XCEL WEALTH MANAGEMENT, LLC – Berkshire Hathaway Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$2.84M
portfolio value
Berkshire Hathaway Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +62.27% | 4.08K shares | 1.05M | $0 | 10.64K |
| Q2 2022 | share | Increase | +89.02% | 3.08K shares | 566K | $0 | 6.55K |
| Q1 2022 | share | Increase | +0.29% | 10 shares | 190K | $0 | 3.46K |
| Q4 2021 | share | Increase | +0.82% | 28 shares | 98K | $0 | 3.45K |
| Q3 2021 | share | Increase | +2.39% | 80 shares | 5K | $0 | 3.43K |
| Q2 2021 | share | Decrease | -2.50% | -86 shares | 53K | $0 | 3.35K |
| Q1 2021 | share | Decrease | -1.60% | -56 shares | 69K | $0 | 3.43K |
| Q4 2020 | share | Decrease | -10.71% | -419 shares | -24K | $0 | 3.49K |
| Q3 2020 | share | Decrease | -0.89% | -35 shares | 129K | $0 | 3.91K |
| Q2 2020 | share | Decrease | -4.01% | -165 shares | -47K | $0 | 3.94K |
| Q1 2020 | share | Increase | 0.00% | 4.11K shares | 751K | $0 | 4.11K |
| Q4 2019 | share | Decrease | -100.00% | -1.96K shares | -408K | $0 | 0 |
| Q3 2019 | share | 0.00% | 0 shares | -10K | $0 | 1.96K | |
| Q2 2019 | share | 0.00% | 0 shares | 24K | $0 | 1.96K | |
| Q1 2019 | share | Increase | +0.87% | 17 shares | -3K | $0 | 1.96K |
| Q4 2018 | share | Increase | 0.00% | 1.94K shares | 397K | $0 | 1.94K |