Wealthcare Advisory Partners LLC Berkshire Hathaway Inc Class B Transaction History

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 25,708 shares of BRK-B stock, worth $11.8 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
25,708
Previous 20,756 23.86%
Holding current value
$11.8 Million
Previous $8.44 Million 40.14%
% of portfolio
0.35%
Previous 0.27%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$405.19 - $478.57 $2.01 Million - $2.37 Million
4,952 Added 23.86%
25,708 $11.8 Million
Q2 2024

Aug 09, 2024
BUY
$396.73 - $420.24 $518,922 - $549,673
1,308 Added 6.73%
20,756 $8.44 Million
Q1 2024

Apr 15, 2024
BUY
$359.29 - $420.52 $685,884 - $802,772
1,909 Added 10.88%
19,448 $8.18 Million
Q4 2023

Feb 06, 2024
BUY
$331.71 - $362.68 $192,060 - $209,991
579 Added 3.41%
17,539 $6.26 Million
Q3 2023

Oct 12, 2023
SELL
$340.9 - $370.48 $9,886 - $10,743
-29 Reduced 0.17%
16,960 $5.94 Million
Q2 2023

Jul 17, 2023
SELL
$309.07 - $341.0 $938,027 - $1.03 Million
-3,035 Reduced 15.16%
16,989 $5.79 Million
Q1 2023

May 04, 2023
SELL
$293.51 - $320.37 $201,934 - $220,414
-688 Reduced 3.32%
20,024 $6.18 Million
Q4 2022

Feb 13, 2023
BUY
$264.0 - $318.6 $527,736 - $636,881
1,999 Added 10.68%
20,712 $6.4 Million
Q3 2022

Nov 14, 2022
BUY
$264.32 - $306.65 $203,526 - $236,120
770 Added 4.29%
18,713 $5 Million
Q2 2022

Aug 15, 2022
BUY
$267.52 - $353.1 $1.25 Million - $1.64 Million
4,657 Added 35.05%
17,943 $4.9 Million
Q1 2022

Apr 15, 2022
SELL
$300.79 - $359.57 $101,967 - $121,894
-339 Reduced 2.49%
13,286 $4.69 Million
Q4 2021

Feb 11, 2022
SELL
$273.64 - $300.17 $1.43 Million - $1.57 Million
-5,231 Reduced 27.74%
13,625 $4.07 Million
Q3 2021

Nov 15, 2021
BUY
$272.66 - $291.28 $410,080 - $438,085
1,504 Added 8.67%
18,856 $5.15 Million
Q2 2021

Aug 16, 2021
BUY
$258.2 - $292.52 $416,993 - $472,419
1,615 Added 10.26%
17,352 $4.82 Million
Q1 2021

Apr 30, 2021
BUY
$227.36 - $263.99 $449,263 - $521,644
1,976 Added 14.36%
15,737 $4.02 Million
Q4 2020

Feb 12, 2021
BUY
$200.7 - $233.92 $266,931 - $311,113
1,330 Added 10.7%
13,761 $3.19 Million
Q3 2020

Oct 29, 2020
BUY
$177.99 - $221.68 $263,247 - $327,864
1,479 Added 13.5%
12,431 $2.65 Million
Q2 2020

Jul 29, 2020
BUY
$169.25 - $201.56 $558,186 - $664,744
3,298 Added 43.09%
10,952 $1.96 Million
Q1 2020

Apr 29, 2020
SELL
$162.13 - $230.2 $305,128 - $433,236
-1,882 Reduced 19.74%
7,654 $1.4 Million
Q4 2019

Jan 29, 2020
BUY
$203.1 - $227.05 $42,854 - $47,907
211 Added 2.26%
9,536 $2.16 Million
Q3 2019

Oct 17, 2019
BUY
$195.81 - $215.25 $55,414 - $60,915
283 Added 3.13%
9,325 $1.94 Million
Q2 2019

Jul 30, 2019
BUY
$197.42 - $218.6 $260,002 - $287,896
1,317 Added 17.05%
9,042 $1.93 Million
Q1 2019

May 13, 2019
SELL
$191.66 - $209.19 $91,230 - $99,574
-476 Reduced 5.8%
7,725 $1.55 Million
Q4 2018

Feb 14, 2019
BUY
$187.76 - $223.76 $495,874 - $590,950
2,641 Added 47.5%
8,201 $1.67 Million
Q3 2018

Nov 14, 2018
BUY
$186.02 - $221.68 $168,348 - $200,620
905 Added 19.44%
5,560 $1.19 Million
Q2 2018

Aug 14, 2018
BUY
$184.91 - $201.2 $139,052 - $151,302
752 Added 19.27%
4,655 $869,000
Q1 2018

May 15, 2018
BUY
$191.42 - $217.25 $126,720 - $143,819
662 Added 20.43%
3,903 $779,000
Q4 2017

Feb 14, 2018
BUY
$181.06 - $199.56 $203,330 - $224,105
1,123 Added 53.02%
3,241 $642,000
Q3 2017

Nov 15, 2017
BUY
$173.99 - $183.82 $368,510 - $389,330
2,118
2,118 $388,000

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

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $597B
More about BRK-B
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email