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

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 5,900 shares of BRK-B stock, worth $2.63 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,900

Previous 6,011 1.85%

Holding current value

$2.63 Million

Previous $2.45 Million 11.04%

% of portfolio

0.17%

Previous 0.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$405.19 - $478.57 $44,976 - $53,121	-111 Reduced 1.85%	5,900 $2.72 Million
Q2 2024 Jul 16, 2024	BUY	$396.73 - $420.24 $73,395 - $77,744	185 Added 3.18%	6,011 $2.45 Million
Q1 2024 Apr 15, 2024	SELL	$359.29 - $420.52 $133,655 - $156,433	-372 Reduced 6.0%	5,826 $2.45 Million
Q4 2023 Jan 10, 2024	BUY	$331.71 - $362.68 $25,209 - $27,563	76 Added 1.24%	6,198 $2.21 Million
Q3 2023 Oct 10, 2023	SELL	$340.9 - $370.48 $101,588 - $110,403	-298 Reduced 4.64%	6,122 $2.14 Million
Q2 2023 Aug 04, 2023	BUY	$309.07 - $341.0 $19,471 - $21,483	63 Added 0.99%	6,420 $2.19 Million
Q1 2023 Apr 25, 2023	SELL	$293.51 - $320.37 $153,212 - $167,233	-522 Reduced 7.59%	6,357 $1.96 Million
Q4 2022 Jan 27, 2023	SELL	$264.0 - $318.6 $44,616 - $53,843	-169 Reduced 2.4%	6,879 $0
Q3 2022 Oct 24, 2022	SELL	$264.32 - $306.65 $802,739 - $931,296	-3,037 Reduced 30.11%	7,048 $1.88 Million
Q2 2022 Jul 22, 2022	BUY	$267.52 - $353.1 $2.22 Million - $2.93 Million	8,294 Added 463.09%	10,085 $2.75 Million
Q1 2022 Apr 27, 2022	BUY	$300.79 - $359.57 $16,844 - $20,135	56 Added 3.23%	1,791 $632,000
Q4 2021 Jan 19, 2022	SELL	$273.64 - $300.17 $27,364 - $30,017	-100 Reduced 5.45%	1,735 $519,000
Q3 2021 Oct 29, 2021	BUY	$272.66 - $291.28 $213,492 - $228,072	783 Added 74.43%	1,835 $501,000
Q2 2021 Jul 29, 2021	BUY	$258.2 - $292.52 $58,095 - $65,817	225 Added 27.21%	1,052 $292,000
Q1 2021 May 10, 2021	SELL	$227.36 - $263.99 $46,154 - $53,589	-203 Reduced 19.71%	827 $211,000
Q4 2020 Jan 26, 2021	BUY	$200.7 - $233.92 $206,721 - $240,937	1,030 New	1,030 $239,000

Others Institutions Holding BRK-B

# of Institutions

4,333

Shares Held

853M

Call Options Held

17.1M

Put Options Held

9.32M

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 $579B

More about BRK-B

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