A detailed history of Strata Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 81,368 shares of BRK-B stock, worth $37.4 Million. This represents 11.4% of its overall portfolio holdings.

Number of Shares
81,368
Previous 81,687 0.39%
Holding current value
$37.4 Million
Previous $34.4 Billion 3.64%
% of portfolio
11.4%
Previous 12.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$396.73 - $420.24 $126,556 - $134,056
-319 Reduced 0.39%
81,368 $33.1 Billion
Q1 2024

Apr 17, 2024

BUY
$359.29 - $420.52 $826,007 - $966,775
2,299 Added 2.9%
81,687 $34.4 Billion
Q4 2023

Jan 31, 2024

BUY
$331.71 - $362.68 $1.02 Million - $1.12 Million
3,076 Added 4.03%
79,388 $28.3 Billion
Q3 2023

Oct 26, 2023

BUY
$340.9 - $370.48 $700,549 - $761,336
2,055 Added 2.77%
76,312 $26.7 Billion
Q1 2023

May 10, 2023

SELL
$293.51 - $320.37 $324,915 - $354,649
-1,107 Reduced 1.47%
74,257 $22.9 Billion
Q4 2022

Apr 28, 2023

BUY
$264.0 - $318.6 $19.9 Million - $24 Million
75,364 New
75,364 $23.3 Billion

Others Institutions Holding BRK-B

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 $599B
More about BRK-B
Track This Portfolio

Track Strata Wealth Advisors, LLC Portfolio

Follow Strata Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Strata Wealth Advisors, LLC with notifications on news.