A detailed history of Wealthcare Advisory Partners LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 25,708 shares of BRK-B stock, worth $11.7 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
25,708
Previous 20,756 23.86%
Holding current value
$11.7 Million
Previous $8.44 Million 40.14%
% of portfolio
0.35%
Previous 0.27%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$405.19 - $478.57 $2.01 Million - $2.37 Million
4,952 Added 23.86%
25,708 $11.8 Million
Q2 2024

Aug 09, 2024

BUY
$396.73 - $420.24 $518,922 - $549,673
1,308 Added 6.73%
20,756 $8.44 Million
Q1 2024

Apr 15, 2024

BUY
$359.29 - $420.52 $685,884 - $802,772
1,909 Added 10.88%
19,448 $8.18 Million
Q4 2023

Feb 06, 2024

BUY
$331.71 - $362.68 $192,060 - $209,991
579 Added 3.41%
17,539 $6.26 Million
Q3 2023

Oct 12, 2023

SELL
$340.9 - $370.48 $9,886 - $10,743
-29 Reduced 0.17%
16,960 $5.94 Million
Q2 2023

Jul 17, 2023

SELL
$309.07 - $341.0 $938,027 - $1.03 Million
-3,035 Reduced 15.16%
16,989 $5.79 Million
Q1 2023

May 04, 2023

SELL
$293.51 - $320.37 $201,934 - $220,414
-688 Reduced 3.32%
20,024 $6.18 Million
Q4 2022

Feb 13, 2023

BUY
$264.0 - $318.6 $527,736 - $636,881
1,999 Added 10.68%
20,712 $6.4 Million
Q3 2022

Nov 14, 2022

BUY
$264.32 - $306.65 $203,526 - $236,120
770 Added 4.29%
18,713 $5 Million
Q2 2022

Aug 15, 2022

BUY
$267.52 - $353.1 $1.25 Million - $1.64 Million
4,657 Added 35.05%
17,943 $4.9 Million
Q1 2022

Apr 15, 2022

SELL
$300.79 - $359.57 $101,967 - $121,894
-339 Reduced 2.49%
13,286 $4.69 Million
Q4 2021

Feb 11, 2022

SELL
$273.64 - $300.17 $1.43 Million - $1.57 Million
-5,231 Reduced 27.74%
13,625 $4.07 Million
Q3 2021

Nov 15, 2021

BUY
$272.66 - $291.28 $410,080 - $438,085
1,504 Added 8.67%
18,856 $5.15 Million
Q2 2021

Aug 16, 2021

BUY
$258.2 - $292.52 $416,993 - $472,419
1,615 Added 10.26%
17,352 $4.82 Million
Q1 2021

Apr 30, 2021

BUY
$227.36 - $263.99 $449,263 - $521,644
1,976 Added 14.36%
15,737 $4.02 Million
Q4 2020

Feb 12, 2021

BUY
$200.7 - $233.92 $266,931 - $311,113
1,330 Added 10.7%
13,761 $3.19 Million
Q3 2020

Oct 29, 2020

BUY
$177.99 - $221.68 $263,247 - $327,864
1,479 Added 13.5%
12,431 $2.65 Million
Q2 2020

Jul 29, 2020

BUY
$169.25 - $201.56 $558,186 - $664,744
3,298 Added 43.09%
10,952 $1.96 Million
Q1 2020

Apr 29, 2020

SELL
$162.13 - $230.2 $305,128 - $433,236
-1,882 Reduced 19.74%
7,654 $1.4 Million
Q4 2019

Jan 29, 2020

BUY
$203.1 - $227.05 $42,854 - $47,907
211 Added 2.26%
9,536 $2.16 Million
Q3 2019

Oct 17, 2019

BUY
$195.81 - $215.25 $55,414 - $60,915
283 Added 3.13%
9,325 $1.94 Million
Q2 2019

Jul 30, 2019

BUY
$197.42 - $218.6 $260,002 - $287,896
1,317 Added 17.05%
9,042 $1.93 Million
Q1 2019

May 13, 2019

SELL
$191.66 - $209.19 $91,230 - $99,574
-476 Reduced 5.8%
7,725 $1.55 Million
Q4 2018

Feb 14, 2019

BUY
$187.76 - $223.76 $495,874 - $590,950
2,641 Added 47.5%
8,201 $1.67 Million
Q3 2018

Nov 14, 2018

BUY
$186.02 - $221.68 $168,348 - $200,620
905 Added 19.44%
5,560 $1.19 Million
Q2 2018

Aug 14, 2018

BUY
$184.91 - $201.2 $139,052 - $151,302
752 Added 19.27%
4,655 $869,000
Q1 2018

May 15, 2018

BUY
$191.42 - $217.25 $126,720 - $143,819
662 Added 20.43%
3,903 $779,000
Q4 2017

Feb 14, 2018

BUY
$181.06 - $199.56 $203,330 - $224,105
1,123 Added 53.02%
3,241 $642,000
Q3 2017

Nov 15, 2017

BUY
$173.99 - $183.82 $368,510 - $389,330
2,118
2,118 $388,000

Others Institutions Holding BRK-B

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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