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

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 115,215 shares of BRKB stock, worth $0. This represents 1.33% of its overall portfolio holdings.

Number of Shares
115,215
Previous 116,421 1.04%
Holding current value
$0
Previous $56.6 Million 2.42%
% of portfolio
1.33%
Previous 1.32%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
N/A
-1,206 Reduced 1.04%
115,215 $57.9 Million
Q2 2025

Sep 12, 2025
SELL
N/A
-80,091 Reduced 40.76%
116,421 $56.6 Million
Q2 2025

Jul 22, 2025
SELL
N/A
-99,570 Reduced 33.63%
196,512 $95.5 Million
Q1 2025

Apr 30, 2025
BUY
N/A
1,333 Added 0.45%
296,082 $158 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-949 Reduced 0.32%
294,749 $134 Million
Q3 2024

Oct 10, 2024
SELL
N/A
-3,865 Reduced 1.29%
295,698 $136 Million
Q2 2024

Jul 10, 2024
BUY
N/A
1,317 Added 0.44%
299,563 $122 Million
Q1 2024

Apr 25, 2024
SELL
N/A
-720 Reduced 0.24%
298,246 $125 Million
Q1 2024

Apr 19, 2024
BUY
N/A
9,320 Added 3.22%
298,966 $126 Million
Q4 2023

Jan 29, 2024
BUY
N/A
4,839 Added 1.7%
289,646 $103 Million
Q3 2023

Oct 19, 2023
BUY
N/A
10,410 Added 3.79%
284,807 $99.8 Million
Q2 2023

Jul 14, 2023
SELL
N/A
-170 Reduced 0.06%
274,397 $93.6 Million
Q1 2023

Apr 17, 2023
BUY
N/A
3,590 Added 1.32%
274,567 $84.8 Million
Q4 2022

Feb 09, 2023
BUY
N/A
4,736 Added 1.78%
270,977 $83.7 Million
Q3 2022

Oct 31, 2022
BUY
N/A
81,138 Added 43.83%
266,241 $29.2 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-3,010 Reduced 1.6%
185,103 $28.6 Million
Q1 2022

Apr 28, 2022
BUY
N/A
2,310 Added 1.24%
188,113 $38 Million
Q4 2021

Jan 07, 2022
BUY
N/A
505 Added 0.27%
185,803 $31.5 Million
Q3 2021

Nov 02, 2021
BUY
N/A
109 Added 0.06%
185,298 $28.6 Million
Q2 2021

Jul 22, 2021
BUY
N/A
871 Added 0.47%
185,189 $29.1 Million
Q1 2021

Apr 12, 2021
SELL
N/A
-157,278 Reduced 46.04%
184,318 $26.5 Million
Q4 2020

Feb 11, 2021
BUY
N/A
249,565 Added 271.17%
341,596 $23.2 Million
Q3 2020

Oct 28, 2020
BUY
N/A
4,999 Added 5.74%
92,031 $19.6 Million
Q2 2020

Jul 20, 2020
SELL
N/A
-607 Reduced 0.69%
87,032 $15.5 Million
Q1 2020

Apr 13, 2020
BUY
N/A
9,021 Added 11.47%
87,639 $17 Million
Q4 2019

Jan 24, 2020
SELL
N/A
-554 Reduced 0.7%
78,618 $17.8 Million
Q3 2019

Oct 15, 2019
BUY
N/A
428 Added 0.54%
79,172 $16.5 Million
Q2 2019

Jul 10, 2019
BUY
N/A
1,505 Added 1.95%
78,744 $16.8 Million
Q1 2019

Apr 12, 2019
BUY
N/A
798 Added 1.04%
77,239 $15.5 Million
Q4 2018

Jan 30, 2019
BUY
N/A
1,782 Added 2.39%
76,441 $15.6 Million
Q3 2018

Nov 01, 2018
BUY
N/A
9,570 Added 14.7%
74,659 $15.3 Million
Q2 2018

Aug 14, 2018
BUY
N/A
9,672 Added 17.45%
65,089 $13.4 Million
Q1 2018

Apr 12, 2018
BUY
N/A
1,751 Added 3.26%
55,417 $11.1 Million
Q4 2017

Feb 09, 2018
BUY
N/A
8,676 Added 19.28%
53,666 $10.6 Million
Q3 2017

Nov 15, 2017
BUY
N/A
17 Added 0.04%
44,990 $8.25 Million
Q3 2017

Nov 14, 2017
BUY
N/A
44,973
44,973 $8.24 Million

Others Institutions Holding BRKB

# of Institutions
85
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
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email