Trifecta Capital Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Trifecta Capital Advisors, LLC

$478 Billion
Q3 2024

A detailed history of Trifecta Capital Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 6,229 shares of BRK-B stock, worth $2.94 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

6,229

Previous 6,465 3.65%

Holding current value

$2.94 Million

Previous $2.63 Billion 9.01%

% of portfolio

0.6%

Previous 0.58%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$405.19 - $478.57 $95,624 - $112,942	-236 Reduced 3.65%	6,229 $2.87 Billion
Q2 2024 Aug 07, 2024	SELL	$396.73 - $420.24 $194,000 - $205,497	-489 Reduced 7.03%	6,465 $2.63 Billion
Q1 2024 Apr 16, 2024	SELL	$359.29 - $420.52 $224,915 - $263,245	-626 Reduced 8.26%	6,954 $2.92 Billion
Q4 2023 Jan 25, 2024	BUY	$331.71 - $362.68 $218,928 - $239,368	660 Added 9.54%	7,580 $2.7 Billion
Q3 2023 Nov 01, 2023	SELL	$340.9 - $370.48 $235,902 - $256,372	-692 Reduced 9.09%	6,920 $2.42 Billion
Q2 2023 Aug 14, 2023	SELL	$309.07 - $341.0 $12,362 - $13,640	-40 Reduced 0.52%	7,612 $2.6 Billion
Q1 2023 May 09, 2023	SELL	$293.51 - $320.37 $28,763 - $31,396	-98 Reduced 1.26%	7,652 $2.36 Billion
Q4 2022 Jan 17, 2023	BUY	$264.0 - $318.6 $2.05 Million - $2.47 Million	7,750 New	7,750 $2.39 Billion

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

View Full List

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 $614B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.

Account

Trifecta Capital Advisors, LLC Berkshire Hathaway Inc Class B Transaction History