Atria Wealth Solutions, Inc. Berkshire Hathaway Inc Class B Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 155,086 shares of BRK-B stock, worth $72.7 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

155,086

Previous 154,357 0.47%

Holding current value

$72.7 Million

Previous $62.8 Million 13.68%

% of portfolio

0.8%

Previous 0.71%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$405.19 - $478.57 $295,383 - $348,877	729 Added 0.47%	155,086 $71.4 Million
Q2 2024 Jul 22, 2024	SELL	$396.73 - $420.24 $701,021 - $742,564	-1,767 Reduced 1.13%	154,357 $62.8 Million
Q1 2024 May 13, 2024	BUY	$359.29 - $420.52 $3.2 Million - $3.74 Million	8,899 Added 6.04%	156,124 $65.7 Million
Q4 2023 Feb 02, 2024	BUY	$331.71 - $362.68 $998,778 - $1.09 Million	3,011 Added 2.09%	147,225 $52.5 Million
Q3 2023 Nov 08, 2023	BUY	$340.9 - $370.48 $1.18 Million - $1.29 Million	3,469 Added 2.46%	144,214 $50.5 Million
Q2 2023 Aug 03, 2023	SELL	$309.07 - $341.0 $350,485 - $386,694	-1,134 Reduced 0.8%	140,745 $48 Million
Q1 2023 Aug 22, 2023	SELL	$293.51 - $320.37 $1.14 Million - $1.24 Million	-3,882 Reduced 2.76%	136,863 $42.3 Million
Q1 2023 Jun 14, 2023	BUY	$293.51 - $320.37 $1.47 Million - $1.61 Million	5,016 Added 3.66%	141,879 $43.8 Million
Q1 2023 May 10, 2023	SELL	$293.51 - $320.37 $1.57 Million - $1.72 Million	-5,363 Reduced 3.77%	136,863 $42.3 Million
Q4 2022 Aug 30, 2023	BUY	$264.0 - $318.6 $299,376 - $361,292	1,134 Added 0.81%	141,879 $43.8 Million
Q4 2022 Feb 13, 2023	BUY	$264.0 - $318.6 $125,136 - $151,016	474 Added 0.33%	142,226 $43.9 Million
Q3 2022 Feb 13, 2023	SELL	$264.32 - $306.65 $2.01 Million - $2.33 Million	-7,594 Reduced 5.08%	141,752 $37.9 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $4.97 Million - $5.77 Million	18,804 Added 14.4%	149,346 $40.1 Million
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $7.84 Million - $10.4 Million	29,322 Added 28.97%	130,542 $33.9 Million
Q1 2022 May 16, 2022	BUY	$300.79 - $359.57 $30.4 Million - $36.4 Million	101,220 New	101,220 $35.7 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

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 $610B

More about BRK-B

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Atria Wealth Solutions, Inc. Berkshire Hathaway Inc Class B Transaction History