A detailed history of Wellspring Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 3,120 shares of BRK-B stock, worth $1.43 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,120
Previous 3,190 2.19%
Holding current value
$1.43 Million
Previous $1.3 Billion 10.66%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Nov 13, 2024

SELL
$405.19 - $478.57 $28,363 - $33,499
-70 Reduced 2.19%
3,120 $1.44 Billion
Q2 2024

Aug 12, 2024

BUY
$396.73 - $420.24 $25,787 - $27,315
65 Added 2.08%
3,190 $1.3 Billion
Q1 2024

May 01, 2024

BUY
$359.29 - $420.52 $130,781 - $153,069
364 Added 13.18%
3,125 $1.31 Billion
Q4 2023

Feb 13, 2024

BUY
$331.71 - $362.68 $193,386 - $211,442
583 Added 26.77%
2,761 $985 Million
Q1 2023

May 12, 2023

SELL
$293.51 - $320.37 $115,936 - $126,546
-395 Reduced 15.35%
2,178 $673 Million
Q4 2022

Feb 13, 2023

BUY
$264.0 - $318.6 $118,800 - $143,370
450 Added 21.2%
2,573 $794,000
Q3 2022

Nov 14, 2022

BUY
$264.32 - $306.65 $23,524 - $27,291
89 Added 4.38%
2,123 $567,000
Q2 2022

Aug 12, 2022

SELL
$267.52 - $353.1 $2,942 - $3,884
-11 Reduced 0.54%
2,034 $555,000
Q2 2021

Aug 13, 2021

BUY
$258.2 - $292.52 $22,463 - $25,449
87 Added 4.44%
2,045 $568,000
Q1 2021

May 17, 2021

SELL
$227.36 - $263.99 $33,194 - $38,542
-146 Reduced 6.94%
1,958 $358,000
Q4 2020

Feb 16, 2021

SELL
$200.7 - $233.92 $3,612 - $4,210
-18 Reduced 0.85%
2,104 $488,000
Q3 2020

Nov 13, 2020

BUY
$177.99 - $221.68 $19,400 - $24,163
109 Added 5.41%
2,122 $452,000
Q2 2020

Aug 14, 2020

BUY
$169.25 - $201.56 $9,308 - $11,085
55 Added 2.81%
2,013 $359,000
Q1 2020

May 14, 2020

BUY
$162.13 - $230.2 $317,450 - $450,731
1,958 New
1,958 $358,000

Others Institutions Holding BRK-B

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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