Polaris Wealth Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 54,369 shares of BRK-B stock, worth $25.8 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

54,369

Previous 45,513 19.46%

Holding current value

$25.8 Million

Previous $15.5 Million 22.72%

% of portfolio

1.46%

Previous 1.2%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$340.9 - $370.48 $3.02 Million - $3.28 Million	8,856 Added 19.46%	54,369 $19 Million
Q2 2023 Aug 07, 2023	SELL	$309.07 - $341.0 $1.5 Million - $1.65 Million	-4,843 Reduced 9.62%	45,513 $15.5 Million
Q1 2023 May 03, 2023	BUY	$293.51 - $320.37 $7.26 Million - $7.92 Million	24,721 Added 96.43%	50,356 $15.5 Million
Q4 2022 Jan 19, 2023	BUY	$264.0 - $318.6 $5.98 Million - $7.22 Million	22,668 Added 764.0%	25,635 $0
Q3 2022 Oct 12, 2022	SELL	$264.32 - $306.65 $26,432 - $30,664	-100 Reduced 3.26%	2,967 $792,000
Q4 2021 Jan 26, 2022	BUY	$273.64 - $300.17 $13,682 - $15,008	50 Added 1.66%	3,067 $917,000
Q3 2021 Oct 18, 2021	BUY	$272.66 - $291.28 $57,531 - $61,460	211 Added 7.52%	3,017 $854,000
Q2 2021 Jul 23, 2021	SELL	$258.2 - $292.52 $59,902 - $67,864	-232 Reduced 7.64%	2,806 $786,000
Q1 2021 Apr 19, 2021	BUY	$227.36 - $263.99 $20,462 - $23,759	90 Added 3.05%	3,038 $808,000
Q3 2020 Oct 15, 2020	SELL	$177.99 - $221.68 $37,733 - $46,996	-212 Reduced 6.71%	2,948 $626,000
Q2 2020 Jul 13, 2020	SELL	$169.25 - $201.56 $33,850 - $40,312	-200 Reduced 5.95%	3,160 $562,000
Q1 2020 Apr 09, 2020	SELL	$162.13 - $230.2 $16,213 - $23,020	-100 Reduced 2.89%	3,360 $614,000
Q4 2019 Jan 29, 2020	SELL	$203.1 - $227.05 $8,936 - $9,990	-44 Reduced 1.26%	3,460 $795,000
Q3 2019 Oct 09, 2019	BUY	$195.81 - $215.25 $89,485 - $98,369	457 Added 15.0%	3,504 $712,000
Q2 2019 Jul 25, 2019	SELL	$197.42 - $218.6 $1,974 - $2,186	-10 Reduced 0.33%	3,047 $654,000
Q1 2019 Apr 09, 2019	SELL	$191.66 - $209.19 $13,416 - $14,643	-70 Reduced 2.24%	3,057 $627,000
Q4 2018 Jan 17, 2019	SELL	$187.76 - $223.76 $5.49 Million - $6.54 Million	-29,241 Reduced 90.34%	3,127 $638,000
Q3 2018 Oct 19, 2018	BUY	$186.02 - $221.68 $6 Million - $7.15 Million	32,271 Added 33269.07%	32,368 $6.93 Million
Q2 2018 Jul 09, 2018	SELL	$184.91 - $201.2 $792,709 - $862,544	-4,287 Reduced 97.79%	97 $19,000
Q1 2018 Apr 09, 2018	SELL	$191.42 - $217.25 $8,805 - $9,993	-46 Reduced 1.04%	4,384 $875,000
Q4 2017 Feb 13, 2018	SELL	$181.06 - $199.56 $5,431 - $5,986	-30 Reduced 0.67%	4,430 $878,000
Q3 2017 Nov 01, 2017	SELL	$173.99 - $183.82 $8,699 - $9,191	-50 Reduced 1.11%	4,460 $818,000
Q2 2017 Aug 09, 2017	BUY	N/A	4,510	4,510 $764,000

Others Institutions Holding BRK-B

# of Institutions

4,534

Shares Held

841M

Call Options Held

21.1M

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 $616B

More about BRK-B

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Polaris Wealth Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History