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 $280,699. This represents 0.14% of its overall portfolio holdings.

Number of Shares
589
Holding current value
$280,699
% 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
4,376
Shares Held
841M
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 $620B
More about BRK-B
Track This Portfolio

Track Bms Financial Advisors, LLC Portfolio

Follow Bms 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 Bms Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email