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

Opal Wealth Advisors, LLC

$315 Million
Q3 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 1,318 shares of BRK-B stock, worth $604,513. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,318

Previous 1,353 2.59%

Holding current value

$604,513

Previous $550,000 10.18%

% of portfolio

0.19%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$405.19 - $478.57 $14,181 - $16,749	-35 Reduced 2.59%	1,318 $606,000
Q2 2024 Jul 12, 2024	SELL	$396.73 - $420.24 $46,814 - $49,588	-118 Reduced 8.02%	1,353 $550,000
Q1 2024 Apr 11, 2024	SELL	$359.29 - $420.52 $19,760 - $23,128	-55 Reduced 3.6%	1,471 $618,000
Q4 2023 Jan 19, 2024	SELL	$331.71 - $362.68 $18,575 - $20,310	-56 Reduced 3.54%	1,526 $544,000
Q3 2023 Oct 18, 2023	SELL	$340.9 - $370.48 $14,999 - $16,301	-44 Reduced 2.71%	1,582 $554,000
Q2 2023 Jul 27, 2023	SELL	$309.07 - $341.0 $18,544 - $20,460	-60 Reduced 3.56%	1,626 $554,000
Q1 2023 Apr 19, 2023	BUY	$293.51 - $320.37 $7,924 - $8,649	27 Added 1.63%	1,686 $520,000
Q4 2022 Feb 03, 2023	BUY	$264.0 - $318.6 $13,464 - $16,248	51 Added 3.17%	1,659 $512,000
Q3 2022 Oct 17, 2022	BUY	$264.32 - $306.65 $13,480 - $15,639	51 Added 3.28%	1,608 $429,000
Q2 2022 Aug 10, 2022	SELL	$267.52 - $353.1 $10,165 - $13,417	-38 Reduced 2.38%	1,557 $425,000
Q1 2022 May 09, 2022	BUY	$300.79 - $359.57 $1,503 - $1,797	5 Added 0.31%	1,595 $563,000
Q4 2021 Jan 31, 2022	BUY	$273.64 - $300.17 $435,087 - $477,270	1,590 New	1,590 $475,000

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