Aprio Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Aprio Wealth Management, LLC

$514 Million
Q2 2024

A detailed history of Aprio Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 4,118 shares of BRK-B stock, worth $1.79 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,118

Previous 3,087 33.4%

Holding current value

$1.79 Million

Previous $1.3 Million 29.04%

% of portfolio

0.33%

Previous 0.27%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	BUY	$396.73 - $420.24 $409,028 - $433,267	1,031 Added 33.4%	4,118 $1.68 Million
Q1 2024 Apr 10, 2024	BUY	$359.29 - $420.52 $248,987 - $291,420	693 Added 28.95%	3,087 $1.3 Million
Q4 2023 Jan 17, 2024	SELL	$331.71 - $362.68 $66,673 - $72,898	-201 Reduced 7.75%	2,394 $853,000
Q3 2023 Oct 10, 2023	BUY	$340.9 - $370.48 $102,610 - $111,514	301 Added 13.12%	2,595 $909,000
Q2 2023 Jul 13, 2023	SELL	$309.07 - $341.0 $78,503 - $86,614	-254 Reduced 9.97%	2,294 $782,000

Q1 2023 Apr 14, 2023	SELL	$293.51 - $320.37 $94,216 - $102,838	-321 Reduced 11.19%	2,548 $786,000
Q4 2022 Jan 11, 2023	SELL	$264.0 - $318.6 $9,240 - $11,151	-35 Reduced 1.21%	2,869 $0
Q3 2022 Oct 13, 2022	BUY	$264.32 - $306.65 $68,458 - $79,422	259 Added 9.79%	2,904 $775,000
Q2 2022 Jul 26, 2022	SELL	$267.52 - $353.1 $49,223 - $64,970	-184 Reduced 6.5%	2,645 $722,000
Q1 2022 Apr 19, 2022	BUY	$300.79 - $359.57 $31,883 - $38,114	106 Added 3.89%	2,829 $998,000
Q4 2021 Jan 26, 2022	SELL	$273.64 - $300.17 $1,094 - $1,200	-4 Reduced 0.15%	2,723 $814,000
Q2 2021 Jul 23, 2021	BUY	$258.2 - $292.52 $2,323 - $2,632	9 Added 0.33%	2,727 $758,000
Q4 2020 Jan 11, 2021	BUY	$200.7 - $233.92 $95,934 - $111,813	478 Added 21.34%	2,718 $630,000
Q3 2020 Oct 14, 2020	SELL	$177.99 - $221.68 $24,918 - $31,035	-140 Reduced 5.88%	2,240 $477,000
Q2 2020 Jul 20, 2020	SELL	$169.25 - $201.56 $677 - $806	-4 Reduced 0.17%	2,380 $425,000
Q1 2020 Apr 16, 2020	BUY	$162.13 - $230.2 $114,301 - $162,291	705 Added 41.99%	2,384 $436,000
Q4 2019 Feb 14, 2020	BUY	$203.1 - $227.05 $341,004 - $381,216	1,679 New	1,679 $380,000

Others Institutions Holding BRK-B

# of Institutions

4,180

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.78M

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 $565B

More about BRK-B

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Aprio Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History