Appleton Partners Inc Berkshire Hathaway Inc Class B Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

A detailed history of Appleton Partners Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Appleton Partners Inc holds 14,262 shares of BRK-B stock, worth $6.8 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

14,262

Previous 14,321 0.41%

Holding current value

$6.8 Million

Previous $5.83 Million 12.67%

% of portfolio

0.48%

Previous 0.45%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 01, 2024	SELL	$405.19 - $478.57 $23,906 - $28,235	-59 Reduced 0.41%	14,262 $6.56 Million
Q2 2024 Jul 02, 2024	SELL	$396.73 - $420.24 $113,464 - $120,188	-286 Reduced 1.96%	14,321 $5.83 Million
Q1 2024 Apr 01, 2024	SELL	$359.29 - $420.52 $350,667 - $410,427	-976 Reduced 6.26%	14,607 $6.14 Million
Q4 2023 Jan 02, 2024	SELL	$331.71 - $362.68 $696,259 - $761,265	-2,099 Reduced 11.87%	15,583 $5.56 Million
Q3 2023 Oct 03, 2023	SELL	$340.9 - $370.48 $293,855 - $319,353	-862 Reduced 4.65%	17,682 $6.19 Million
Q2 2023 Jul 10, 2023	BUY	$309.07 - $341.0 $177,097 - $195,393	573 Added 3.19%	18,544 $6.32 Million
Q1 2023 Apr 10, 2023	BUY	$293.51 - $320.37 $127,970 - $139,681	436 Added 2.49%	17,971 $5.55 Million
Q4 2022 Jan 19, 2023	SELL	$264.0 - $318.6 $13,992 - $16,885	-53 Reduced 0.3%	17,535 $5.42 Million
Q3 2022 Oct 27, 2022	SELL	$264.32 - $306.65 $37,533 - $43,544	-142 Reduced 0.8%	17,588 $4.7 Million
Q2 2022 Jul 08, 2022	BUY	$267.52 - $353.1 $808,712 - $1.07 Million	3,023 Added 20.55%	17,730 $4.84 Million
Q1 2022 Apr 05, 2022	BUY	$300.79 - $359.57 $406,066 - $485,419	1,350 Added 10.11%	14,707 $5.19 Million
Q4 2021 Feb 03, 2022	BUY	$273.64 - $300.17 $37,488 - $41,123	137 Added 1.04%	13,357 $3.99 Million
Q3 2021 Oct 14, 2021	BUY	$272.66 - $291.28 $23,176 - $24,758	85 Added 0.65%	13,220 $3.61 Million
Q2 2021 Jul 07, 2021	BUY	$258.2 - $292.52 $91,144 - $103,259	353 Added 2.76%	13,135 $3.65 Million
Q1 2021 Apr 19, 2021	SELL	$227.36 - $263.99 $20,007 - $23,231	-88 Reduced 0.68%	12,782 $3.27 Million
Q4 2020 Jan 19, 2021	SELL	$200.7 - $233.92 $20,270 - $23,625	-101 Reduced 0.78%	12,870 $2.98 Million
Q3 2020 Oct 14, 2020	SELL	$177.99 - $221.68 $5,339 - $6,650	-30 Reduced 0.23%	12,971 $2.76 Million
Q2 2020 Aug 14, 2020	SELL	$169.25 - $201.56 $23,864 - $28,419	-141 Reduced 1.07%	13,001 $2.32 Million
Q1 2020 May 04, 2020	BUY	$162.13 - $230.2 $14,267 - $20,257	88 Added 0.67%	13,142 $2.4 Million
Q4 2019 Jan 13, 2020	BUY	$203.1 - $227.05 $73,725 - $82,419	363 Added 2.86%	13,054 $2.96 Million
Q3 2019 Nov 04, 2019	BUY	$195.81 - $215.25 $2,937 - $3,228	15 Added 0.12%	12,691 $2.64 Million
Q2 2019 Jul 25, 2019	BUY	$197.42 - $218.6 $271,057 - $300,137	1,373 Added 12.15%	12,676 $2.7 Million
Q1 2019 Apr 17, 2019	SELL	$191.66 - $209.19 $13,416 - $14,643	-70 Reduced 0.62%	11,303 $2.27 Million
Q4 2018 Jan 17, 2019	SELL	$187.76 - $223.76 $65,716 - $78,316	-350 Reduced 2.99%	11,373 $2.32 Million
Q3 2018 Oct 09, 2018	BUY	$186.02 - $221.68 $61,386 - $73,154	330 Added 2.9%	11,723 $2.51 Million
Q2 2018 Aug 08, 2018	BUY	$184.91 - $201.2 $136,833 - $148,888	740 Added 6.95%	11,393 $2.13 Million
Q1 2018 Apr 11, 2018	BUY	$191.42 - $217.25 $132,462 - $150,337	692 Added 6.95%	10,653 $2.13 Million
Q4 2017 Jan 12, 2018	BUY	$181.06 - $199.56 $1,448 - $1,596	8 Added 0.08%	9,961 $1.97 Million
Q3 2017 Oct 12, 2017	BUY	$173.99 - $183.82 $1.73 Million - $1.83 Million	9,953	9,953 $1.83 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 $620B

More about BRK-B

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Appleton Partners Inc Berkshire Hathaway Inc Class B Transaction History