Annapolis Financial Services, LLC Berkshire Hathaway Inc Class B Transaction History

Annapolis Financial Services, LLC

$323 Million
Q3 2024

A detailed history of Annapolis Financial Services, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 1,985 shares of BRK-B stock, worth $949,941. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,985

Previous 1,959 1.33%

Holding current value

$949,941

Previous $796,000 14.7%

% of portfolio

0.28%

Previous 0.27%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$405.19 - $478.57 $10,534 - $12,442	26 Added 1.33%	1,985 $913,000
Q1 2024 Apr 17, 2024	SELL	$359.29 - $420.52 $176,052 - $206,054	-490 Reduced 20.01%	1,959 $823,000
Q4 2023 Jan 31, 2024	BUY	$331.71 - $362.68 $80,605 - $88,131	243 Added 11.02%	2,449 $873,000
Q1 2023 Apr 17, 2023	SELL	$293.51 - $320.37 $2.43 Million - $2.66 Million	-8,296 Reduced 78.99%	2,206 $681,000
Q4 2022 Jan 20, 2023	SELL	$264.0 - $318.6 $204,072 - $246,277	-773 Reduced 6.86%	10,502 $0
Q3 2022 Oct 21, 2022	BUY	$264.32 - $306.65 $21,145 - $24,532	80 Added 0.71%	11,275 $3.01 Million
Q2 2022 Jul 22, 2022	BUY	$267.52 - $353.1 $2,407 - $3,177	9 Added 0.08%	11,195 $3.06 Million
Q1 2022 Apr 29, 2022	SELL	$300.79 - $359.57 $646,698 - $773,075	-2,150 Reduced 16.12%	11,186 $3.95 Million
Q4 2021 Feb 11, 2022	SELL	$273.64 - $300.17 $102,615 - $112,563	-375 Reduced 2.74%	13,336 $3.99 Million
Q3 2021 Nov 09, 2021	BUY	$272.66 - $291.28 $49,896 - $53,304	183 Added 1.35%	13,711 $3.74 Million
Q2 2021 Aug 04, 2021	BUY	$258.2 - $292.52 $7,746 - $8,775	30 Added 0.22%	13,528 $3.76 Million
Q1 2021 May 06, 2021	SELL	$227.36 - $263.99 $113,680 - $131,995	-500 Reduced 3.57%	13,498 $3.45 Million
Q4 2020 Feb 11, 2021	BUY	$200.7 - $233.92 $2.81 Million - $3.27 Million	13,998 New	13,998 $3.25 Million

Others Institutions Holding BRK-B

# of Institutions

4,377

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 $623B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Annapolis Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annapolis Financial Services, LLC with notifications on news.

Account

Annapolis Financial Services, LLC Berkshire Hathaway Inc Class B Transaction History