Xcel Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Xcel Wealth Management, LLC

  • $334 Million
  • Q2 2025

A detailed history of Xcel Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 12,875 shares of BRK-B stock, worth $6.39 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
12,875
Previous 13,320 3.34%
Holding current value
$6.39 Million
Previous $7.09 Million 11.83%
% of portfolio
1.87%
Previous 2.26%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$483.48 - $539.8 $215,148 - $240,210
-445 Reduced 3.34%
12,875 $6.25 Million
Q1 2025

Apr 28, 2025
SELL
$442.66 - $534.52 $538,717 - $650,510
-1,217 Reduced 8.37%
13,320 $7.09 Million
Q4 2024

Feb 05, 2025
BUY
$442.29 - $483.08 $9,288 - $10,144
21 Added 0.14%
14,537 $6.59 Million
Q3 2024

Oct 21, 2024
SELL
$405.19 - $478.57 $70,908 - $83,749
-175 Reduced 1.19%
14,516 $6.68 Million
Q2 2024

Jul 23, 2024
SELL
$396.73 - $420.24 $25,787 - $27,315
-65 Reduced 0.44%
14,691 $5.98 Million
Q1 2024

Apr 22, 2024
BUY
$359.29 - $420.52 $213,058 - $249,368
593 Added 4.19%
14,756 $6.21 Million
Q4 2023

Jan 29, 2024
SELL
$331.71 - $362.68 $56,390 - $61,655
-170 Reduced 1.19%
14,163 $5.05 Million
Q3 2023

Oct 17, 2023
SELL
$340.9 - $370.48 $78,747 - $85,580
-231 Reduced 1.59%
14,333 $5.02 Million
Q2 2023

Jul 26, 2023
BUY
$309.07 - $341.0 $32,452 - $35,805
105 Added 0.73%
14,564 $4.97 Million
Q1 2023

Apr 25, 2023
BUY
$293.51 - $320.37 $1.24 Million - $1.35 Million
4,221 Added 41.23%
14,459 $4.46 Million
Q4 2022

Jan 19, 2023
SELL
$264.0 - $318.6 $106,128 - $128,077
-402 Reduced 3.78%
10,238 $3.16 Million
Q3 2022

Oct 20, 2022
BUY
$264.32 - $306.65 $1.08 Million - $1.25 Million
4,083 Added 62.27%
10,640 $2.84 Million
Q2 2022

Jul 26, 2022
BUY
$267.52 - $353.1 $826,101 - $1.09 Million
3,088 Added 89.02%
6,557 $1.79 Million
Q1 2022

Apr 29, 2022
BUY
$300.79 - $359.57 $3,007 - $3,595
10 Added 0.29%
3,469 $1.22 Million
Q4 2021

Feb 03, 2022
BUY
$273.64 - $300.17 $7,661 - $8,404
28 Added 0.82%
3,459 $1.03 Million
Q3 2021

Oct 21, 2021
BUY
$272.66 - $291.28 $21,812 - $23,302
80 Added 2.39%
3,431 $936,000
Q2 2021

Jul 15, 2021
SELL
$258.2 - $292.52 $22,205 - $25,156
-86 Reduced 2.5%
3,351 $931,000
Q1 2021

Apr 15, 2021
SELL
$227.36 - $263.99 $12,732 - $14,783
-56 Reduced 1.6%
3,437 $878,000
Q4 2020

Jan 13, 2021
SELL
$200.7 - $233.92 $84,093 - $98,012
-419 Reduced 10.71%
3,493 $809,000
Q3 2020

Oct 27, 2020
SELL
$177.99 - $221.68 $6,229 - $7,758
-35 Reduced 0.89%
3,912 $833,000
Q2 2020

Jul 10, 2020
SELL
$169.25 - $201.56 $27,926 - $33,257
-165 Reduced 4.01%
3,947 $704,000
Q1 2020

Apr 07, 2020
BUY
$162.13 - $230.2 $666,678 - $946,582
4,112 New
4,112 $751,000
Q4 2019

Jan 09, 2020
SELL
$203.1 - $227.05 $398,482 - $445,472
-1,962 Closed
0 $0
Q1 2019

Nov 12, 2019
BUY
$191.66 - $209.19 $3,258 - $3,556
17 Added 0.87%
1,962 $394,000
Q4 2018

Nov 12, 2019
BUY
$187.76 - $223.76 $365,193 - $435,213
1,945 New
1,945 $397,000

Others Institutions Holding BRK-B

# of Institutions
5,067
Shares Held
882M
Call Options Held
17.4M
Put Options Held
13.1M
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 $646B
More about BRK-B
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, 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 Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email