A detailed history of West Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, West Financial Advisors, LLC holds 286 shares of BRK-B stock, worth $135,009. This represents 0.03% of its overall portfolio holdings.

Number of Shares
286
Previous 286 -0.0%
Holding current value
$135,009
Previous $116,000 12.93%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$359.29 - $420.52 $8,982 - $10,513
25 Added 9.58%
286 $120,000
Q2 2023

Jul 07, 2023

SELL
$309.07 - $341.0 $145,571 - $160,611
-471 Reduced 64.34%
261 $89,000
Q1 2023

Apr 18, 2023

BUY
$293.51 - $320.37 $138,243 - $150,894
471 Added 180.46%
732 $226,000
Q3 2022

Oct 11, 2022

BUY
$264.32 - $306.65 $68,987 - $80,035
261 New
261 $70,000

Others Institutions Holding BRK-B

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 $614B
More about BRK-B
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