A detailed history of Valued Wealth Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 243 shares of BRK-B stock, worth $115,806. This represents 0.07% of its overall portfolio holdings.

Number of Shares
243
Previous 192 26.56%
Holding current value
$115,806
Previous $78.1 Million 43.2%
% of portfolio
0.07%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$405.19 - $478.57 $20,664 - $24,407
51 Added 26.56%
243 $112 Million
Q2 2024

Jul 16, 2024

BUY
$396.73 - $420.24 $10,711 - $11,346
27 Added 16.36%
192 $78.1 Million
Q1 2024

Apr 30, 2024

BUY
$359.29 - $420.52 $25,509 - $29,856
71 Added 75.53%
165 $69.4 Million
Q4 2023

Jan 05, 2024

BUY
$331.71 - $362.68 $31,180 - $34,091
94 New
94 $32.9 Million

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 $620B
More about BRK-B
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