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

Spectrum Wealth Advisory Group, LLC

$178 Million
Q3 2024

A detailed history of Spectrum Wealth Advisory Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 514 shares of BRK-B stock, worth $244,956. This represents 0.13% of its overall portfolio holdings.

Number of Shares

514

Previous 625 17.76%

Holding current value

$244,956

Previous $254,000 7.09%

% of portfolio

0.13%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$405.19 - $478.57 $44,976 - $53,121	-111 Reduced 17.76%	514 $236,000
Q2 2023 Jul 20, 2023	BUY	$309.07 - $341.0 $193,168 - $213,125	625 New	625 $213,000
Q2 2021 Jul 27, 2021	SELL	$258.2 - $292.52 $25,820 - $29,252	-100 Reduced 9.43%	960 $267,000
Q4 2020 Jan 19, 2021	SELL	$200.7 - $233.92 $248,868 - $290,060	-1,240 Reduced 53.91%	1,060 $246,000
Q3 2020 Oct 23, 2020	BUY	$177.99 - $221.68 $192,763 - $240,079	1,083 Added 88.99%	2,300 $488,000
Q2 2019 Aug 07, 2019	SELL	$197.42 - $218.6 $34,745 - $38,473	-176 Reduced 12.63%	1,217 $258,000
Q1 2019 May 23, 2019	BUY	$191.66 - $209.19 $266,982 - $291,401	1,393 New	1,393 $280,000

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

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 $620B

More about BRK-B

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