Kingswood Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,446 shares of BRK-B stock, worth $11.2 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

24,446

Previous 20,100 21.62%

Holding current value

$11.2 Million

Previous $8.18 Billion 37.53%

% of portfolio

0.8%

Previous 0.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$405.19 - $478.57 $1.76 Million - $2.08 Million	4,346 Added 21.62%	24,446 $11.2 Billion
Q2 2024 Jul 09, 2024	BUY	$396.73 - $420.24 $1.47 Million - $1.55 Million	3,695 Added 22.52%	20,100 $8.18 Billion
Q1 2024 Apr 15, 2024	SELL	$359.29 - $420.52 $704,926 - $825,060	-1,962 Reduced 10.68%	16,405 $6.9 Billion
Q4 2023 Jan 16, 2024	BUY	$331.71 - $362.68 $4.63 Million - $5.06 Million	13,950 Added 315.83%	18,367 $6.55 Billion
Q3 2023 Oct 23, 2023	SELL	$340.9 - $370.48 $821,228 - $892,486	-2,409 Reduced 35.29%	4,417 $5.67 Billion
Q2 2023 Aug 09, 2023	BUY	$309.07 - $341.0 $2.11 Million - $2.33 Million	6,826 New	6,826 $2.33 Billion

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 $597B

More about BRK-B

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Kingswood Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History