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

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Heritage Wealth Advisors holds 122,039 shares of BRKB stock, worth $0. This represents 2.84% of its overall portfolio holdings.

Number of Shares
122,039
Previous 129,861 6.02%
Holding current value
$0
Previous $59.8 Million 7.45%
% of portfolio
2.84%
Previous 2.9%

Shares

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

Feb 11, 2025
SELL
N/A
-7,822 Reduced 6.02%
122,039 $55.3 Million
Q3 2024

Nov 12, 2024
SELL
N/A
-1,584 Reduced 1.21%
129,861 $59.8 Million
Q2 2024

Dec 12, 2024
BUY
N/A
3,180 Added 2.48%
131,445 $53.5 Million
Q2 2024

Aug 05, 2024
BUY
N/A
3,575 Added 2.8%
131,445 $53.5 Million
Q1 2024

Dec 12, 2024
BUY
N/A
3,407 Added 2.73%
128,265 $53.9 Million
Q1 2024

May 08, 2024
BUY
N/A
3,297 Added 2.65%
127,870 $53.8 Million
Q4 2023

Dec 12, 2024
SELL
N/A
-6,122 Reduced 4.67%
124,858 $44.5 Million
Q4 2023

Feb 09, 2024
SELL
N/A
-6,407 Reduced 4.89%
124,573 $44.4 Million
Q3 2023

Dec 12, 2024
BUY
N/A
1,637 Added 1.27%
130,980 $45.9 Million
Q3 2023

Nov 08, 2023
BUY
N/A
1,637 Added 1.27%
130,980 $45.9 Million
Q2 2023

Dec 12, 2024
SELL
N/A
-518 Reduced 0.4%
129,343 $44.1 Million
Q2 2023

Aug 09, 2023
BUY
N/A
1,147 Added 0.89%
129,343 $44.1 Million
Q1 2023

May 04, 2023
BUY
N/A
5,028 Added 4.08%
128,196 $39.6 Million
Q4 2022

Dec 12, 2024
BUY
N/A
4,866 Added 4.11%
123,168 $38 Million
Q4 2022

Feb 06, 2023
BUY
N/A
4,866 Added 4.11%
123,168 $38 Million
Q3 2022

Dec 12, 2024
SELL
N/A
-11,559 Reduced 8.9%
118,302 $31.6 Million
Q3 2022

Nov 10, 2022
BUY
N/A
8,515 Added 7.76%
118,302 $31.6 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-1,548 Reduced 1.39%
109,787 $30 Million
Q1 2022

May 11, 2022
BUY
N/A
6,431 Added 6.13%
111,335 $39.3 Million
Q4 2021

Feb 02, 2022
BUY
N/A
14,670 Added 16.26%
104,904 $31.4 Million
Q3 2021

Nov 02, 2021
BUY
N/A
1,450 Added 1.63%
90,234 $24.6 Million
Q2 2021

Aug 09, 2021
BUY
N/A
19,024 Added 27.27%
88,784 $24.7 Million
Q2 2021

Jul 27, 2021
SELL
N/A
-11,209 Reduced 13.84%
69,760 $16.2 Million
Q1 2021

Apr 27, 2021
BUY
N/A
11,209 Added 16.07%
80,969 $20.7 Million
Q4 2020

Feb 01, 2021
BUY
N/A
7,801 Added 12.59%
69,760 $16.2 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-1,189 Reduced 1.88%
61,959 $13.2 Million
Q2 2020

Jul 17, 2020
BUY
N/A
61,875 Added 4860.57%
63,148 $11.3 Million
Q2 2020

Jul 17, 2020
SELL
N/A
-37,365 Reduced 96.71%
1,273 $11.3 Million
Q1 2020

May 05, 2020
BUY
N/A
9,879 Added 34.35%
38,638 $7.06 Million
Q4 2019

Feb 04, 2020
BUY
N/A
2,443 Added 9.28%
28,759 $6.51 Million
Q3 2019

Oct 30, 2019
BUY
N/A
3,330 Added 14.49%
26,316 $5.47 Million
Q2 2019

Aug 05, 2019
BUY
N/A
1,444 Added 6.7%
22,986 $0
Q1 2019

May 06, 2019
BUY
N/A
3,573 Added 19.88%
21,542 $0
Q4 2018

Jan 28, 2019
BUY
N/A
411 Added 2.34%
17,969 $3.67 Million
Q3 2018

Nov 14, 2018
BUY
N/A
730 Added 4.34%
17,558 $3.76 Million
Q2 2018

Jul 19, 2018
BUY
N/A
425 Added 2.59%
16,828 $3.14 Million
Q1 2018

May 10, 2018
BUY
N/A
754 Added 4.82%
16,403 $3.27 Million
Q4 2017

Feb 02, 2018
BUY
N/A
1,558 Added 11.06%
15,649 $3.11 Million
Q3 2017

Nov 07, 2017
BUY
N/A
14,091
14,091 $2.58 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 Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email