A detailed history of Delos Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 601 shares of BRK-B stock, worth $275,654. This represents 0.25% of its overall portfolio holdings.

Number of Shares
601
Previous 548 9.67%
Holding current value
$275,654
Previous $222,000 24.32%
% of portfolio
0.25%
Previous 0.22%

Shares

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

Nov 15, 2024

BUY
$405.19 - $478.57 $21,475 - $25,364
53 Added 9.67%
601 $276,000
Q2 2024

Aug 13, 2024

BUY
$396.73 - $420.24 $159,882 - $169,356
403 Added 277.93%
548 $222,000
Q1 2024

May 09, 2024

SELL
$359.29 - $420.52 $361,445 - $423,043
-1,006 Reduced 87.4%
145 $60,000
Q4 2023

Feb 06, 2024

SELL
$331.71 - $362.68 $389,427 - $425,786
-1,174 Reduced 50.49%
1,151 $410,000
Q3 2023

Nov 15, 2023

BUY
$340.9 - $370.48 $732,253 - $795,791
2,148 Added 1213.56%
2,325 $814,000
Q1 2023

May 15, 2023

SELL
$293.51 - $320.37 $41,384 - $45,172
-141 Reduced 44.34%
177 $54,000
Q4 2022

Feb 14, 2023

BUY
$264.0 - $318.6 $17,952 - $21,664
68 Added 27.2%
318 $98,000
Q3 2022

Nov 15, 2022

BUY
$264.32 - $306.65 $2,378 - $2,759
9 Added 3.73%
250 $67,000
Q2 2022

Aug 15, 2022

SELL
$267.52 - $353.1 $42,535 - $56,142
-159 Reduced 39.75%
241 $66,000
Q1 2022

May 16, 2022

BUY
$300.79 - $359.57 $47,825 - $57,171
159 Added 65.98%
400 $141,000
Q4 2021

Feb 14, 2022

BUY
$273.64 - $300.17 $27,364 - $30,017
100 Added 70.92%
241 $72,000
Q2 2021

Aug 13, 2021

BUY
$258.2 - $292.52 $36,406 - $41,245
141 New
141 $39,000

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 $597B
More about BRK-B
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