Windsor Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History

Windsor Advisory Group, LLC

$35.5 Billion
Q1 2024

A detailed history of Windsor Advisory Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 7,870 shares of BRK-B stock, worth $3.19 Million. This represents 9.32% of its overall portfolio holdings.

Number of Shares

7,870

Previous 7,120 10.53%

Holding current value

$3.19 Million

Previous $2.54 Billion 30.32%

% of portfolio

9.32%

Previous 7.55%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$359.29 - $420.52 $269,467 - $315,390	750 Added 10.53%	7,870 $3.31 Billion
Q2 2023 Jul 26, 2023	SELL	$309.07 - $341.0 $1,854 - $2,046	-6 Reduced 0.08%	7,120 $2.43 Billion
Q1 2023 Jun 13, 2023	SELL	$293.51 - $320.37 $127,676 - $139,360	-435 Reduced 5.75%	7,126 $2.2 Billion
Q4 2022 Jun 13, 2023	BUY	$264.0 - $318.6 $2 Million - $2.41 Million	7,561 New	7,561 $2.34 Billion

Others Institutions Holding BRK-B

# of Institutions

4,165

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $528B

More about BRK-B

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Windsor Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History