West Chester Capital Advisors, Inc Berkshire Hathaway Inc Class B Transaction History

West Chester Capital Advisors, Inc

$52.2 Million
Q3 2023

A detailed history of West Chester Capital Advisors, Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 5,166 shares of BRK-B stock, worth $2.1 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

5,166

Previous 5,261 1.81%

Holding current value

$2.1 Million

Previous $1.79 Million 0.84%

% of portfolio

3.47%

Previous 3.52%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	SELL	$340.9 - $370.48 $32,385 - $35,195	-95 Reduced 1.81%	5,166 $1.81 Million
Q2 2023 Aug 14, 2023	SELL	$309.07 - $341.0 $154,535 - $170,500	-500 Reduced 8.68%	5,261 $1.79 Million
Q3 2022 Oct 31, 2022	SELL	$264.32 - $306.65 $3,964 - $4,599	-15 Reduced 0.26%	5,761 $1.54 Million
Q2 2022 Jul 28, 2022	SELL	$267.52 - $353.1 $49,223 - $64,970	-184 Reduced 3.09%	5,776 $1.58 Million
Q1 2022 May 03, 2022	BUY	$300.79 - $359.57 $1.48 Million - $1.77 Million	4,915 Added 470.33%	5,960 $2.1 Million

Q3 2021 Nov 05, 2021	SELL	$272.66 - $291.28 $29,719 - $31,749	-109 Reduced 9.45%	1,045 $285,000
Q1 2021 May 04, 2021	SELL	$227.36 - $263.99 $95,718 - $111,139	-421 Reduced 26.73%	1,154 $295,000
Q4 2020 Feb 03, 2021	BUY	$200.7 - $233.92 $29,101 - $33,918	145 Added 10.14%	1,575 $365,000
Q1 2019 Apr 24, 2019	SELL	$191.66 - $209.19 $14,949 - $16,316	-78 Reduced 5.17%	1,430 $287,000
Q4 2018 Feb 07, 2019	BUY	$187.76 - $223.76 $751 - $895	4 Added 0.27%	1,508 $308,000
Q2 2018 Jul 25, 2018	SELL	$184.91 - $201.2 $4,622 - $5,030	-25 Reduced 1.64%	1,504 $281,000
Q4 2017 Feb 12, 2018	BUY	$181.06 - $199.56 $276,840 - $305,127	1,529	1,529 $295,000

Others Institutions Holding BRK-B

# of Institutions

4,163

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $530B

More about BRK-B

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West Chester Capital Advisors, Inc Berkshire Hathaway Inc Class B Transaction History