Source Financial Advisors LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Source Financial Advisors LLC holds 1,556 shares of BRKB stock, worth $0. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,556
Previous 1,556 -0.0%
Holding current value
$0
Previous $632,000 13.29%
% of portfolio
0.21%
Previous 0.19%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
N/A
-46 Reduced 2.87%
1,556 $632,000
Q1 2024

May 01, 2024
BUY
N/A
9 Added 0.56%
1,602 $673,000
Q4 2023

Jan 11, 2024
SELL
N/A
-25 Reduced 1.55%
1,593 $568,000
Q3 2023

Oct 26, 2023
BUY
N/A
21 Added 1.31%
1,618 $566,000
Q2 2023

Jul 24, 2023
BUY
N/A
185 Added 13.1%
1,597 $544,000
Q1 2023

Apr 20, 2023
BUY
N/A
450 Added 46.78%
1,412 $435,000
Q4 2022

Jan 31, 2023
BUY
N/A
41 Added 4.45%
962 $297,000
Q3 2022

Nov 14, 2022
BUY
N/A
125 Added 15.7%
921 $246,000
Q2 2022

Aug 15, 2022
BUY
N/A
94 Added 13.39%
796 $217,000
Q1 2022

May 16, 2022
BUY
N/A
702 New
702 $247,000
Q4 2021

Feb 14, 2022
SELL
N/A
-1,022 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
N/A
14 Added 1.39%
1,022 $279,000
Q2 2021

Aug 16, 2021
BUY
N/A
20 Added 2.02%
1,008 $280,000
Q1 2021

May 17, 2021
SELL
N/A
-60 Reduced 5.73%
988 $253,000
Q4 2020

Feb 16, 2021
BUY
N/A
1,048 New
1,048 $243,000

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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