Kestra Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History

Kestra Advisory Services, LLC

$19.6 Billion
Q1 2025

A detailed history of Kestra Advisory Services, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 397,851 shares of BRK-B stock, worth $200 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

397,851

Previous 420,484 5.38%

Holding current value

$200 Million

Previous $191 Million 11.17%

% of portfolio

1.08%

Previous 1.11%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$442.66 - $534.52 $10 Million - $12.1 Million	-22,633 Reduced 5.38%	397,851 $212 Million
Q4 2024 Feb 10, 2025	SELL	$442.29 - $483.08 $43.2 Million - $47.1 Million	-97,600 Reduced 18.84%	420,484 $191 Million
Q3 2024 Nov 13, 2024	SELL	$405.19 - $478.57 $3.84 Million - $4.53 Million	-9,472 Reduced 1.8%	518,084 $238 Million
Q2 2024 Aug 14, 2024	BUY	$396.73 - $420.24 $42.6 Million - $45.1 Million	107,266 Added 25.52%	527,556 $215 Million
Q1 2024 May 15, 2024	BUY	$359.29 - $420.52 $16.8 Million - $19.7 Million	46,895 Added 12.56%	420,290 $177 Million
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $6.07 Million - $6.63 Million	18,291 Added 5.15%	373,395 $133 Million
Q3 2023 Nov 09, 2023	SELL	$340.9 - $370.48 $6.38 Million - $6.93 Million	-18,705 Reduced 5.0%	355,104 $124 Million
Q2 2023 Aug 11, 2023	BUY	$309.07 - $341.0 $14.5 Million - $16 Million	47,007 Added 14.38%	373,809 $127 Million
Q1 2023 May 12, 2023	SELL	$293.51 - $320.37 $16.7 Million - $18.2 Million	-56,878 Reduced 14.82%	326,802 $101 Million
Q4 2022 Jan 31, 2023	SELL	$264.0 - $318.6 $10.6 Million - $12.8 Million	-40,178 Reduced 9.48%	383,680 $119 Million
Q3 2022 Nov 01, 2022	BUY	$264.32 - $306.65 $6.35 Million - $7.36 Million	24,012 Added 6.01%	423,858 $113 Billion
Q2 2022 Aug 12, 2022	BUY	$267.52 - $353.1 $31.4 Million - $41.4 Million	117,306 Added 41.52%	399,846 $109 Million
Q1 2022 Apr 26, 2022	SELL	$300.79 - $359.57 $3.89 Million - $4.65 Million	-12,937 Reduced 4.38%	282,540 $99.7 Million
Q4 2021 Jan 20, 2022	BUY	$273.64 - $300.17 $1.24 Million - $1.36 Million	4,528 Added 1.56%	295,477 $88.3 Million
Q3 2021 Oct 19, 2021	SELL	$272.66 - $291.28 $470,611 - $502,749	-1,726 Reduced 0.59%	290,949 $79.4 Million
Q2 2021 Jul 28, 2021	BUY	$258.2 - $292.52 $700,754 - $793,899	2,714 Added 0.94%	292,675 $81.3 Million
Q1 2021 May 10, 2021	SELL	$227.36 - $263.99 $6.13 Million - $7.12 Million	-26,953 Reduced 8.5%	289,961 $74.1 Million
Q4 2020 Jan 20, 2021	BUY	$200.7 - $233.92 $17.1 Million - $20 Million	85,409 Added 36.89%	316,914 $72.8 Billion
Q3 2020 Nov 12, 2020	BUY	$177.99 - $221.68 $41.2 Million - $51.3 Million	231,505 New	231,505 $49.3 Billion

Others Institutions Holding BRK-B

# of Institutions

4,946

Shares Held

874M

Call Options Held

19.4M

Put Options Held

12.1M

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 $655B

More about BRK-B

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Kestra Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History