A detailed history of West Financial Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, West Financial Advisors, LLC holds 386 shares of BRKB stock, worth $0. This represents 0.03% of its overall portfolio holdings.

Number of Shares
386
Previous 286 34.97%
Holding current value
$0
Previous $131,000 32.82%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
N/A
100 Added 34.97%
386 $174,000
Q1 2024

Apr 11, 2024

BUY
N/A
25 Added 9.58%
286 $120,000
Q2 2023

Jul 07, 2023

SELL
N/A
-471 Reduced 64.34%
261 $89,000
Q1 2023

Apr 18, 2023

BUY
N/A
471 Added 180.46%
732 $226,000
Q3 2022

Oct 11, 2022

BUY
N/A
261 New
261 $70,000

Others Institutions Holding BRKB

About BERKSHIRE HATHWY INC(HLDG CO)B


  • Ticker BRKB
More about BRKB
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.