A detailed history of Tru Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 6,011 shares of BRK-B stock, worth $2.72 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,011
Previous 5,826 3.18%
Holding current value
$2.72 Million
Previous $2.45 Million 0.16%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Jul 16, 2024

BUY
$396.73 - $420.24 $73,395 - $77,744
185 Added 3.18%
6,011 $2.45 Million
Q1 2024

Apr 15, 2024

SELL
$359.29 - $420.52 $133,655 - $156,433
-372 Reduced 6.0%
5,826 $2.45 Million
Q4 2023

Jan 10, 2024

BUY
$331.71 - $362.68 $25,209 - $27,563
76 Added 1.24%
6,198 $2.21 Million
Q3 2023

Oct 10, 2023

SELL
$340.9 - $370.48 $101,588 - $110,403
-298 Reduced 4.64%
6,122 $2.14 Million
Q2 2023

Aug 04, 2023

BUY
$309.07 - $341.0 $19,471 - $21,483
63 Added 0.99%
6,420 $2.19 Million
Q1 2023

Apr 25, 2023

SELL
$293.51 - $320.37 $153,212 - $167,233
-522 Reduced 7.59%
6,357 $1.96 Million
Q4 2022

Jan 27, 2023

SELL
$264.0 - $318.6 $44,616 - $53,843
-169 Reduced 2.4%
6,879 $0
Q3 2022

Oct 24, 2022

SELL
$264.32 - $306.65 $802,739 - $931,296
-3,037 Reduced 30.11%
7,048 $1.88 Million
Q2 2022

Jul 22, 2022

BUY
$267.52 - $353.1 $2.22 Million - $2.93 Million
8,294 Added 463.09%
10,085 $2.75 Million
Q1 2022

Apr 27, 2022

BUY
$300.79 - $359.57 $16,844 - $20,135
56 Added 3.23%
1,791 $632,000
Q4 2021

Jan 19, 2022

SELL
$273.64 - $300.17 $27,364 - $30,017
-100 Reduced 5.45%
1,735 $519,000
Q3 2021

Oct 29, 2021

BUY
$272.66 - $291.28 $213,492 - $228,072
783 Added 74.43%
1,835 $501,000
Q2 2021

Jul 29, 2021

BUY
$258.2 - $292.52 $58,095 - $65,817
225 Added 27.21%
1,052 $292,000
Q1 2021

May 10, 2021

SELL
$227.36 - $263.99 $46,154 - $53,589
-203 Reduced 19.71%
827 $211,000
Q4 2020

Jan 26, 2021

BUY
$200.7 - $233.92 $206,721 - $240,937
1,030 New
1,030 $239,000

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 $589B
More about BRK-B
Track This Portfolio

Track Tru Wealth Advisors, LLC Portfolio

Follow Tru 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 Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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