Wescott Financial Advisory Group, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 10,297 shares of BRKB stock, worth $0. This represents 0.58% of its overall portfolio holdings.

Number of Shares
10,297
Previous 10,297 -0.0%
Holding current value
$0
Previous $4.19 Million 13.16%
% of portfolio
0.58%
Previous 0.55%

Shares

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

Aug 14, 2024
BUY
N/A
7,143 Added 226.47%
10,297 $4.19 Million
Q1 2024

May 13, 2024
SELL
N/A
-144 Reduced 4.37%
3,154 $1.33 Million
Q4 2023

Feb 13, 2024
SELL
N/A
-4 Reduced 0.12%
3,298 $1.18 Million
Q3 2023

Nov 09, 2023
BUY
N/A
4 Added 0.12%
3,302 $1.16 Million
Q2 2023

Aug 11, 2023
SELL
N/A
-57 Reduced 1.7%
3,298 $1.12 Million
Q1 2023

May 10, 2023
BUY
N/A
82 Added 2.51%
3,355 $1.04 Million
Q4 2022

Feb 06, 2023
BUY
N/A
237 Added 7.81%
3,273 $1.01 Million
Q3 2022

Nov 14, 2022
BUY
N/A
216 Added 7.66%
3,036 $811,000
Q2 2022

Jul 28, 2022
BUY
N/A
143 Added 5.34%
2,820 $770,000
Q1 2022

May 16, 2022
BUY
N/A
1,687 Added 170.4%
2,677 $945,000
Q4 2021

Jan 31, 2022
SELL
N/A
-788 Reduced 44.32%
990 $296,000
Q3 2021

Oct 29, 2021
BUY
N/A
153 Added 9.42%
1,778 $485,000
Q2 2021

Aug 10, 2021
SELL
N/A
-17 Reduced 1.04%
1,625 $452,000
Q1 2021

Jun 25, 2021
BUY
N/A
382 Added 30.32%
1,642 $419,000
Q4 2020

Jun 25, 2021
BUY
N/A
1,260 New
1,260 $292,000

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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