Kcs Wealth Advisory Berkshire Hathaway Inc Class B Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

A detailed history of Kcs Wealth Advisory transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Kcs Wealth Advisory holds 12,398 shares of BRK-B stock, worth $6.51 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

12,398

Previous 15,171 18.28%

Holding current value

$6.51 Million

Previous $5.17 Million 16.04%

% of portfolio

1.94%

Previous 1.88%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$340.9 - $370.48 $945,315 - $1.03 Million	-2,773 Reduced 18.28%	12,398 $4.34 Million
Q2 2023 Jul 17, 2023	BUY	$309.07 - $341.0 $59,032 - $65,131	191 Added 1.28%	15,171 $5.17 Million
Q1 2023 Apr 17, 2023	SELL	$293.51 - $320.37 $64,865 - $70,801	-221 Reduced 1.45%	14,980 $4.63 Million
Q4 2022 Feb 07, 2023	BUY	$264.0 - $318.6 $36,696 - $44,285	139 Added 0.92%	15,201 $4.7 Million
Q3 2022 Oct 21, 2022	SELL	$264.32 - $306.65 $73,745 - $85,555	-279 Reduced 1.82%	15,062 $4.02 Million
Q2 2022 Jul 22, 2022	BUY	$267.52 - $353.1 $47,083 - $62,145	176 Added 1.16%	15,341 $4.19 Million
Q1 2022 Apr 13, 2022	BUY	$300.79 - $359.57 $86,627 - $103,556	288 Added 1.94%	15,165 $5.35 Million
Q4 2021 Jan 26, 2022	BUY	$273.64 - $300.17 $170,204 - $186,705	622 Added 4.36%	14,877 $4.45 Million
Q3 2021 Oct 20, 2021	BUY	$272.66 - $291.28 $51,532 - $55,051	189 Added 1.34%	14,255 $3.89 Million
Q2 2021 Jul 27, 2021	BUY	$258.2 - $292.52 $89,595 - $101,504	347 Added 2.53%	14,066 $3.91 Million
Q1 2021 Apr 19, 2021	BUY	$227.36 - $263.99 $196,439 - $228,087	864 Added 6.72%	13,719 $3.51 Million
Q4 2020 Jan 28, 2021	BUY	$200.7 - $233.92 $46,361 - $54,035	231 Added 1.83%	12,855 $2.98 Million
Q3 2020 Oct 27, 2020	SELL	$177.99 - $221.68 $40,047 - $49,878	-225 Reduced 1.75%	12,624 $2.69 Million
Q2 2020 Jul 16, 2020	BUY	$169.25 - $201.56 $495,225 - $589,764	2,926 Added 29.49%	12,849 $2.29 Million
Q1 2020 Apr 28, 2020	BUY	$162.13 - $230.2 $115,112 - $163,442	710 Added 7.71%	9,923 $1.81 Million
Q4 2019 Jan 15, 2020	BUY	$203.1 - $227.05 $68,038 - $76,061	335 Added 3.77%	9,213 $2.09 Million
Q3 2019 Oct 29, 2019	BUY	$195.81 - $215.25 $180,536 - $198,460	922 Added 11.59%	8,878 $1.85 Million
Q2 2019 Jul 29, 2019	BUY	$197.42 - $218.6 $335,219 - $371,182	1,698 Added 27.13%	7,956 $1.7 Million
Q1 2019 Apr 29, 2019	BUY	$191.66 - $209.19 $167,894 - $183,250	876 Added 16.28%	6,258 $1.26 Million
Q4 2018 Jan 17, 2019	BUY	$187.76 - $223.76 $115,284 - $137,388	614 Added 12.88%	5,382 $1.1 Million
Q3 2018 Nov 06, 2018	BUY	$186.02 - $221.68 $360,506 - $429,615	1,938 Added 68.48%	4,768 $1.02 Million
Q2 2018 Aug 07, 2018	BUY	$184.91 - $201.2 $124,814 - $135,810	675 Added 31.32%	2,830 $528,000
Q1 2018 May 04, 2018	BUY	$191.42 - $217.25 $117,914 - $133,826	616 Added 40.03%	2,155 $430,000
Q4 2017 Jan 12, 2018	BUY	$181.06 - $199.56 $278,651 - $307,122	1,539	1,539 $305,000

Others Institutions Holding BRK-B

# of Institutions

4,820

Shares Held

881M

Call Options Held

21.4M

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 $683B

More about BRK-B

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Kcs Wealth Advisory Berkshire Hathaway Inc Class B Transaction History