A detailed history of Beaumont Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 57,171 shares of BRK-B stock, worth $27.4 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
57,171
Previous 57,963 1.37%
Holding current value
$27.4 Million
Previous $23.6 Million 11.6%
% of portfolio
2.38%
Previous 2.14%

Shares

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

Oct 09, 2024

SELL
$405.19 - $478.57 $320,910 - $379,027
-792 Reduced 1.37%
57,171 $26.3 Million
Q2 2024

Jul 24, 2024

BUY
$396.73 - $420.24 $197,174 - $208,859
497 Added 0.86%
57,963 $23.6 Million
Q1 2024

May 10, 2024

SELL
$359.29 - $420.52 $51,737 - $60,554
-144 Reduced 0.25%
57,466 $24.2 Million
Q4 2023

Jan 31, 2024

SELL
$331.71 - $362.68 $114,108 - $124,761
-344 Reduced 0.59%
57,610 $20.5 Million
Q3 2023

Nov 01, 2023

BUY
$340.9 - $370.48 $681 - $740
2 Added 0.0%
57,954 $20.3 Million
Q2 2023

Aug 02, 2023

SELL
$309.07 - $341.0 $44,197 - $48,763
-143 Reduced 0.25%
57,952 $19.8 Million
Q1 2023

May 08, 2023

SELL
$293.51 - $320.37 $352,799 - $385,084
-1,202 Reduced 2.03%
58,095 $17.9 Million
Q4 2022

Jan 25, 2023

BUY
$264.0 - $318.6 $15.7 Million - $18.9 Million
59,297 New
59,297 $0

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 $623B
More about BRK-B
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.