Wealthspire Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 60,343 shares of BRK-B stock, worth $27.7 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

60,343

Previous 51,880 16.31%

Holding current value

$27.7 Million

Previous $21.1 Million 31.6%

% of portfolio

0.29%

Previous 0.27%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$405.19 - $478.57 $3.43 Million - $4.05 Million	8,463 Added 16.31%	60,343 $27.8 Million
Q2 2024 Aug 08, 2024	BUY	$396.73 - $420.24 $230,896 - $244,579	582 Added 1.13%	51,880 $21.1 Million
Q1 2024 May 06, 2024	SELL	$359.29 - $420.52 $578,097 - $676,616	-1,609 Reduced 3.04%	51,298 $21.6 Million
Q4 2023 Feb 06, 2024	SELL	$331.71 - $362.68 $243,143 - $265,844	-733 Reduced 1.37%	52,907 $18.9 Million
Q3 2023 Nov 06, 2023	BUY	$340.9 - $370.48 $5.34 Million - $5.8 Million	15,657 Added 41.22%	53,640 $18.8 Million
Q2 2023 Jul 31, 2023	BUY	$309.07 - $341.0 $607,013 - $669,724	1,964 Added 5.45%	37,983 $13 Million
Q1 2023 May 09, 2023	SELL	$293.51 - $320.37 $786,606 - $858,591	-2,680 Reduced 6.93%	36,019 $11.1 Million
Q4 2022 Feb 13, 2023	BUY	$264.0 - $318.6 $1.08 Million - $1.3 Million	4,085 Added 11.8%	38,699 $12 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $24,053 - $27,905	91 Added 0.26%	34,614 $9.24 Million
Q2 2022 Aug 09, 2022	BUY	$267.52 - $353.1 $3.39 Million - $4.48 Million	12,681 Added 58.06%	34,523 $9.43 Million
Q1 2022 May 09, 2022	SELL	$300.79 - $359.57 $1.41 Million - $1.69 Million	-4,690 Reduced 17.68%	21,842 $7.71 Million
Q4 2021 Feb 14, 2022	SELL	$273.64 - $300.17 $1.69 Million - $1.85 Million	-6,158 Reduced 18.84%	26,532 $7.93 Million
Q3 2021 Nov 15, 2021	BUY	$272.66 - $291.28 $3 Million - $3.2 Million	10,993 Added 50.67%	32,690 $8.92 Million
Q2 2021 Aug 13, 2021	SELL	$258.2 - $292.52 $6.71 Million - $7.61 Million	-26,001 Reduced 54.51%	21,697 $6.03 Million
Q1 2021 May 17, 2021	BUY	$227.36 - $263.99 $2.64 Million - $3.07 Million	11,626 Added 32.23%	47,698 $12.2 Million
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $3.94 Million - $4.6 Million	19,653 Added 119.7%	36,072 $8.36 Million
Q3 2020 Nov 16, 2020	BUY	$177.99 - $221.68 $852,394 - $1.06 Million	4,789 Added 41.18%	16,419 $3.5 Million
Q2 2020 Aug 14, 2020	SELL	$169.25 - $201.56 $6.65 Million - $7.92 Million	-39,290 Reduced 77.16%	11,630 $2.08 Million
Q1 2020 May 12, 2020	BUY	$162.13 - $230.2 $7.14 Million - $10.1 Million	44,028 Added 638.83%	50,920 $9.31 Million
Q4 2019 Feb 14, 2020	BUY	$203.1 - $227.05 $288,402 - $322,411	1,420 Added 25.95%	6,892 $1.56 Million
Q3 2019 Nov 12, 2019	BUY	$195.81 - $215.25 $741,924 - $815,582	3,789 Added 225.13%	5,472 $1.14 Million
Q2 2019 Aug 13, 2019	BUY	$197.42 - $218.6 $332,257 - $367,903	1,683 New	1,683 $359,000
Q1 2019 May 08, 2019	SELL	$191.66 - $209.19 $287,873 - $314,203	-1,502 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$187.76 - $223.76 $282,015 - $336,087	1,502 New	1,502 $307,000

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 $597B

More about BRK-B

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Wealthspire Advisors, LLC Berkshire Hathaway Inc Class B Transaction History