Winch Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Winch Advisory Services, LLC holds 25,836 shares of BRK-B stock, worth $11.8 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
25,836
Previous 26,034 0.76%
Holding current value
$11.8 Million
Previous $10.6 Million 12.29%
% of portfolio
3.45%
Previous 3.18%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$405.19 - $478.57 $80,227 - $94,756
-198 Reduced 0.76%
25,836 $11.9 Million
Q2 2024

Jul 31, 2024
BUY
$396.73 - $420.24 $15,869 - $16,809
40 Added 0.15%
26,034 $10.6 Million
Q1 2024

May 14, 2024
BUY
$359.29 - $420.52 $63,235 - $74,011
176 Added 0.68%
25,994 $10.9 Million
Q4 2023

Jan 18, 2024
BUY
$331.71 - $362.68 $51,746 - $56,578
156 Added 0.61%
25,818 $9.21 Million
Q3 2023

Nov 06, 2023
BUY
$340.9 - $370.48 $41,589 - $45,198
122 Added 0.48%
25,662 $8.99 Million
Q2 2023

Aug 08, 2023
SELL
$309.07 - $341.0 $33,379 - $36,828
-108 Reduced 0.42%
25,540 $8.71 Million
Q1 2023

May 10, 2023
BUY
$293.51 - $320.37 $24,654 - $26,911
84 Added 0.33%
25,648 $7.92 Million
Q4 2022

Jan 26, 2023
SELL
$264.0 - $318.6 $163,680 - $197,532
-620 Reduced 2.37%
25,564 $7.9 Million
Q3 2022

Oct 31, 2022
SELL
$264.32 - $306.65 $119,736 - $138,912
-453 Reduced 1.7%
26,184 $6.99 Million
Q2 2022

Aug 12, 2022
SELL
$267.52 - $353.1 $287,851 - $379,935
-1,076 Reduced 3.88%
26,637 $7.27 Million
Q1 2022

Apr 26, 2022
SELL
$300.79 - $359.57 $245,444 - $293,409
-816 Reduced 2.86%
27,713 $9.78 Million
Q4 2021

Feb 04, 2022
BUY
$273.64 - $300.17 $92,763 - $101,757
339 Added 1.2%
28,529 $8.53 Million
Q3 2021

Nov 10, 2021
BUY
$272.66 - $291.28 $64,347 - $68,742
236 Added 0.84%
28,190 $7.69 Million
Q2 2021

Aug 05, 2021
BUY
$258.2 - $292.52 $103,021 - $116,715
399 Added 1.45%
27,954 $7.77 Million
Q1 2021

May 03, 2021
BUY
$227.36 - $263.99 $176,431 - $204,856
776 Added 2.9%
27,555 $7.04 Million
Q4 2020

Feb 09, 2021
BUY
$200.7 - $233.92 $2,609 - $3,040
13 Added 0.05%
26,779 $6.21 Million
Q3 2020

Nov 04, 2020
SELL
$177.99 - $221.68 $57,490 - $71,602
-323 Reduced 1.19%
26,766 $5.7 Million
Q2 2020

Aug 12, 2020
BUY
$169.25 - $201.56 $2.26 Million - $2.7 Million
13,382 Added 97.63%
27,089 $4.84 Million
Q1 2020

May 13, 2020
SELL
$162.13 - $230.2 $1.32 Million - $1.87 Million
-8,128 Reduced 37.22%
13,707 $2.51 Million
Q4 2019

Feb 12, 2020
BUY
$203.1 - $227.05 $74,537 - $83,327
367 Added 1.71%
21,835 $4.95 Million
Q3 2019

Nov 13, 2019
SELL
$195.81 - $215.25 $28,979 - $31,857
-148 Reduced 0.68%
21,468 $4.47 Million
Q2 2019

Aug 07, 2019
BUY
$197.42 - $218.6 $106,804 - $118,262
541 Added 2.57%
21,616 $4.61 Million
Q1 2019

May 13, 2019
SELL
$191.66 - $209.19 $1.06 Million - $1.16 Million
-5,529 Reduced 20.78%
21,075 $4.23 Million
Q4 2018

Feb 05, 2019
SELL
$187.76 - $223.76 $55,389 - $66,009
-295 Reduced 1.1%
26,604 $5.43 Million
Q3 2018

Nov 13, 2018
BUY
$186.02 - $221.68 $37,390 - $44,557
201 Added 0.75%
26,899 $5.76 Million
Q2 2018

Aug 13, 2018
BUY
$184.91 - $201.2 $661,792 - $720,094
3,579 Added 15.48%
26,698 $2.98 Million
Q1 2018

May 11, 2018
BUY
$191.42 - $217.25 $370,971 - $421,030
1,938 Added 9.15%
23,119 $4.61 Million
Q4 2017

Feb 13, 2018
BUY
$181.06 - $199.56 $418,610 - $461,382
2,312 Added 12.25%
21,181 $4.2 Million
Q3 2017

Nov 13, 2017
BUY
$173.99 - $183.82 $3.28 Million - $3.47 Million
18,869
18,869 $3.46 Million

Others Institutions Holding BRK-B

# of Institutions
4,314
Shares Held
851M
Call Options Held
17.1M
Put Options Held
9.31M
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 $592B
More about BRK-B
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