Bok Financial Private Wealth, Inc. Berkshire Hathaway Inc Class B Transaction History

Bok Financial Private Wealth, Inc.

$1.38 Billion
Q3 2024

A detailed history of Bok Financial Private Wealth, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 9,650 shares of BRK-B stock, worth $4.62 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

9,650

Previous 8,964 7.65%

Holding current value

$4.62 Million

Previous $3.65 Million 21.8%

% of portfolio

0.32%

Previous 0.27%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$405.19 - $478.57 $277,960 - $328,299	686 Added 7.65%	9,650 $4.44 Million
Q2 2024 Aug 14, 2024	SELL	$396.73 - $420.24 $98,389 - $104,219	-248 Reduced 2.69%	8,964 $3.65 Million
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $136,530 - $159,797	380 Added 4.3%	9,212 $3.87 Million
Q4 2023 Jan 30, 2024	BUY	$331.71 - $362.68 $165,855 - $181,340	500 Added 6.0%	8,832 $3.15 Million
Q3 2023 Oct 13, 2023	SELL	$340.9 - $370.48 $21,476 - $23,340	-63 Reduced 0.75%	8,332 $2.92 Million
Q2 2023 Aug 08, 2023	SELL	$309.07 - $341.0 $608,558 - $671,429	-1,969 Reduced 19.0%	8,395 $2.86 Million
Q1 2023 Apr 21, 2023	BUY	$293.51 - $320.37 $180,508 - $197,027	615 Added 6.31%	10,364 $3.2 Million
Q4 2022 Feb 02, 2023	SELL	$264.0 - $318.6 $145,728 - $175,867	-552 Reduced 5.36%	9,749 $3.01 Million
Q3 2022 Nov 07, 2022	BUY	$264.32 - $306.65 $435,070 - $504,745	1,646 Added 19.02%	10,301 $2.75 Million
Q3 2022 Nov 04, 2022	SELL	$264.32 - $306.65 $454,366 - $527,131	-1,719 Reduced 16.57%	8,655 $1.8 Million
Q2 2022 Aug 15, 2022	SELL	$267.52 - $353.1 $1.65 Million - $2.18 Million	-6,170 Reduced 37.29%	10,374 $2.83 Million
Q1 2022 May 09, 2022	BUY	$300.79 - $359.57 $452,688 - $541,152	1,505 Added 10.01%	16,544 $5.84 Million
Q4 2021 Feb 15, 2022	BUY	$273.64 - $300.17 $1.28 Million - $1.4 Million	4,663 Added 44.94%	15,039 $4.5 Million
Q3 2021 Nov 15, 2021	BUY	$272.66 - $291.28 $469,247 - $501,292	1,721 Added 19.88%	10,376 $2.83 Million
Q3 2021 Nov 09, 2021	SELL	$272.66 - $291.28 $403,809 - $431,385	-1,481 Reduced 14.61%	8,655 $1.8 Million
Q2 2021 Aug 03, 2021	BUY	$258.2 - $292.52 $331,012 - $375,010	1,282 Added 14.48%	10,136 $2.82 Million
Q1 2021 May 12, 2021	BUY	$227.36 - $263.99 $2.01 Million - $2.34 Million	8,854 New	8,854 $2.26 Million
Q4 2020 Feb 01, 2021	SELL	$200.7 - $233.92 $1.52 Million - $1.77 Million	-7,588 Closed	0 $0
Q3 2020 Nov 06, 2020	SELL	$177.99 - $221.68 $32,750 - $40,789	-184 Reduced 2.37%	7,588 $1.62 Million
Q2 2020 Aug 13, 2020	SELL	$169.25 - $201.56 $511,473 - $609,114	-3,022 Reduced 28.0%	7,772 $1.39 Million
Q1 2020 May 07, 2020	BUY	$162.13 - $230.2 $10,862 - $15,423	67 Added 0.62%	10,794 $1.97 Million
Q4 2019 Feb 05, 2020	BUY	$203.1 - $227.05 $420,823 - $470,447	2,072 Added 23.94%	10,727 $2.43 Million
Q3 2019 Nov 08, 2019	BUY	$195.81 - $215.25 $85,960 - $94,494	439 Added 5.34%	8,655 $1.8 Million
Q2 2019 Aug 01, 2019	BUY	$197.42 - $218.6 $109,765 - $121,541	556 Added 7.26%	8,216 $0
Q1 2019 Apr 30, 2019	SELL	$191.66 - $209.19 $761,081 - $830,693	-3,971 Reduced 34.14%	7,660 $1.54 Million
Q4 2018 Feb 13, 2019	BUY	$187.76 - $223.76 $341,535 - $407,019	1,819 Added 18.54%	11,631 $2.38 Million
Q3 2018 Oct 23, 2018	SELL	$186.02 - $221.68 $2.52 Million - $3 Million	-13,525 Reduced 57.96%	9,812 $2.1 Million
Q2 2018 Aug 08, 2018	SELL	$184.91 - $201.2 $23,853 - $25,954	-129 Reduced 0.55%	23,337 $4.36 Million
Q1 2018 May 09, 2018	SELL	$191.42 - $217.25 $181,466 - $205,953	-948 Reduced 3.88%	23,466 $4.68 Million
Q4 2017 Feb 05, 2018	SELL	$181.06 - $199.56 $188,483 - $207,741	-1,041 Reduced 4.09%	24,414 $4.84 Million
Q3 2017 Nov 06, 2017	BUY	$173.99 - $183.82 $4.43 Million - $4.68 Million	25,455	25,455 $4.67 Million

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

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 $623B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.

Account

Bok Financial Private Wealth, Inc. Berkshire Hathaway Inc Class B Transaction History