Optivise Advisory Services LLC Berkshire Hathaway Inc Class B Transaction History

Optivise Advisory Services LLC

$168 Billion
Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,571 shares of BRK-B stock, worth $799,544. This represents 0.47% of its overall portfolio holdings.

Number of Shares

1,571

Previous 1,253 25.38%

Holding current value

$799,544

Previous $609 Million 29.7%

% of portfolio

0.47%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$459.11 - $506.91 $145,996 - $161,197	318 Added 25.38%	1,571 $790 Million
Q2 2025 Aug 05, 2025	BUY	$483.48 - $539.8 $40,612 - $45,343	84 Added 7.19%	1,253 $609 Million
Q1 2025 Apr 18, 2025	BUY	$442.66 - $534.52 $22,575 - $27,260	51 Added 4.56%	1,169 $622 Million
Q4 2024 Feb 13, 2025	BUY	$442.29 - $483.08 $66,785 - $72,945	151 Added 15.62%	1,118 $507 Million
Q3 2024 Nov 12, 2024	BUY	$405.19 - $478.57 $391,818 - $462,777	967 New	967 $445 Million

Q2 2024 Nov 14, 2024	SELL	$396.73 - $420.24 $13,885 - $14,708	-35 Reduced 3.62%	932 $379 Million

Others Institutions Holding BRK-B

# of Institutions

5,128

Shares Held

882M

Call Options Held

19.6M

Put Options Held

15.2M

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 $662B

More about BRK-B

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Optivise Advisory Services LLC Berkshire Hathaway Inc Class B Transaction History