Baron Silver Stevens Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 3,286 shares of BRK-B stock, worth $1.49 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,286

Previous 3,199 2.72%

Holding current value

$1.49 Million

Previous $1.3 Million 16.22%

% of portfolio

0.27%

Previous 0.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$405.19 - $478.57 $35,251 - $41,635	87 Added 2.72%	3,286 $1.51 Million
Q2 2024 Jul 18, 2024	BUY	$396.73 - $420.24 $114,258 - $121,029	288 Added 9.89%	3,199 $1.3 Million
Q1 2024 May 02, 2024	BUY	$359.29 - $420.52 $150,901 - $176,618	420 Added 16.86%	2,911 $1.22 Million
Q4 2023 Feb 07, 2024	BUY	$331.71 - $362.68 $59,376 - $64,919	179 Added 7.74%	2,491 $888,000
Q3 2023 Oct 31, 2023	BUY	$340.9 - $370.48 $7,158 - $7,780	21 Added 0.92%	2,312 $809,000
Q2 2023 Jul 24, 2023	SELL	$309.07 - $341.0 $21,943 - $24,211	-71 Reduced 3.01%	2,291 $781,000
Q1 2023 Apr 18, 2023	BUY	$293.51 - $320.37 $34,634 - $37,803	118 Added 5.26%	2,362 $729,000
Q4 2022 Jan 30, 2023	BUY	$264.0 - $318.6 $592,416 - $714,938	2,244 New	2,244 $693,000
Q2 2022 Jul 26, 2022	BUY	$267.52 - $353.1 $59,656 - $78,741	223 Added 9.94%	2,467 $673,000
Q4 2021 Jan 31, 2022	BUY	$273.64 - $300.17 $34,205 - $37,521	125 Added 5.9%	2,244 $671,000
Q3 2021 Nov 12, 2021	SELL	$272.66 - $291.28 $68,165 - $72,820	-250 Reduced 10.55%	2,119 $578,000
Q2 2021 Jul 27, 2021	BUY	$258.2 - $292.52 $64,550 - $73,130	250 Added 11.8%	2,369 $658,000
Q1 2021 Apr 27, 2021	BUY	$227.36 - $263.99 $227 - $263	1 Added 0.05%	2,119 $541,000
Q4 2020 Mar 19, 2021	BUY	$200.7 - $233.92 $425,082 - $495,442	2,118 New	2,118 $491,000

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

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 $590B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Silver Stevens Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.

Account

Baron Silver Stevens Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History