Wescott Financial Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 10,297 shares of BRK-B stock, worth $4.73 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

10,297

Previous 10,297 -0.0%

Holding current value

$4.73 Million

Previous $4.19 Million 13.16%

% of portfolio

0.58%

Previous 0.55%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$396.73 - $420.24 $2.83 Million - $3 Million	7,143 Added 226.47%	10,297 $4.19 Million
Q1 2024 May 13, 2024	SELL	$359.29 - $420.52 $51,737 - $60,554	-144 Reduced 4.37%	3,154 $1.33 Million
Q4 2023 Feb 13, 2024	SELL	$331.71 - $362.68 $1,326 - $1,450	-4 Reduced 0.12%	3,298 $1.18 Million
Q3 2023 Nov 09, 2023	BUY	$340.9 - $370.48 $1,363 - $1,481	4 Added 0.12%	3,302 $1.16 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $17,616 - $19,437	-57 Reduced 1.7%	3,298 $1.12 Million
Q1 2023 May 10, 2023	BUY	$293.51 - $320.37 $24,067 - $26,270	82 Added 2.51%	3,355 $1.04 Million
Q4 2022 Feb 06, 2023	BUY	$264.0 - $318.6 $62,568 - $75,508	237 Added 7.81%	3,273 $1.01 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $57,093 - $66,236	216 Added 7.66%	3,036 $811,000
Q2 2022 Jul 28, 2022	BUY	$267.52 - $353.1 $38,255 - $50,493	143 Added 5.34%	2,820 $770,000
Q1 2022 May 16, 2022	BUY	$300.79 - $359.57 $507,432 - $606,594	1,687 Added 170.4%	2,677 $945,000
Q4 2021 Jan 31, 2022	SELL	$273.64 - $300.17 $215,628 - $236,533	-788 Reduced 44.32%	990 $296,000
Q3 2021 Oct 29, 2021	BUY	$272.66 - $291.28 $41,716 - $44,565	153 Added 9.42%	1,778 $485,000
Q2 2021 Aug 10, 2021	SELL	$258.2 - $292.52 $4,389 - $4,972	-17 Reduced 1.04%	1,625 $452,000
Q1 2021 Jun 25, 2021	BUY	$227.36 - $263.99 $86,851 - $100,844	382 Added 30.32%	1,642 $419,000
Q4 2020 Jun 25, 2021	BUY	$200.7 - $233.92 $252,882 - $294,739	1,260 New	1,260 $292,000

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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Wescott Financial Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History