Octavia Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 5,734 shares of BRKB stock, worth $0. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,734
Previous 5,806 1.24%
Holding current value
$0
Previous $2.67 Million 2.73%
% of portfolio
0.32%
Previous 0.33%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
N/A
-72 Reduced 1.24%
5,734 $2.6 Million
Q3 2024

Oct 10, 2024
SELL
N/A
-569 Reduced 8.93%
5,806 $2.67 Million
Q2 2024

Aug 01, 2024
BUY
N/A
271 Added 4.44%
6,375 $2.59 Million
Q1 2024

Apr 15, 2024
SELL
N/A
-147 Reduced 2.35%
6,104 $2.57 Million
Q4 2023

Jan 30, 2024
SELL
N/A
-484 Reduced 7.19%
6,251 $2.23 Million
Q3 2023

Oct 30, 2023
BUY
N/A
235 Added 3.62%
6,735 $2.36 Million
Q2 2023

Jul 18, 2023
SELL
N/A
-94 Reduced 1.43%
6,500 $2.22 Million
Q1 2023

Apr 20, 2023
BUY
N/A
225 Added 3.53%
6,594 $2.04 Million
Q4 2022

Jan 19, 2023
SELL
N/A
-6 Reduced 0.09%
6,369 $0
Q3 2022

Oct 17, 2022
SELL
N/A
-194 Reduced 2.95%
6,375 $1.7 Million
Q2 2022

Jul 18, 2022
BUY
N/A
454 Added 7.42%
6,569 $1.8 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-311 Reduced 4.84%
6,115 $2.16 Million
Q4 2021

Jan 28, 2022
BUY
N/A
326 Added 5.34%
6,426 $1.92 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-165 Reduced 2.63%
6,100 $1.66 Million
Q2 2021

Jul 26, 2021
BUY
N/A
19 Added 0.3%
6,265 $1.74 Million
Q1 2021

May 10, 2021
BUY
N/A
3 Added 0.05%
6,246 $1.6 Million
Q4 2020

Feb 12, 2021
BUY
N/A
6,243 New
6,243 $1.45 Million

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email