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

Jfs Wealth Advisors, LLC

$1.26 Billion
Q1 2024

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 90,890 shares of BRK-B stock, worth $37 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

90,890

Previous 91,720 0.9%

Holding current value

$37 Million

Previous $32.7 Million 16.84%

% of portfolio

3.04%

Previous 2.78%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,161

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $529B

More about BRK-B

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