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

Guardian Wealth Advisors, LLC

$162 Million
Q3 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 $299,762. This represents 0.18% of its overall portfolio holdings.

Number of Shares

629

Previous 629 -0.0%

Holding current value

$299,762

Previous $255,000 13.33%

% of portfolio

0.18%

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

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $620B

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