A detailed history of Jfs Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 107,547 shares of BRK-B stock, worth $51.5 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares
107,547
Previous 89,586 20.05%
Holding current value
$51.5 Million
Previous $36.4 Million 35.83%
% of portfolio
3.33%
Previous 2.88%

Shares

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

Oct 25, 2024

BUY
$405.19 - $478.57 $7.28 Million - $8.6 Million
17,961 Added 20.05%
107,547 $49.5 Million
Q2 2024

Jul 15, 2024

SELL
$396.73 - $420.24 $517,335 - $547,992
-1,304 Reduced 1.43%
89,586 $36.4 Million
Q1 2024

Apr 30, 2024

SELL
$359.29 - $420.52 $298,210 - $349,031
-830 Reduced 0.9%
90,890 $38.2 Million
Q4 2023

Feb 07, 2024

SELL
$331.71 - $362.68 $2.23 Million - $2.44 Million
-6,734 Reduced 6.84%
91,720 $32.7 Million
Q3 2023

Nov 02, 2023

BUY
$340.9 - $370.48 $291,810 - $317,130
856 Added 0.88%
98,454 $34.5 Million
Q2 2023

Aug 07, 2023

SELL
$309.07 - $341.0 $179,260 - $197,780
-580 Reduced 0.59%
97,598 $33.3 Million
Q1 2023

Apr 19, 2023

SELL
$293.51 - $320.37 $552,092 - $602,615
-1,881 Reduced 1.88%
98,178 $30.3 Million
Q4 2022

Feb 13, 2023

BUY
$264.0 - $318.6 $47,520 - $57,348
180 Added 0.18%
100,059 $30.9 Million
Q3 2022

Oct 21, 2022

BUY
$264.32 - $306.65 $258,504 - $299,903
978 Added 0.99%
99,879 $26.7 Million
Q2 2022

Aug 02, 2022

BUY
$267.52 - $353.1 $598,174 - $789,531
2,236 Added 2.31%
98,901 $27 Million
Q1 2022

May 02, 2022

SELL
$300.79 - $359.57 $328,763 - $393,010
-1,093 Reduced 1.12%
96,665 $34.1 Million
Q4 2021

Feb 03, 2022

SELL
$273.64 - $300.17 $301,277 - $330,487
-1,101 Reduced 1.11%
97,758 $29.2 Million
Q3 2021

Nov 09, 2021

BUY
$272.66 - $291.28 $392,357 - $419,151
1,439 Added 1.48%
98,859 $27 Million
Q2 2021

Aug 04, 2021

BUY
$258.2 - $292.52 $126,776 - $143,627
491 Added 0.51%
97,420 $27.1 Million
Q1 2021

Apr 28, 2021

SELL
$227.36 - $263.99 $995,382 - $1.16 Million
-4,378 Reduced 4.32%
96,929 $24.8 Million
Q4 2020

Feb 01, 2021

SELL
$200.7 - $233.92 $156,144 - $181,989
-778 Reduced 0.76%
101,307 $23.5 Million
Q3 2020

Oct 28, 2020

SELL
$177.99 - $221.68 $136,874 - $170,471
-769 Reduced 0.75%
102,085 $21.7 Million
Q2 2020

Aug 05, 2020

BUY
$169.25 - $201.56 $384,028 - $457,339
2,269 Added 2.26%
102,854 $18.4 Million
Q1 2020

Apr 29, 2020

SELL
$162.13 - $230.2 $433,859 - $616,015
-2,676 Reduced 2.59%
100,585 $18.4 Million
Q4 2019

Feb 03, 2020

SELL
$203.1 - $227.05 $313,180 - $350,111
-1,542 Reduced 1.47%
103,261 $23.4 Million
Q3 2019

Oct 31, 2019

SELL
$195.81 - $215.25 $459,761 - $505,407
-2,348 Reduced 2.19%
104,803 $21.8 Million
Q2 2019

Aug 06, 2019

SELL
$197.42 - $218.6 $1.64 Million - $1.82 Million
-8,314 Reduced 7.2%
107,151 $22.8 Million
Q1 2019

Apr 23, 2019

SELL
$191.66 - $209.19 $261,232 - $285,125
-1,363 Reduced 1.17%
115,465 $23.2 Million
Q4 2018

Jan 28, 2019

SELL
$187.76 - $223.76 $384,720 - $458,484
-2,049 Reduced 1.72%
116,828 $23.9 Million
Q3 2018

Nov 09, 2018

SELL
$186.02 - $221.68 $612,935 - $730,435
-3,295 Reduced 2.7%
118,877 $25.5 Million
Q2 2018

Jul 26, 2018

BUY
$184.91 - $201.2 $171,226 - $186,311
926 Added 0.76%
122,172 $22.8 Million
Q1 2018

Apr 26, 2018

SELL
$191.42 - $217.25 $832,294 - $944,603
-4,348 Reduced 3.46%
121,246 $24.2 Million
Q4 2017

Jan 31, 2018

SELL
$181.06 - $199.56 $590,255 - $650,565
-3,260 Reduced 2.53%
125,594 $24.9 Million
Q3 2017

Oct 20, 2017

BUY
$173.99 - $183.82 $22.4 Million - $23.7 Million
128,854
128,854 $23.6 Million

Others Institutions Holding BRK-B

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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