Wealth Advisory Solutions, LLC Berkshire Hathaway Inc Class B Transaction History

Wealth Advisory Solutions, LLC

$363 Million
Q3 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 3,677 shares of BRK-B stock, worth $1.67 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

3,677

Previous 3,463 6.18%

Holding current value

$1.67 Million

Previous $1.41 Million 20.17%

% of portfolio

0.47%

Previous 0.38%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$405.19 - $478.57 $86,710 - $102,413	214 Added 6.18%	3,677 $1.69 Million
Q2 2024 Jul 26, 2024	BUY	$396.73 - $420.24 $73,395 - $77,744	185 Added 5.64%	3,463 $1.41 Million
Q1 2024 Apr 23, 2024	BUY	$359.29 - $420.52 $144,434 - $169,049	402 Added 13.98%	3,278 $1.38 Million
Q4 2023 Feb 08, 2024	SELL	$331.71 - $362.68 $228,548 - $249,886	-689 Reduced 19.33%	2,876 $1.03 Million
Q3 2023 Feb 07, 2024	BUY	$340.9 - $370.48 $1.22 Million - $1.32 Million	3,565 New	3,565 $1.25 Million
Q1 2023 May 15, 2023	BUY	$293.51 - $320.37 $36,688 - $40,046	125 Added 3.68%	3,522 $1.09 Million
Q4 2022 Feb 10, 2023	SELL	$264.0 - $318.6 $141,504 - $170,769	-536 Reduced 13.63%	3,397 $1.05 Million
Q3 2022 Nov 16, 2022	SELL	$264.32 - $306.65 $161,235 - $187,056	-610 Reduced 13.43%	3,933 $1.05 Million
Q2 2022 Aug 05, 2022	SELL	$267.52 - $353.1 $138,307 - $182,552	-517 Reduced 10.22%	4,543 $1.24 Million
Q1 2022 May 16, 2022	BUY	$300.79 - $359.57 $9,023 - $10,787	30 Added 0.6%	5,060 $1.79 Million
Q3 2021 Nov 03, 2021	SELL	$272.66 - $291.28 $55,622 - $59,421	-204 Reduced 3.9%	5,030 $1.37 Million
Q2 2021 Jul 21, 2021	SELL	$258.2 - $292.52 $1.8 Million - $2.04 Million	-6,977 Reduced 57.14%	5,234 $1.46 Million
Q1 2021 May 17, 2021	BUY	$227.36 - $263.99 $2.78 Million - $3.22 Million	12,211 New	12,211 $3.12 Million
Q1 2021 May 13, 2021	SELL	$227.36 - $263.99 $1.06 Million - $1.23 Million	-4,671 Closed	0 $0
Q4 2020 Jan 28, 2021	SELL	$200.7 - $233.92 $5,418 - $6,315	-27 Reduced 0.57%	4,671 $1.08 Million
Q3 2020 Dec 29, 2020	BUY	$177.99 - $221.68 $423,972 - $528,041	2,382 Added 102.85%	4,698 $999,000
Q2 2020 Dec 23, 2020	SELL	$169.25 - $201.56 $179,066 - $213,250	-1,058 Reduced 31.36%	2,316 $413,000
Q1 2020 Dec 18, 2020	SELL	$162.13 - $230.2 $2.03 Million - $2.89 Million	-12,536 Reduced 78.79%	3,374 $615,000
Q4 2019 Jan 27, 2021	BUY	$203.1 - $227.05 $3.23 Million - $3.61 Million	15,910 New	15,910 $3.6 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

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 $590B

More about BRK-B

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Wealth Advisory Solutions, LLC Berkshire Hathaway Inc Class B Transaction History