.42 Million	17,682 New	17,682 $4.72 Million
Q2 2022 Aug 12, 2022	SELL	$267.52 - $353.1 $174,958 - $230,927	-654 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$300.79 - $359.57 $15,039 - $17,978	-50 Reduced 7.1%	654 $231,000
Q4 2021 Feb 03, 2022	BUY	$273.64 - $300.17 $192,642 - $211,319	704 New	704 $210,000
Q3 2021 Nov 10, 2021	SELL	$272.66 - $291.28 $206,130 - $220,207	-756 Closed	0 $0
Q2 2021 Jul 28, 2021	SELL	$258.2 - $292.52 $4.65 Million - $5.27 Million	-18,022 Reduced 95.97%	756 $210,000
Q1 2021 May 10, 2021	BUY	$227.36 - $263.99 $4.27 Million - $4.96 Million	18,778 New	18,778 $4.8 Million

Others Institutions Holding BRK-B

# of Institutions

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

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 $592B

More about BRK-B

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