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 $22.4 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

54,369

Previous 45,513 19.46%

Holding current value

$22.4 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

4,166

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $535B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.

Account

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