West Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q3 2024

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 $130,707. This represents 0.03% of its overall portfolio holdings.

Number of Shares
286
Previous 286 -0.0%
Holding current value
$130,707
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

# of Institutions
4,381
Shares Held
839M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $595B
More about BRK-B
Track This Portfolio

Track West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email