Big Sur Wealth Management LLC Berkshire Hathaway Inc Transaction History

Big Sur Wealth Management LLC

$354 Million
Q3 2024

A detailed history of Big Sur Wealth Management LLC transactions in Berkshire Hathaway Inc stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 32 shares of BRK-A stock, worth $22.9 Million. This represents 6.23% of its overall portfolio holdings.

Number of Shares

Previous 32 -0.0%

Holding current value

$22.9 Million

Previous $19.6 Million 12.77%

% of portfolio

6.23%

Previous 6.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$598160.0 - $634030.0 $5.38 Million - $5.71 Million	-9 Reduced 21.95%	32 $19.6 Million
Q1 2024 May 21, 2024	BUY	$545250.0 - $634440.0 $5.45 Million - $6.34 Million	10 Added 32.26%	41 $26 Million
Q4 2023 Feb 12, 2024	BUY	$503375.0 - $555800.0 $1.01 Million - $1.11 Million	2 Added 6.9%	31 $16.8 Million
Q2 2023 Aug 14, 2023	SELL	$467660.0 - $517810.0 $1.4 Million - $1.55 Million	-3 Reduced 9.38%	29 $15 Million
Q1 2023 May 12, 2023	SELL	$442765.0 - $484522.5 $1.77 Million - $1.94 Million	-4 Reduced 11.11%	32 $14.9 Million
Q4 2022 Feb 09, 2023	BUY	$402836.0 - $479086.5 $2.01 Million - $2.4 Million	5 Added 16.13%	36 $16.8 Million
Q1 2022 May 05, 2022	SELL	$454300.0 - $539180.0 $908,600 - $1.08 Million	-2 Reduced 6.06%	31 $16.4 Million
Q3 2020 Oct 30, 2020	BUY	$267020.0 - $332840.0 $267,020 - $332,840	1 Added 3.13%	33 $10.6 Million
Q2 2020 Jul 31, 2020	SELL	$253501.0 - $302235.0 $1.52 Million - $1.81 Million	-6 Reduced 15.79%	32 $8.55 Million
Q1 2020 May 05, 2020	BUY	$240000.0 - $344970.0 $3.12 Million - $4.48 Million	13 Added 52.0%	38 $10.3 Million
Q2 2019 Jul 05, 2019	SELL	$297060.0 - $327766.0 $1.49 Million - $1.64 Million	-5 Reduced 16.67%	25 $8.05 Million
Q1 2019 Apr 05, 2019	BUY	$287000.0 - $313875.0 $574,000 - $627,750	2 Added 7.14%	30 $9.04 Million
Q4 2018 Feb 01, 2019	BUY	$282640.0 - $335630.0 $565,280 - $671,260	2 Added 7.69%	28 $8.57 Million
Q3 2018 Oct 23, 2018	BUY	$282000.0 - $333415.0 $282,000 - $333,415	1 Added 4.0%	26 $8.32 Million
Q4 2017 Feb 01, 2018	SELL	$271410.0 - $299360.0 $271,410 - $299,360	-1 Reduced 3.85%	25 $7.44 Million
Q2 2017 Aug 14, 2017	BUY	N/A	26	26 $6.94 Million

Others Institutions Holding BRK-A

# of Institutions

1,118

Shares Held

783K

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHAWAY INC

Ticker BRK-A
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 599,924
Market Cap $428B
Description
Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricit...

More about BRK-A

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Big Sur Wealth Management LLC Berkshire Hathaway Inc Transaction History