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

Wealth Advisory Solutions, LLC

$357 Million
Q4 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 4,231 shares of BRK-B stock, worth $2 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

4,231

Previous 3,677 15.07%

Holding current value

$2 Million

Previous $1.69 Million 13.3%

% of portfolio

0.54%

Previous 0.47%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$442.29 - $483.08 $245,028 - $267,626	554 Added 15.07%	4,231 $1.92 Million
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

4,551

Shares Held

841M

Call Options Held

21.1M

Put Options Held

12.9M

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 $614B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.

Account

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