Axiom Financial Strategies, LLC Berkshire Hathaway Inc Class B Transaction History

Axiom Financial Strategies, LLC

$189 Million
Q3 2024

A detailed history of Axiom Financial Strategies, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Axiom Financial Strategies, LLC holds 926 shares of BRK-B stock, worth $435,479. This represents 0.23% of its overall portfolio holdings.

Number of Shares

926

Previous 563 64.48%

Holding current value

$435,479

Previous $229,000 86.03%

% of portfolio

0.23%

Previous 0.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$405.19 - $478.57 $147,083 - $173,720	363 Added 64.48%	926 $426,000
Q4 2023 Feb 13, 2024	BUY	$331.71 - $362.68 $186,752 - $204,188	563 New	563 $200,000
Q4 2022 May 18, 2023	SELL	$264.0 - $318.6 $1.01 Million - $1.22 Million	-3,815 Reduced 85.42%	651 $201,000
Q3 2022 Oct 17, 2022	SELL	$264.32 - $306.65 $5,286 - $6,133	-20 Reduced 0.45%	4,466 $1.19 Million
Q2 2022 Aug 10, 2022	SELL	$267.52 - $353.1 $2,140 - $2,824	-8 Reduced 0.18%	4,486 $1.23 Million
Q1 2022 May 02, 2022	SELL	$300.79 - $359.57 $5,113 - $6,112	-17 Reduced 0.38%	4,494 $1.44 Million
Q4 2021 Feb 04, 2022	SELL	$273.64 - $300.17 $6,020 - $6,603	-22 Reduced 0.49%	4,511 $1.35 Million
Q1 2021 May 13, 2021	BUY	$227.36 - $263.99 $9,776 - $11,351	43 Added 0.96%	4,533 $1.16 Million
Q4 2020 Jun 15, 2022	SELL	$200.7 - $233.92 $3,813 - $4,444	-19 Reduced 0.42%	4,490 $956,000
Q4 2020 Feb 05, 2021	BUY	$200.7 - $233.92 $3,813 - $4,444	19 Added 0.42%	4,509 $1.05 Million
Q2 2020 Nov 23, 2020	BUY	$169.25 - $201.56 $3,215 - $3,829	19 Added 0.42%	4,490 $802,000
Q1 2020 Nov 23, 2020	BUY	$162.13 - $230.2 $724,883 - $1.03 Million	4,471 New	4,471 $817,000

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 $612B

More about BRK-B

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Axiom Financial Strategies, LLC Berkshire Hathaway Inc Class B Transaction History