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

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 16,405 shares of BRK-B stock, worth $6.67 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
16,405
Previous 18,367 10.68%
Holding current value
$6.67 Million
Previous $6.55 Billion 5.31%
% of portfolio
0.8%
Previous 0.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$359.29 - $420.52 $704,926 - $825,060
-1,962 Reduced 10.68%
16,405 $6.9 Billion
Q4 2023

Jan 16, 2024
BUY
$331.71 - $362.68 $4.63 Million - $5.06 Million
13,950 Added 315.83%
18,367 $6.55 Billion
Q3 2023

Oct 23, 2023
SELL
$340.9 - $370.48 $821,228 - $892,486
-2,409 Reduced 35.29%
4,417 $5.67 Billion
Q2 2023

Aug 09, 2023
BUY
$309.07 - $341.0 $2.11 Million - $2.33 Million
6,826 New
6,826 $2.33 Billion

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

BRK-B Quotes by TradingView
  • 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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