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

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 482 shares of BRKB stock, worth $0. This represents 0.07% of its overall portfolio holdings.

Number of Shares
482
Previous 612 21.24%
Holding current value
$0
Previous $281,000 22.42%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Jan 16, 2025
SELL
N/A
-130 Reduced 21.24%
482 $218,000
Q3 2024

Oct 15, 2024
BUY
N/A
45 Added 7.94%
612 $281,000
Q2 2024

Aug 13, 2024
SELL
N/A
-170 Reduced 23.07%
567 $230,000
Q1 2024

Apr 17, 2024
BUY
N/A
737 New
737 $309,000
Q3 2023

Oct 17, 2023
SELL
N/A
-17 Reduced 1.51%
1,111 $389,000
Q2 2023

Jul 12, 2023
SELL
N/A
-286 Reduced 20.23%
1,128 $384,000
Q1 2023

Apr 11, 2023
SELL
N/A
-15 Reduced 1.05%
1,414 $436,000
Q4 2022

Jan 10, 2023
SELL
N/A
-35 Reduced 2.39%
1,429 $0
Q4 2021

Jan 12, 2022
SELL
N/A
-5 Reduced 0.34%
1,464 $440,000
Q3 2021

Oct 12, 2021
BUY
N/A
1,469 New
1,469 $401,000

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
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