Values Added Financial LLC Berkshire Hathaway Inc Class B Transaction History

Values Added Financial LLC

  • $206 Billion
  • Q2 2025

A detailed history of Values Added Financial LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Values Added Financial LLC holds 1,375 shares of BRK-B stock, worth $656,053. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,375
Previous 1,324 3.85%
Holding current value
$656,053
Previous $705 Million 5.28%
% of portfolio
0.32%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$483.48 - $539.8 $24,657 - $27,529
51 Added 3.85%
1,375 $668 Million
Q1 2025

Apr 28, 2025
BUY
$442.66 - $534.52 $4,426 - $5,345
10 Added 0.76%
1,324 $705 Million
Q4 2024

Jan 29, 2025
SELL
$442.29 - $483.08 $11,057 - $12,077
-25 Reduced 1.87%
1,314 $596 Million
Q3 2023

Oct 19, 2023
SELL
$340.9 - $370.48 $24,885 - $27,045
-73 Reduced 5.17%
1,339 $469 Million
Q2 2023

Jul 24, 2023
BUY
$309.07 - $341.0 $436,406 - $481,492
1,412 New
1,412 $481 Million

Others Institutions Holding BRK-B

# of Institutions
5,039
Shares Held
924M
Call Options Held
18.4M
Put Options Held
13.1M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $621B
More about BRK-B
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