Visionary Wealth Advisors Berkshire Hathaway Inc Class B Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Visionary Wealth Advisors holds 26,367 shares of BRK-B stock, worth $12.6 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

26,367

Previous 22,251 18.5%

Holding current value

$12.6 Million

Previous $9.05 Million 34.07%

% of portfolio

0.77%

Previous 0.62%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$405.19 - $478.57 $1.67 Million - $1.97 Million	4,116 Added 18.5%	26,367 $12.1 Million
Q2 2024 Aug 13, 2024	BUY	$396.73 - $420.24 $3.08 Million - $3.26 Million	7,759 Added 53.54%	22,251 $9.05 Million
Q1 2024 May 15, 2024	BUY	$359.29 - $420.52 $119,284 - $139,612	332 Added 2.34%	14,492 $6.09 Million
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $497,896 - $544,382	1,501 Added 11.86%	14,160 $5.05 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $600,665 - $652,785	1,762 Added 16.17%	12,659 $4.43 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $84,685 - $93,434	-274 Reduced 2.45%	10,897 $3.72 Million
Q1 2023 May 15, 2023	BUY	$293.51 - $320.37 $145,287 - $158,583	495 Added 4.64%	11,171 $3.45 Million
Q4 2022 Feb 13, 2023	BUY	$264.0 - $318.6 $101,112 - $122,023	383 Added 3.72%	10,676 $3.3 Million
Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $773,400 - $897,257	-2,926 Reduced 22.13%	10,293 $2.75 Million
Q2 2022 Aug 12, 2022	BUY	$267.52 - $353.1 $31,567 - $41,665	118 Added 0.9%	13,219 $3.61 Million
Q1 2022 May 12, 2022	BUY	$300.79 - $359.57 $315,829 - $377,548	1,050 Added 8.71%	13,101 $4.62 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $3.3 Million - $3.62 Million	12,051 New	12,051 $3.6 Million
Q3 2021 Nov 12, 2021	SELL	$272.66 - $291.28 $2.97 Million - $3.17 Million	-10,883 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$258.2 - $292.52 $250,970 - $284,329	972 Added 9.81%	10,883 $3.03 Million
Q1 2021 May 18, 2021	BUY	$227.36 - $263.99 $35,013 - $40,654	154 Added 1.58%	9,911 $2.53 Million
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $1.96 Million - $2.28 Million	9,757 New	9,757 $2.26 Million
Q3 2020 Nov 16, 2020	SELL	$177.99 - $221.68 $1.4 Million - $1.74 Million	-7,843 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$169.25 - $201.56 $90,887 - $108,237	537 Added 7.35%	7,843 $1.4 Million
Q1 2020 May 15, 2020	BUY	$162.13 - $230.2 $137,810 - $195,670	850 Added 13.17%	7,306 $1.34 Million
Q4 2019 Feb 14, 2020	BUY	$203.1 - $227.05 $1.31 Million - $1.47 Million	6,456 New	6,456 $1.46 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $620B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors Berkshire Hathaway Inc Class B Transaction History