Wellspring Financial Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Wellspring Financial Advisors, LLC

  • $838 Billion
  • Q3 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 3,120 shares of BRKB stock, worth $0. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,120
Previous 3,190 2.19%
Holding current value
$0
Previous $1.3 Billion 10.66%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Nov 13, 2024
SELL
N/A
-70 Reduced 2.19%
3,120 $1.44 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
65 Added 2.08%
3,190 $1.3 Billion
Q1 2024

May 01, 2024
BUY
N/A
364 Added 13.18%
3,125 $1.31 Billion
Q4 2023

Feb 13, 2024
BUY
N/A
583 Added 26.77%
2,761 $985 Million
Q1 2023

May 12, 2023
SELL
N/A
-395 Reduced 15.35%
2,178 $673 Million
Q4 2022

Feb 13, 2023
BUY
N/A
450 Added 21.2%
2,573 $794,000
Q3 2022

Nov 14, 2022
BUY
N/A
89 Added 4.38%
2,123 $567,000
Q2 2022

Aug 12, 2022
SELL
N/A
-11 Reduced 0.54%
2,034 $555,000
Q2 2021

Aug 13, 2021
BUY
N/A
87 Added 4.44%
2,045 $568,000
Q1 2021

May 17, 2021
SELL
N/A
-146 Reduced 6.94%
1,958 $358,000
Q4 2020

Feb 16, 2021
SELL
N/A
-18 Reduced 0.85%
2,104 $488,000
Q3 2020

Nov 13, 2020
BUY
N/A
109 Added 5.41%
2,122 $452,000
Q2 2020

Aug 14, 2020
BUY
N/A
55 Added 2.81%
2,013 $359,000
Q1 2020

May 14, 2020
BUY
N/A
1,958 New
1,958 $358,000

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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