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

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 3,266 shares of BRK-B stock, worth $1.56 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,266

Previous 3,266 -0.0%

Holding current value

$1.56 Million

Previous $1.33 Million 13.18%

% of portfolio

0.21%

Previous 0.2%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$396.73 - $420.24 $15,869 - $16,809	40 Added 1.24%	3,266 $1.33 Million
Q1 2024 Apr 12, 2024	SELL	$359.29 - $420.52 $99,164 - $116,063	-276 Reduced 7.88%	3,226 $1.36 Million
Q4 2023 Jan 10, 2024	BUY	$331.71 - $362.68 $1,326 - $1,450	4 Added 0.11%	3,502 $1.25 Million
Q3 2023 Oct 13, 2023	BUY	$340.9 - $370.48 $56,248 - $61,129	165 Added 4.95%	3,498 $1.23 Million
Q2 2023 Jul 20, 2023	BUY	$309.07 - $341.0 $15,453 - $17,050	50 Added 1.52%	3,333 $1.14 Million
Q1 2023 Apr 07, 2023	BUY	$293.51 - $320.37 $4,402 - $4,805	15 Added 0.46%	3,283 $1.01 Million
Q4 2022 Jan 18, 2023	SELL	$264.0 - $318.6 $10,560 - $12,744	-40 Reduced 1.21%	3,268 $0
Q3 2022 Oct 18, 2022	BUY	$264.32 - $306.65 $4,757 - $5,519	18 Added 0.55%	3,308 $883,000
Q2 2022 Jul 27, 2022	SELL	$267.52 - $353.1 $80,256 - $105,930	-300 Reduced 8.36%	3,290 $898,000
Q1 2022 Apr 14, 2022	BUY	$300.79 - $359.57 $90,237 - $107,871	300 Added 9.12%	3,590 $1.27 Million
Q4 2021 Jan 21, 2022	BUY	$273.64 - $300.17 $45,424 - $49,828	166 Added 5.31%	3,290 $984,000
Q3 2021 Oct 08, 2021	SELL	$272.66 - $291.28 $20,449 - $21,845	-75 Reduced 2.34%	3,124 $853,000
Q4 2020 Jan 22, 2021	SELL	$200.7 - $233.92 $11,239 - $13,099	-56 Reduced 1.72%	3,199 $742,000
Q2 2020 Jul 09, 2020	BUY	$169.25 - $201.56 $50,775 - $60,468	300 Added 10.15%	3,255 $581,000
Q1 2020 Apr 23, 2020	SELL	$162.13 - $230.2 $57,394 - $81,490	-354 Reduced 10.7%	2,955 $540,000
Q4 2019 Jan 14, 2020	BUY	$203.1 - $227.05 $19,091 - $21,342	94 Added 2.92%	3,309 $749,000
Q2 2019 Jul 15, 2019	SELL	$197.42 - $218.6 $5,527 - $6,120	-28 Reduced 0.86%	3,215 $685,000
Q1 2019 Apr 16, 2019	SELL	$191.66 - $209.19 $6,324 - $6,903	-33 Reduced 1.01%	3,243 $651,000
Q3 2018 Nov 14, 2018	BUY	$186.02 - $221.68 $8,184 - $9,753	44 Added 1.36%	3,276 $701,000
Q4 2017 Jan 16, 2018	BUY	$181.06 - $199.56 $6,699 - $7,383	37 Added 1.16%	3,232 $641,000
Q3 2017 Nov 14, 2017	BUY	$173.99 - $183.82 $555,898 - $587,304	3,195	3,195 $586,000

Others Institutions Holding BRK-B

# of Institutions

4,377

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 $623B

More about BRK-B

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