Apella Capital, LLC Berkshire Hathaway Inc Class B Transaction History

Apella Capital, LLC

$3.51 Billion
Q2 2025

A detailed history of Apella Capital, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Apella Capital, LLC holds 25,245 shares of BRK-B stock, worth $12 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

25,245

Previous 17,819 41.67%

Holding current value

$12 Million

Previous $9.36 Million 31.08%

% of portfolio

0.35%

Previous 0.33%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$483.48 - $539.8 $3.59 Million - $4.01 Million	7,426 Added 41.67%	25,245 $12.3 Million
Q1 2025 Apr 10, 2025	BUY	$442.66 - $534.52 $729,946 - $881,423	1,649 Added 10.2%	17,819 $9.36 Million
Q4 2024 Jan 14, 2025	SELL	$442.29 - $483.08 $63,689 - $69,563	-144 Reduced 0.88%	16,170 $7.33 Million
Q3 2024 Oct 03, 2024	BUY	$405.19 - $478.57 $223,259 - $263,692	551 Added 3.5%	16,314 $7.51 Million
Q2 2024 Jul 10, 2024	BUY	$396.73 - $420.24 $1.48 Million - $1.57 Million	3,740 Added 31.11%	15,763 $6.41 Million
Q1 2024 Apr 10, 2024	BUY	$359.29 - $420.52 $46,348 - $54,247	129 Added 1.08%	12,023 $5.06 Million
Q4 2023 Jan 05, 2024	BUY	$331.71 - $362.68 $27,863 - $30,465	84 Added 0.71%	11,894 $4.24 Million
Q3 2023 Oct 10, 2023	BUY	$340.9 - $370.48 $64,089 - $69,650	188 Added 1.62%	11,810 $4.14 Million
Q2 2023 Jul 06, 2023	BUY	$309.07 - $341.0 $382,010 - $421,476	1,236 Added 11.9%	11,622 $3.96 Million
Q4 2022 Jan 10, 2023	SELL	$264.0 - $318.6 $32,208 - $38,869	-122 Reduced 1.16%	10,386 $0
Q3 2022 Oct 11, 2022	SELL	$264.32 - $306.65 $4,493 - $5,213	-17 Reduced 0.16%	10,508 $2.81 Million
Q2 2022 Jul 08, 2022	BUY	$267.52 - $353.1 $117,173 - $154,657	438 Added 4.34%	10,525 $2.87 Million
Q1 2022 Apr 11, 2022	BUY	$300.79 - $359.57 $374,483 - $447,664	1,245 Added 14.08%	10,087 $3.56 Million
Q4 2021 Jan 13, 2022	SELL	$273.64 - $300.17 $42,414 - $46,526	-155 Reduced 1.72%	8,842 $2.64 Million
Q3 2021 Jan 18, 2022	SELL	$272.66 - $291.28 $3,544 - $3,786	-13 Reduced 0.14%	8,997 $2.46 Million
Q3 2021 Oct 12, 2021	BUY	$272.66 - $291.28 $3,544 - $3,786	13 Added 0.14%	9,010 $2.51 Million
Q2 2021 Jan 18, 2022	SELL	$258.2 - $292.52 $4,389 - $4,972	-17 Reduced 0.19%	8,997 $2.5 Million
Q2 2021 Jul 02, 2021	BUY	$258.2 - $292.52 $146,915 - $166,443	569 Added 6.74%	9,014 $2.51 Million
Q4 2020 Feb 18, 2021	BUY	$200.7 - $233.92 $21,474 - $25,029	107 Added 1.28%	8,445 $1.96 Million
Q2 2020 Jul 20, 2020	SELL	$169.25 - $201.56 $170,096 - $202,567	-1,005 Reduced 10.76%	8,338 $1.49 Million
Q1 2020 May 14, 2020	BUY	$162.13 - $230.2 $1.51 Million - $2.15 Million	9,343 New	9,343 $1.71 Million

Others Institutions Holding BRK-B

# of Institutions

5,002

Shares Held

915M

Call Options Held

18.1M

Put Options Held

12M

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 $621B

More about BRK-B

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Apella Capital, LLC Berkshire Hathaway Inc Class B Transaction History