Foster Victor Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Foster Victor Wealth Advisors, LLC

$1.38 Billion
Q3 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 28,592 shares of BRK-B stock, worth $12.9 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

28,592

Previous 28,026 2.02%

Holding current value

$12.9 Million

Previous $11.4 Million 15.43%

% of portfolio

0.95%

Previous 0.9%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$405.19 - $478.57 $229,337 - $270,870	566 Added 2.02%	28,592 $13.2 Million
Q2 2024 Jul 18, 2024	BUY	$396.73 - $420.24 $9.62 Million - $10.2 Million	24,242 Added 640.64%	28,026 $11.4 Million
Q1 2024 Apr 26, 2024	BUY	$359.29 - $420.52 $5,748 - $6,728	16 Added 0.42%	3,784 $1.59 Million
Q4 2023 Jan 19, 2024	BUY	$331.71 - $362.68 $129,698 - $141,807	391 Added 11.58%	3,768 $1.34 Million
Q3 2023 Oct 13, 2023	SELL	$340.9 - $370.48 $34,090 - $37,048	-100 Reduced 2.88%	3,377 $1.18 Million
Q2 2023 Jul 14, 2023	SELL	$309.07 - $341.0 $192,241 - $212,102	-622 Reduced 15.17%	3,477 $1.19 Million
Q1 2023 Apr 20, 2023	BUY	$293.51 - $320.37 $44,613 - $48,696	152 Added 3.85%	4,099 $1.27 Million
Q4 2022 Jan 27, 2023	SELL	$264.0 - $318.6 $264 - $318	-1 Reduced 0.03%	3,947 $0
Q3 2022 Oct 24, 2022	BUY	$264.32 - $306.65 $159,384 - $184,909	603 Added 18.03%	3,948 $1.09 Million
Q2 2022 Jul 19, 2022	SELL	$267.52 - $353.1 $47,618 - $62,851	-178 Reduced 5.05%	3,345 $922,000
Q1 2022 Apr 14, 2022	BUY	$300.79 - $359.57 $106,178 - $126,928	353 Added 11.14%	3,523 $1.21 Million
Q4 2021 Jan 19, 2022	BUY	$273.64 - $300.17 $312,223 - $342,493	1,141 Added 56.23%	3,170 $1.02 Million
Q3 2021 Oct 08, 2021	BUY	$272.66 - $291.28 $198,496 - $212,051	728 Added 55.96%	2,029 $554,000
Q2 2021 Jul 29, 2021	SELL	$258.2 - $292.52 $1,291 - $1,462	-5 Reduced 0.38%	1,301 $362,000
Q1 2021 Apr 23, 2021	SELL	$227.36 - $263.99 $5,456 - $6,335	-24 Reduced 1.8%	1,306 $349,000
Q4 2020 Feb 08, 2021	SELL	$200.7 - $233.92 $203,309 - $236,960	-1,013 Reduced 43.24%	1,330 $308,000
Q3 2020 Oct 26, 2020	SELL	$177.99 - $221.68 $289,945 - $361,116	-1,629 Reduced 41.01%	2,343 $499,000
Q2 2020 Aug 03, 2020	BUY	$169.25 - $201.56 $292,633 - $348,497	1,729 Added 77.08%	3,972 $709,000
Q1 2020 Apr 29, 2020	SELL	$162.13 - $230.2 $41,667 - $59,161	-257 Reduced 10.28%	2,243 $412,000
Q4 2019 Jan 13, 2020	SELL	$203.1 - $227.05 $2,843 - $3,178	-14 Reduced 0.56%	2,500 $565,000
Q3 2019 Oct 11, 2019	BUY	$195.81 - $215.25 $169,963 - $186,837	868 Added 52.73%	2,514 $521,000
Q1 2019 May 03, 2019	BUY	$191.66 - $209.19 $315,472 - $344,326	1,646 New	1,646 $331,000

Others Institutions Holding BRK-B

# of Institutions

4,330

Shares Held

852M

Call Options Held

17.1M

Put Options Held

9.32M

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 $588B

More about BRK-B

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Foster Victor Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History