Wellspring Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Wellspring Financial Advisors, LLC

$735 Billion
Q2 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 3,190 shares of BRK-B stock, worth $1.46 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,190

Previous 3,125 2.08%

Holding current value

$1.46 Million

Previous $1.31 Billion 1.25%

% of portfolio

0.18%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$396.73 - $420.24 $25,787 - $27,315	65 Added 2.08%	3,190 $1.3 Billion
Q1 2024 May 01, 2024	BUY	$359.29 - $420.52 $130,781 - $153,069	364 Added 13.18%	3,125 $1.31 Billion
Q4 2023 Feb 13, 2024	BUY	$331.71 - $362.68 $193,386 - $211,442	583 Added 26.77%	2,761 $985 Million
Q1 2023 May 12, 2023	SELL	$293.51 - $320.37 $115,936 - $126,546	-395 Reduced 15.35%	2,178 $673 Million
Q4 2022 Feb 13, 2023	BUY	$264.0 - $318.6 $118,800 - $143,370	450 Added 21.2%	2,573 $794,000
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $23,524 - $27,291	89 Added 4.38%	2,123 $567,000
Q2 2022 Aug 12, 2022	SELL	$267.52 - $353.1 $2,942 - $3,884	-11 Reduced 0.54%	2,034 $555,000
Q2 2021 Aug 13, 2021	BUY	$258.2 - $292.52 $22,463 - $25,449	87 Added 4.44%	2,045 $568,000
Q1 2021 May 17, 2021	SELL	$227.36 - $263.99 $33,194 - $38,542	-146 Reduced 6.94%	1,958 $358,000
Q4 2020 Feb 16, 2021	SELL	$200.7 - $233.92 $3,612 - $4,210	-18 Reduced 0.85%	2,104 $488,000
Q3 2020 Nov 13, 2020	BUY	$177.99 - $221.68 $19,400 - $24,163	109 Added 5.41%	2,122 $452,000
Q2 2020 Aug 14, 2020	BUY	$169.25 - $201.56 $9,308 - $11,085	55 Added 2.81%	2,013 $359,000
Q1 2020 May 14, 2020	BUY	$162.13 - $230.2 $317,450 - $450,731	1,958 New	1,958 $358,000

Others Institutions Holding BRK-B

# of Institutions

4,259

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $595B

More about BRK-B

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Wellspring Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History