A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 872 shares of BRK-B stock, worth $417,304. This represents 0.38% of its overall portfolio holdings.

Number of Shares
872
Previous 1,667 47.69%
Holding current value
$417,304
Previous $678,000 40.86%
% of portfolio
0.38%
Previous 0.55%

Shares

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

Oct 21, 2024

SELL
$405.19 - $478.57 $322,126 - $380,463
-795 Reduced 47.69%
872 $401,000
Q2 2024

Aug 09, 2024

SELL
$396.73 - $420.24 $743,868 - $787,950
-1,875 Reduced 52.94%
1,667 $678,000
Q1 2024

Apr 26, 2024

SELL
$359.29 - $420.52 $5.9 Million - $6.9 Million
-16,408 Reduced 82.25%
3,542 $1.49 Million
Q4 2023

Jan 31, 2024

SELL
$331.71 - $362.68 $77,288 - $84,504
-233 Reduced 1.15%
19,950 $7.12 Million
Q3 2023

Nov 06, 2023

SELL
$340.9 - $370.48 $27,272 - $29,638
-80 Reduced 0.39%
20,183 $7.07 Million
Q2 2023

Aug 07, 2023

BUY
$309.07 - $341.0 $77,885 - $85,932
252 Added 1.26%
20,263 $6.91 Million
Q1 2023

May 04, 2023

SELL
$293.51 - $320.37 $14,381 - $15,698
-49 Reduced 0.24%
20,011 $6.18 Million
Q4 2022

Feb 02, 2023

BUY
$264.0 - $318.6 $41,184 - $49,701
156 Added 0.78%
20,060 $6.2 Million
Q3 2022

Nov 10, 2022

BUY
$264.32 - $306.65 $420,004 - $487,266
1,589 Added 8.68%
19,904 $5.87 Million
Q2 2022

Aug 08, 2022

BUY
$267.52 - $353.1 $760,559 - $1 Million
2,843 Added 18.38%
18,315 $5 Million
Q1 2022

Apr 25, 2022

BUY
$300.79 - $359.57 $4.42 Million - $5.28 Million
14,697 Added 1896.39%
15,472 $5.46 Million
Q4 2021

Feb 10, 2022

BUY
$273.64 - $300.17 $212,071 - $232,631
775 New
775 $232,000

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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