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 $4.91 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

10,297

Previous 10,297 -0.0%

Holding current value

$4.91 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

4,376

Shares Held

841M

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 $620B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

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