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

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 9,986 shares of BRKB stock, worth $0. This represents 0.36% of its overall portfolio holdings.

Number of Shares

9,986

Holding current value

% of portfolio

0.36%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	N/A	9,986 New	9,986 $4.53 Million
Q2 2024 Jul 12, 2024	BUY	N/A	9,957 New	9,957 $4.05 Million
Q4 2023 Feb 14, 2024	BUY	N/A	4,581 Added 121.64%	8,347 $2.98 Million
Q3 2023 Nov 07, 2023	BUY	N/A	85 Added 2.31%	3,766 $1.32 Million
Q2 2023 Aug 10, 2023	SELL	N/A	-348 Reduced 8.64%	3,681 $1.26 Million
Q1 2023 May 05, 2023	SELL	N/A	-8 Reduced 0.2%	4,029 $1.24 Million
Q4 2022 Feb 06, 2023	BUY	N/A	468 Added 13.11%	4,037 $1.25 Million
Q3 2022 Nov 08, 2022	BUY	N/A	101 Added 2.91%	3,569 $953,000
Q2 2022 Aug 11, 2022	BUY	N/A	990 Added 39.95%	3,468 $947,000
Q1 2022 Aug 11, 2022	SELL	N/A	-4,802 Reduced 65.96%	2,478 $875,000
Q1 2022 Apr 20, 2022	BUY	N/A	13 Added 0.18%	7,280 $2.57 Million
Q4 2021 Feb 07, 2022	BUY	N/A	3,848 Added 112.55%	7,267 $2.17 Million
Q3 2021 Dec 10, 2021	BUY	N/A	749 Added 28.05%	3,419 $933,000
Q4 2020 Feb 16, 2021	BUY	N/A	2,670 New	2,670 $619,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

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