True Private Wealth Advisors Berkshire Hathaway Inc Class B Transaction History

True Private Wealth Advisors

$857 Million
Q1 2024

A detailed history of True Private Wealth Advisors transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, True Private Wealth Advisors holds 15,756 shares of BRK-B stock, worth $6.41 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

15,756

Previous 17,642 10.69%

Holding current value

$6.41 Million

Previous $6.29 Million 5.29%

% of portfolio

0.77%

Previous 0.81%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	SELL	$359.29 - $420.52 $677,620 - $793,100	-1,886 Reduced 10.69%	15,756 $6.63 Million
Q4 2023 Jan 30, 2024	BUY	$331.71 - $362.68 $338,012 - $369,570	1,019 Added 6.13%	17,642 $6.29 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $132,610 - $144,116	389 Added 2.4%	16,623 $5.82 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $309 - $341	-1 Reduced 0.01%	16,234 $5.54 Million
Q1 2023 May 11, 2023	BUY	$293.51 - $320.37 $57,527 - $62,792	196 Added 1.22%	16,235 $5.01 Million

Q4 2022 Feb 14, 2023	BUY	$264.0 - $318.6 $163,680 - $197,532	620 Added 4.02%	16,039 $4.95 Million
Q3 2022 Nov 04, 2022	BUY	$264.32 - $306.65 $328,549 - $381,165	1,243 Added 8.77%	15,419 $4.12 Million
Q2 2022 Jul 28, 2022	BUY	$267.52 - $353.1 $203,582 - $268,709	761 Added 5.67%	14,176 $3.87 Million
Q1 2022 May 09, 2022	SELL	$300.79 - $359.57 $108,585 - $129,804	-361 Reduced 2.62%	13,415 $4.38 Million
Q4 2021 Feb 11, 2022	BUY	$273.64 - $300.17 $146,397 - $160,590	535 Added 4.04%	13,776 $4.12 Million
Q3 2021 Nov 05, 2021	SELL	$272.66 - $291.28 $545 - $582	-2 Reduced 0.02%	13,241 $3.61 Million
Q2 2021 Aug 10, 2021	SELL	$258.2 - $292.52 $122,903 - $139,239	-476 Reduced 3.47%	13,243 $3.68 Million
Q1 2021 May 12, 2021	BUY	$227.36 - $263.99 $2.21 Million - $2.56 Million	9,707 Added 241.95%	13,719 $3.51 Million
Q4 2020 Jan 11, 2021	BUY	$200.7 - $233.92 $6,823 - $7,953	34 Added 0.85%	4,012 $930,000
Q3 2020 Oct 09, 2020	SELL	$177.99 - $221.68 $22,960 - $28,596	-129 Reduced 3.14%	3,978 $847,000
Q1 2020 Apr 20, 2020	SELL	$162.13 - $230.2 $203,148 - $288,440	-1,253 Reduced 23.38%	4,107 $750,000
Q4 2019 Jan 27, 2020	SELL	$203.1 - $227.05 $4,062 - $4,541	-20 Reduced 0.37%	5,360 $1.21 Million
Q3 2019 Oct 09, 2019	SELL	$195.81 - $215.25 $23,497 - $25,830	-120 Reduced 2.18%	5,380 $1.12 Million
Q2 2019 Aug 01, 2019	BUY	$197.42 - $218.6 $49,157 - $54,431	249 Added 4.74%	5,500 $1.17 Million
Q1 2019 Apr 25, 2019	BUY	$191.66 - $209.19 $173,260 - $189,107	904 Added 20.8%	5,251 $1.05 Million
Q4 2018 Jan 14, 2019	BUY	$187.76 - $223.76 $46,188 - $55,044	246 Added 6.0%	4,347 $887,000
Q3 2018 Oct 18, 2018	BUY	$186.02 - $221.68 $5,952 - $7,093	32 Added 0.79%	4,101 $0
Q2 2018 Jul 13, 2018	BUY	$184.91 - $201.2 $84,318 - $91,747	456 Added 12.62%	4,069 $759,000
Q1 2018 Apr 25, 2018	BUY	$191.42 - $217.25 $119,637 - $135,781	625 Added 20.92%	3,613 $720,000
Q4 2017 Jan 19, 2018	BUY	$181.06 - $199.56 $189,569 - $208,939	1,047 Added 53.94%	2,988 $592,000
Q3 2017 Oct 27, 2017	BUY	$173.99 - $183.82 $3,479 - $3,676	20 Added 1.04%	1,941 $355,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,921	1,921 $325,000

Others Institutions Holding BRK-B

# of Institutions

4,161

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $529B

More about BRK-B

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True Private Wealth Advisors Berkshire Hathaway Inc Class B Transaction History