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

Roberts Wealth Advisors, LLC

$274 Million
Q2 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 567 shares of BRK-B stock, worth $259,351. This represents 0.08% of its overall portfolio holdings.

Number of Shares

567

Previous 737 23.07%

Holding current value

$259,351

Previous $309,000 25.57%

% of portfolio

0.08%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$396.73 - $420.24 $67,444 - $71,440	-170 Reduced 23.07%	567 $230,000
Q1 2024 Apr 17, 2024	BUY	$359.29 - $420.52 $264,796 - $309,923	737 New	737 $309,000
Q3 2023 Oct 17, 2023	SELL	$340.9 - $370.48 $5,795 - $6,298	-17 Reduced 1.51%	1,111 $389,000
Q2 2023 Jul 12, 2023	SELL	$309.07 - $341.0 $88,394 - $97,526	-286 Reduced 20.23%	1,128 $384,000
Q1 2023 Apr 11, 2023	SELL	$293.51 - $320.37 $4,402 - $4,805	-15 Reduced 1.05%	1,414 $436,000
Q4 2022 Jan 10, 2023	SELL	$264.0 - $318.6 $9,240 - $11,151	-35 Reduced 2.39%	1,429 $0
Q4 2021 Jan 12, 2022	SELL	$273.64 - $300.17 $1,368 - $1,500	-5 Reduced 0.34%	1,464 $440,000
Q3 2021 Oct 12, 2021	BUY	$272.66 - $291.28 $400,537 - $427,890	1,469 New	1,469 $401,000

Others Institutions Holding BRK-B

# of Institutions

4,261

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $595B

More about BRK-B

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