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 51,880 shares of BRK-B stock, worth $23.6 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
51,880
Previous 51,298 1.13%
Holding current value
$23.6 Million
Previous $21.6 Million 2.16%
% of portfolio
0.27%
Previous 0.29%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $592B
More about BRK-B
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