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

Invera Wealth Advisors, LLC

  • $122 Million
  • Q1 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 6,187 shares of BRK-B stock, worth $2.54 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
6,187
Previous 6,001 3.1%
Holding current value
$2.54 Million
Previous $2.14 Million 21.54%
% of portfolio
2.13%
Previous 1.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$359.29 - $420.52 $66,827 - $78,216
186 Added 3.1%
6,187 $2.6 Million
Q4 2023

Apr 22, 2024
SELL
$331.71 - $362.68 $61,698 - $67,458
-186 Reduced 3.01%
6,001 $2.14 Billion
Q4 2023

Jan 16, 2024
BUY
$331.71 - $362.68 $1.99 Million - $2.18 Million
6,001 New
6,001 $2.14 Million

Others Institutions Holding BRK-B

# of Institutions
4,166
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.81M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $535B
More about BRK-B
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