A detailed history of Worth Financial Advisory Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 897 shares of BRK-B stock, worth $404,475. This represents 0.24% of its overall portfolio holdings.

Number of Shares
897
Previous 816 9.93%
Holding current value
$404,475
Previous $332 Million 24.37%
% of portfolio
0.24%
Previous 0.22%

Shares

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

Oct 24, 2024

BUY
$405.19 - $478.57 $32,820 - $38,764
81 Added 9.93%
897 $413 Million
Q2 2024

Jul 26, 2024

BUY
$396.73 - $420.24 $41,656 - $44,125
105 Added 14.77%
816 $332 Million
Q1 2024

Apr 30, 2024

SELL
$359.29 - $420.52 $3,233 - $3,784
-9 Reduced 1.25%
711 $299 Million
Q2 2023

Jul 28, 2023

SELL
$309.07 - $341.0 $1,854 - $2,046
-6 Reduced 0.83%
720 $246 Million
Q1 2023

Apr 19, 2023

BUY
$293.51 - $320.37 $4,109 - $4,485
14 Added 1.97%
726 $224 Million
Q4 2022

Feb 13, 2023

BUY
$264.0 - $318.6 $187,968 - $226,843
712 New
712 $220 Million

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 $587B
More about BRK-B
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