Cornerstone Wealth Advisors, Inc. Berkshire Hathaway Inc Class B Transaction History

Cornerstone Wealth Advisors, Inc.

$360 Million
Q3 2024

A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 3,908 shares of BRK-B stock, worth $1.79 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

3,908

Previous 4,078 4.17%

Holding current value

$1.79 Million

Previous $1.66 Million 8.44%

% of portfolio

0.5%

Previous 0.5%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$405.19 - $478.57 $68,882 - $81,356	-170 Reduced 4.17%	3,908 $1.8 Million
Q2 2024 Jul 12, 2024	SELL	$396.73 - $420.24 $1,190 - $1,260	-3 Reduced 0.07%	4,078 $1.66 Million
Q1 2024 Apr 11, 2024	SELL	$359.29 - $420.52 $77,247 - $90,411	-215 Reduced 5.0%	4,081 $1.72 Million
Q4 2023 Jan 19, 2024	BUY	$331.71 - $362.68 $497,564 - $544,020	1,500 Added 53.65%	4,296 $1.53 Million
Q3 2023 Oct 23, 2023	SELL	$340.9 - $370.48 $23,863 - $25,933	-70 Reduced 2.44%	2,796 $979,000
Q2 2023 Jul 20, 2023	SELL	$309.07 - $341.0 $46,051 - $50,809	-149 Reduced 4.94%	2,866 $977,000
Q1 2023 May 11, 2023	SELL	$293.51 - $320.37 $61,637 - $67,277	-210 Reduced 6.51%	3,015 $930,000
Q4 2022 Jan 23, 2023	SELL	$264.0 - $318.6 $18,480 - $22,302	-70 Reduced 2.12%	3,225 $0
Q2 2022 Jul 18, 2022	SELL	$267.52 - $353.1 $18,726 - $24,717	-70 Reduced 2.08%	3,295 $900,000
Q1 2022 Apr 19, 2022	SELL	$300.79 - $359.57 $21,055 - $25,169	-70 Reduced 2.04%	3,365 $1.19 Million
Q4 2021 Feb 09, 2022	SELL	$273.64 - $300.17 $35,573 - $39,022	-130 Reduced 3.65%	3,435 $1.03 Million
Q3 2021 Nov 15, 2021	SELL	$272.66 - $291.28 $6,816 - $7,281	-25 Reduced 0.7%	3,565 $973,000
Q2 2021 Jul 16, 2021	SELL	$258.2 - $292.52 $206,560 - $234,016	-800 Reduced 18.22%	3,590 $1.01 Million
Q1 2021 May 17, 2021	BUY	$227.36 - $263.99 $998,110 - $1.16 Million	4,390 New	4,390 $1.12 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

Call Options Held

21M

Put Options Held

13M

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 $595B

More about BRK-B

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Cornerstone Wealth Advisors, Inc. Berkshire Hathaway Inc Class B Transaction History