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

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 6,031 shares of BRKB stock, worth $0. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,031
Previous 6,001 0.5%
Holding current value
$0
Previous $2.44 Million 13.68%
% of portfolio
0.31%
Previous 0.29%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
N/A
30 Added 0.5%
6,031 $2.78 Million
Q2 2024

Jul 09, 2024
BUY
N/A
1,225 Added 25.65%
6,001 $2.44 Million
Q1 2024

Apr 02, 2024
SELL
N/A
-11 Reduced 0.23%
4,776 $2.01 Million
Q3 2023

Oct 17, 2023
SELL
N/A
-13 Reduced 0.27%
4,787 $1.68 Million
Q2 2023

Jul 19, 2023
BUY
N/A
1,938 Added 67.71%
4,800 $1.64 Million
Q1 2023

Apr 14, 2023
BUY
N/A
1,320 Added 85.6%
2,862 $883,000
Q4 2022

Jan 12, 2023
SELL
N/A
-235 Reduced 13.22%
1,542 $0
Q3 2022

Oct 25, 2022
BUY
N/A
224 Added 14.42%
1,777 $474,000
Q2 2022

Jul 25, 2022
BUY
N/A
48 Added 3.19%
1,553 $424,000
Q1 2022

Apr 26, 2022
BUY
N/A
1 Added 0.07%
1,505 $531,000
Q4 2021

Jan 12, 2022
BUY
N/A
320 Added 27.03%
1,504 $450,000
Q3 2021

Oct 12, 2021
BUY
N/A
24 Added 2.07%
1,184 $323,000
Q1 2021

Apr 19, 2021
BUY
N/A
1,160 New
1,160 $296,000
Q1 2020

May 04, 2020
SELL
N/A
-4,122 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
N/A
4,122 New
4,122 $934,000

Others Institutions Holding BRKB

# of Institutions
88
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
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