Wespac Advisors So Cal, LLC Berkshire Hathaway Inc Class B Transaction History

Wespac Advisors So Cal, LLC

$426 Million
Q3 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 2,796 shares of BRK-B stock, worth $1.33 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,796

Previous 2,746 1.82%

Holding current value

$1.33 Million

Previous $1.12 Million 15.13%

% of portfolio

0.3%

Previous 0.29%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$405.19 - $478.57 $20,259 - $23,928	50 Added 1.82%	2,796 $1.29 Million
Q1 2024 Apr 18, 2024	BUY	$359.29 - $420.52 $53,893 - $63,078	150 Added 5.78%	2,746 $1.15 Million
Q3 2023 Nov 09, 2023	BUY	$340.9 - $370.48 $102,270 - $111,144	300 Added 13.07%	2,596 $909,000
Q1 2023 May 15, 2023	BUY	$293.51 - $320.37 $44,026 - $48,055	150 Added 6.99%	2,296 $708,000
Q3 2022 Nov 10, 2022	BUY	$264.32 - $306.65 $204,583 - $237,347	774 Added 56.41%	2,146 $633,000
Q4 2021 Feb 03, 2022	SELL	$273.64 - $300.17 $10.2 Million - $11.2 Million	-37,428 Reduced 96.46%	1,372 $431,000
Q4 2021 Feb 02, 2022	BUY	$273.64 - $300.17 $10.2 Million - $11.2 Million	37,385 Added 2642.05%	38,800 $7.84 Million
Q3 2021 Oct 14, 2021	BUY	$272.66 - $291.28 $385,813 - $412,161	1,415 New	1,415 $393,000
Q2 2020 Jul 17, 2020	SELL	$169.25 - $201.56 $720,328 - $857,839	-4,256 Closed	0 $0
Q1 2020 Apr 30, 2020	SELL	$162.13 - $230.2 $48,639 - $69,060	-300 Reduced 6.58%	4,256 $814,000
Q4 2019 Feb 13, 2020	BUY	$203.1 - $227.05 $45,900 - $51,313	226 Added 5.22%	4,556 $1.03 Million
Q3 2019 Oct 17, 2019	SELL	$195.81 - $215.25 $13,706 - $15,067	-70 Reduced 1.59%	4,330 $901,000
Q2 2019 Jul 30, 2019	SELL	$197.42 - $218.6 $19,742 - $21,860	-100 Reduced 2.22%	4,400 $937,000
Q1 2019 May 02, 2019	BUY	$191.66 - $209.19 $34,498 - $37,654	180 Added 4.17%	4,500 $904,000
Q4 2018 Feb 07, 2019	BUY	$187.76 - $223.76 $741,652 - $883,852	3,950 Added 1067.57%	4,320 $882,000
Q3 2018 Oct 22, 2018	BUY	$186.02 - $221.68 $68,827 - $82,021	370 New	370 $79,000
Q2 2018 Jul 13, 2018	SELL	$184.91 - $201.2 $49,925 - $54,324	-270 Closed	0 $0
Q2 2017 Aug 11, 2017	BUY	N/A	270	270 $45,000

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

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Wespac Advisors So Cal, LLC Berkshire Hathaway Inc Class B Transaction History