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
5,038
Shares Held
924M
Call Options Held
17.4M
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
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial 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 Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email