Paces Ferry Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Paces Ferry Wealth Advisors, LLC

$173 Million
Q3 2024

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 3,257 shares of BRK-B stock, worth $1.5 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

3,257

Previous 3,249 0.25%

Holding current value

$1.5 Million

Previous $1.32 Million 13.47%

% of portfolio

0.86%

Previous 0.8%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$405.19 - $478.57 $3,241 - $3,828	8 Added 0.25%	3,257 $1.5 Million
Q2 2024 Aug 12, 2024	SELL	$396.73 - $420.24 $1,190 - $1,260	-3 Reduced 0.09%	3,249 $1.32 Million
Q1 2024 May 01, 2024	SELL	$359.29 - $420.52 $7,904 - $9,251	-22 Reduced 0.67%	3,252 $1.37 Million
Q4 2023 Feb 05, 2024	BUY	$331.71 - $362.68 $1,658 - $1,813	5 Added 0.15%	3,274 $1.17 Million
Q3 2023 Nov 13, 2023	SELL	$340.9 - $370.48 $681 - $740	-2 Reduced 0.06%	3,269 $1.15 Million
Q2 2023 Jul 28, 2023	BUY	$309.07 - $341.0 $6,490 - $7,161	21 Added 0.65%	3,271 $1.12 Million
Q1 2023 Apr 24, 2023	BUY	$293.51 - $320.37 $26,415 - $28,833	90 Added 2.85%	3,250 $1 Million
Q4 2022 Jan 23, 2023	SELL	$264.0 - $318.6 $1,584 - $1,911	-6 Reduced 0.19%	3,160 $0
Q3 2022 Oct 13, 2022	SELL	$264.32 - $306.65 $528 - $613	-2 Reduced 0.06%	3,166 $845,000
Q2 2022 Jul 28, 2022	SELL	$267.52 - $353.1 $20,866 - $27,541	-78 Reduced 2.4%	3,168 $865,000
Q1 2022 Apr 20, 2022	SELL	$300.79 - $359.57 $48,427 - $57,890	-161 Reduced 4.73%	3,246 $1.15 Million
Q4 2021 Jan 19, 2022	SELL	$273.64 - $300.17 $72,788 - $79,845	-266 Reduced 7.24%	3,407 $1.02 Million
Q3 2021 Oct 29, 2021	SELL	$272.66 - $291.28 $28,629 - $30,584	-105 Reduced 2.78%	3,673 $1 Million
Q2 2021 Jul 21, 2021	BUY	$258.2 - $292.52 $9,811 - $11,115	38 Added 1.02%	3,778 $1.05 Million
Q1 2021 May 19, 2021	SELL	$227.36 - $263.99 $12,504 - $14,519	-55 Reduced 1.45%	3,740 $955,000
Q4 2020 Mar 05, 2021	SELL	$200.7 - $233.92 $109,782 - $127,954	-547 Reduced 12.6%	3,795 $880,000
Q3 2020 Nov 19, 2020	BUY	$177.99 - $221.68 $772,832 - $962,534	4,342 New	4,342 $925,000

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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Paces Ferry Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History