A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 1,408 shares of BRK-B stock, worth $626,644. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,408
Previous 1,408 -0.0%
Holding current value
$626,644
Previous $592,000 3.38%
% of portfolio
0.23%
Previous 0.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024

SELL
$331.71 - $362.68 $21,561 - $23,574
-65 Reduced 4.41%
1,408 $502,000
Q4 2022

Feb 10, 2023

SELL
$264.0 - $318.6 $1,320 - $1,593
-5 Reduced 0.34%
1,473 $455,000
Q3 2022

Oct 26, 2022

BUY
$264.32 - $306.65 $18,502 - $21,465
70 Added 4.97%
1,478 $395,000
Q2 2022

Jul 22, 2022

SELL
$267.52 - $353.1 $67,950 - $89,687
-254 Reduced 15.28%
1,408 $384,000
Q1 2022

May 02, 2022

BUY
$300.79 - $359.57 $46,321 - $55,373
154 Added 10.21%
1,662 $587,000
Q4 2021

Feb 10, 2022

BUY
$273.64 - $300.17 $41,046 - $45,025
150 Added 11.05%
1,508 $487,000
Q3 2020

Oct 23, 2020

SELL
$177.99 - $221.68 $119,075 - $148,303
-669 Reduced 33.0%
1,358 $286,000
Q4 2018

Feb 07, 2019

BUY
$187.76 - $223.76 $380,589 - $453,561
2,027 New
2,027 $414,000

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 $579B
More about BRK-B
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