Westover Capital Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Westover Capital Advisors, LLC

$513 Million
Q3 2024

A detailed history of Westover Capital Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 1,082 shares of BRK-B stock, worth $517,801. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,082

Previous 1,082 -0.0%

Holding current value

$517,801

Previous $440,000 13.18%

% of portfolio

0.1%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$396.73 - $420.24 $3,570 - $3,782	-9 Reduced 0.82%	1,082 $440,000
Q1 2024 May 03, 2024	BUY	$359.29 - $420.52 $14,730 - $17,241	41 Added 3.9%	1,091 $458,000
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $309 - $341	-1 Reduced 0.1%	1,050 $358,000
Q4 2022 May 18, 2023	BUY	$264.0 - $318.6 $19,008 - $22,939	72 Added 7.35%	1,051 $324,000
Q1 2022 May 13, 2022	BUY	$300.79 - $359.57 $18,648 - $22,293	62 Added 6.76%	979 $345,000
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $820 - $900	3 Added 0.33%	917 $274,000
Q3 2021 Nov 15, 2021	BUY	$272.66 - $291.28 $20,722 - $22,137	76 Added 9.07%	914 $249,000
Q1 2021 May 18, 2021	BUY	$227.36 - $263.99 $190,527 - $221,223	838 New	838 $214,000
Q4 2020 Feb 16, 2021	SELL	$200.7 - $233.92 $276,564 - $322,341	-1,378 Closed	0 $0
Q3 2020 Nov 19, 2020	SELL	$177.99 - $221.68 $46,633 - $58,080	-262 Reduced 15.98%	1,378 $293,000
Q2 2020 Aug 14, 2020	SELL	$169.25 - $201.56 $143,016 - $170,318	-845 Reduced 34.0%	1,640 $293,000
Q1 2020 May 18, 2020	BUY	$162.13 - $230.2 $178,343 - $253,220	1,100 Added 79.42%	2,485 $454,000
Q3 2019 Nov 12, 2019	BUY	$195.81 - $215.25 $391 - $430	2 Added 0.14%	1,385 $288,000
Q2 2019 Aug 13, 2019	BUY	$197.42 - $218.6 $789 - $874	4 Added 0.29%	1,383 $295,000
Q1 2019 May 15, 2019	BUY	$191.66 - $209.19 $264,299 - $288,473	1,379 New	1,379 $277,000

Others Institutions Holding BRK-B

# of Institutions

4,377

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 $623B

More about BRK-B

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Westover Capital Advisors, LLC Berkshire Hathaway Inc Class B Transaction History