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

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 1,544 shares of BRK-B stock, worth $708,171. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,544

Previous 1,376 12.21%

Holding current value

$708,171

Previous $559,000 27.01%

% of portfolio

0.25%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$405.19 - $478.57 $68,071 - $80,399	168 Added 12.21%	1,544 $710,000
Q1 2024 Apr 22, 2024	SELL	$359.29 - $420.52 $33,054 - $38,687	-92 Reduced 6.27%	1,376 $578,000
Q3 2023 Oct 10, 2023	SELL	$340.9 - $370.48 $73,975 - $80,394	-217 Reduced 12.88%	1,468 $514,000
Q2 2023 Jul 10, 2023	BUY	$309.07 - $341.0 $62,741 - $69,223	203 Added 13.7%	1,685 $574,000
Q1 2023 Apr 18, 2023	BUY	$293.51 - $320.37 $5,870 - $6,407	20 Added 1.37%	1,482 $457,000
Q4 2022 Feb 14, 2023	SELL	$264.0 - $318.6 $26,400 - $31,860	-100 Reduced 6.4%	1,462 $451,000
Q3 2022 Oct 25, 2022	BUY	$264.32 - $306.65 $25,639 - $29,745	97 Added 6.62%	1,562 $417,000
Q2 2022 Jul 28, 2022	BUY	$267.52 - $353.1 $4,547 - $6,002	17 Added 1.17%	1,465 $400,000
Q1 2022 Jul 28, 2022	BUY	$300.79 - $359.57 $156,711 - $187,335	521 Added 56.2%	1,448 $511,000
Q1 2022 May 13, 2022	SELL	$300.79 - $359.57 $156,711 - $187,335	-521 Reduced 35.98%	927 $327,000
Q4 2021 Jan 21, 2022	BUY	$273.64 - $300.17 $60,474 - $66,337	221 Added 18.01%	1,448 $433,000
Q3 2021 Oct 22, 2021	BUY	$272.66 - $291.28 $1,635 - $1,747	6 Added 0.49%	1,227 $335,000
Q1 2021 May 04, 2021	BUY	$227.36 - $263.99 $47,518 - $55,173	209 Added 20.65%	1,221 $312,000
Q4 2020 Feb 04, 2021	BUY	$200.7 - $233.92 $203,108 - $236,727	1,012 New	1,012 $235,000
Q1 2019 May 06, 2019	SELL	$191.66 - $209.19 $97,554 - $106,477	-509 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$187.76 - $223.76 $95,569 - $113,893	509 New	509 $1.04 Million

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