A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,228 shares of BRK-B stock, worth $585,227. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,228
Previous 1,228 -0.0%
Holding current value
$585,227
Previous $500 Million 13.14%
% of portfolio
0.07%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Apr 04, 2024

SELL
$264.0 - $318.6 $3,696 - $4,460
-14 Reduced 1.13%
1,228 $379 Million
Q2 2022

Apr 04, 2024

BUY
$267.52 - $353.1 $332,259 - $438,550
1,242 New
1,242 $339 Million
Q3 2021

Apr 05, 2024

BUY
$272.66 - $291.28 $4,362 - $4,660
16 Added 1.08%
1,492 $407 Million
Q1 2021

Apr 05, 2024

BUY
$227.36 - $263.99 $335,583 - $389,649
1,476 New
1,476 $377 Million
Q1 2020

Apr 05, 2024

SELL
$162.13 - $230.2 $200,879 - $285,217
-1,239 Closed
0 $0
Q4 2019

Apr 05, 2024

BUY
$203.1 - $227.05 $6,296 - $7,038
31 Added 2.57%
1,239 $281 Million
Q3 2019

Apr 05, 2024

BUY
$195.81 - $215.25 $4,699 - $5,166
24 Added 2.03%
1,208 $251 Million
Q2 2019

Apr 05, 2024

SELL
$197.42 - $218.6 $8,686 - $9,618
-44 Reduced 3.58%
1,184 $252 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 $620B
More about BRK-B
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