A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 2,767 shares of BRK-B stock, worth $1.25 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
2,767
Previous 2,556 8.26%
Holding current value
$1.25 Million
Previous $1.04 Million 22.52%
% of portfolio
1.02%
Previous 0.89%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$405.19 - $478.57 $85,495 - $100,978
211 Added 8.26%
2,767 $1.27 Million
Q2 2024

Jul 18, 2024

SELL
$396.73 - $420.24 $148,773 - $157,590
-375 Reduced 12.79%
2,556 $1.04 Million
Q1 2024

May 06, 2024

BUY
$359.29 - $420.52 $6,826 - $7,989
19 Added 0.65%
2,931 $1.23 Million
Q4 2023

Feb 08, 2024

BUY
$331.71 - $362.68 $11,278 - $12,331
34 Added 1.18%
2,912 $1.04 Million
Q3 2023

Nov 01, 2023

SELL
$340.9 - $370.48 $43,976 - $47,791
-129 Reduced 4.29%
2,878 $1.01 Million
Q2 2023

Aug 02, 2023

BUY
$309.07 - $341.0 $1,545 - $1,705
5 Added 0.17%
3,007 $1.03 Million
Q1 2023

May 11, 2023

SELL
$293.51 - $320.37 $5,870 - $6,407
-20 Reduced 0.66%
3,002 $926,000
Q4 2022

Jan 27, 2023

SELL
$264.0 - $318.6 $27,456 - $33,134
-104 Reduced 3.33%
3,022 $933,000
Q2 2022

Aug 05, 2022

SELL
$267.52 - $353.1 $70,892 - $93,571
-265 Reduced 7.81%
3,126 $853,000
Q1 2022

Apr 27, 2022

BUY
$300.79 - $359.57 $55,646 - $66,520
185 Added 5.77%
3,391 $1.2 Million
Q4 2021

Feb 10, 2022

BUY
$273.64 - $300.17 $877,289 - $962,345
3,206 New
3,206 $959,000

Others Institutions Holding BRK-B

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 $590B
More about BRK-B
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