Allen Mooney & Barnes Investment Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$642 Billion
Q3 2025

A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 5,378 shares of BRK-B stock, worth $2.74 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

5,378

Previous 5,525 2.66%

Holding current value

$2.74 Million

Previous $2.68 Billion 0.74%

% of portfolio

0.42%

Previous 0.44%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$459.11 - $506.91 $67,489 - $74,515	-147 Reduced 2.66%	5,378 $2.7 Billion
Q2 2025 Jul 08, 2025	BUY	$483.48 - $539.8 $18,855 - $21,052	39 Added 0.71%	5,525 $2.68 Billion
Q1 2025 Apr 15, 2025	SELL	$442.66 - $534.52 $70,382 - $84,988	-159 Reduced 2.82%	5,486 $2.92 Billion
Q3 2024 Oct 15, 2024	BUY	$405.19 - $478.57 $269,856 - $318,727	666 Added 13.38%	5,645 $2.6 Billion
Q2 2024 Jul 11, 2024	SELL	$396.73 - $420.24 $725,619 - $768,618	-1,829 Reduced 26.87%	4,979 $2.03 Billion

Q1 2024 Apr 12, 2024	SELL	$359.29 - $420.52 $745,886 - $872,999	-2,076 Reduced 23.37%	6,808 $2.78 Billion
Q4 2023 Jan 22, 2024	BUY	$331.71 - $362.68 $17,580 - $19,222	53 Added 0.6%	8,884 $3.17 Billion
Q3 2023 Nov 21, 2023	BUY	$340.9 - $370.48 $3.01 Million - $3.27 Million	8,831 New	8,831 $3.09 Billion
Q2 2023 May 23, 2024	SELL	$309.07 - $341.0 $42,033 - $46,376	-136 Reduced 2.81%	4,705 $1.6 Billion
Q1 2023 May 23, 2024	BUY	$293.51 - $320.37 $7,044 - $7,688	24 Added 0.5%	4,841 $1.49 Billion
Q4 2022 May 23, 2024	SELL	$264.0 - $318.6 $525,624 - $634,332	-1,991 Reduced 29.25%	4,817 $1.49 Billion
Q2 2022 May 23, 2024	BUY	$267.52 - $353.1 $52,968 - $69,913	198 Added 3.95%	5,215 $1.42 Billion
Q1 2022 May 23, 2024	SELL	$300.79 - $359.57 $538,714 - $643,989	-1,791 Reduced 26.31%	5,017 $1.77 Billion

Others Institutions Holding BRK-B

# of Institutions

5,126

Shares Held

882M

Call Options Held

19.9M

Put Options Held

15.3M

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 $662B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Mooney & Barnes Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Mooney & Barnes Investment Advisors LLC with notifications on news.

Account

Allen Mooney & Barnes Investment Advisors LLC Berkshire Hathaway Inc Class B Transaction History