Bms Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 589 shares of BRK-B stock, worth $270,398. This represents 0.14% of its overall portfolio holdings.

Number of Shares
589
Holding current value
$270,398
% of portfolio
0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
BUY
$309.07 - $341.0 $182,042 - $200,849
589 New
589 $200,000
Q4 2022

Jan 19, 2023
BUY
$264.0 - $318.6 $189,024 - $228,117
716 New
716 $0
Q2 2022

Jul 11, 2022
SELL
$267.52 - $353.1 $802 - $1,059
-3 Reduced 0.35%
848 $232,000
Q1 2022

May 11, 2022
BUY
$300.79 - $359.57 $1,203 - $1,438
4 Added 0.47%
851 $300,000
Q4 2021

May 11, 2022
BUY
$273.64 - $300.17 $231,773 - $254,243
847 New
847 $253,000

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

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $597B
More about BRK-B
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