A detailed history of Avaii Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 11,165 shares of BRK-B stock, worth $5.12 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
11,165
Previous 10,430 7.05%
Holding current value
$5.12 Million
Previous $4.24 Million 21.12%
% of portfolio
2.89%
Previous 2.38%

Shares

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

Oct 16, 2024

BUY
$405.19 - $478.57 $297,814 - $351,748
735 Added 7.05%
11,165 $5.14 Million
Q2 2024

Jul 31, 2024

BUY
$396.73 - $420.24 $762,118 - $807,281
1,921 Added 22.58%
10,430 $4.24 Million
Q1 2024

Apr 29, 2024

BUY
$359.29 - $420.52 $2.7 Million - $3.16 Million
7,520 Added 760.36%
8,509 $3.58 Million
Q4 2023

Feb 05, 2024

SELL
$331.71 - $362.68 $15,590 - $17,045
-47 Reduced 4.54%
989 $352,000
Q3 2023

Oct 24, 2023

BUY
$340.9 - $370.48 $3,749 - $4,075
11 Added 1.07%
1,036 $362,000
Q2 2023

Jul 31, 2023

BUY
$309.07 - $341.0 $59,032 - $65,131
191 Added 22.9%
1,025 $349,000
Q1 2023

Apr 10, 2023

BUY
$293.51 - $320.37 $20,252 - $22,105
69 Added 9.02%
834 $257,000
Q4 2022

Jan 25, 2023

BUY
$264.0 - $318.6 $201,960 - $243,729
765 New
765 $0

Others Institutions Holding BRK-B

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 $597B
More about BRK-B
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

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

News

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