Bsw Wealth Partners Berkshire Hathaway Inc Class B Transaction History

Bsw Wealth Partners

$661 Million
Q3 2024

A detailed history of Bsw Wealth Partners transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Bsw Wealth Partners holds 4,395 shares of BRK-B stock, worth $2.01 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

4,395

Previous 3,678 19.49%

Holding current value

$2.01 Million

Previous $1.5 Million 35.16%

% of portfolio

0.31%

Previous 0.25%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$405.19 - $478.57 $290,521 - $343,134	717 Added 19.49%	4,395 $2.02 Million
Q2 2024 Jul 16, 2024	SELL	$396.73 - $420.24 $877,170 - $929,150	-2,211 Reduced 37.54%	3,678 $1.5 Million
Q1 2024 Apr 23, 2024	BUY	$359.29 - $420.52 $548,635 - $642,134	1,527 Added 35.01%	5,889 $2.48 Million
Q4 2023 Jan 25, 2024	SELL	$331.71 - $362.68 $5,307 - $5,802	-16 Reduced 0.37%	4,362 $1.56 Million
Q3 2023 Oct 27, 2023	SELL	$340.9 - $370.48 $28,635 - $31,120	-84 Reduced 1.88%	4,378 $1.53 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $11,126 - $12,276	-36 Reduced 0.8%	4,462 $1.52 Million
Q1 2023 May 15, 2023	SELL	$293.51 - $320.37 $293 - $320	-1 Reduced 0.02%	4,498 $1.39 Million
Q4 2022 Feb 13, 2023	BUY	$264.0 - $318.6 $76,296 - $92,075	289 Added 6.86%	4,499 $1.39 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $33,040 - $38,331	125 Added 3.06%	4,210 $1.12 Million
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $4,547 - $6,002	17 Added 0.42%	4,085 $1.12 Million
Q1 2022 May 16, 2022	SELL	$300.79 - $359.57 $14,137 - $16,899	-47 Reduced 1.14%	4,068 $1.44 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $19,975 - $21,912	73 Added 1.81%	4,115 $1.23 Million
Q3 2021 Nov 15, 2021	BUY	$272.66 - $291.28 $4,362 - $4,660	16 Added 0.4%	4,042 $1.1 Million
Q2 2021 Aug 16, 2021	BUY	$258.2 - $292.52 $58,611 - $66,402	227 Added 5.98%	4,026 $1.12 Million
Q1 2021 May 17, 2021	BUY	$227.36 - $263.99 $42,516 - $49,366	187 Added 5.18%	3,799 $971,000
Q4 2020 Feb 16, 2021	SELL	$200.7 - $233.92 $32,714 - $38,128	-163 Reduced 4.32%	3,612 $838,000
Q3 2020 Nov 13, 2020	SELL	$177.99 - $221.68 $15,841 - $19,729	-89 Reduced 2.3%	3,775 $804,000
Q2 2020 Aug 13, 2020	SELL	$169.25 - $201.56 $55,344 - $65,910	-327 Reduced 7.8%	3,864 $690,000
Q1 2020 May 14, 2020	SELL	$162.13 - $230.2 $8,268 - $11,740	-51 Reduced 1.2%	4,191 $766,000
Q4 2019 Feb 18, 2020	BUY	$203.1 - $227.05 $861,550 - $963,146	4,242 New	4,242 $961,000
Q3 2019 Nov 12, 2019	SELL	$195.81 - $215.25 $753,672 - $828,497	-3,849 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	$197.42 - $218.6 $197 - $218	-1 Reduced 0.03%	3,849 $820,000
Q1 2019 May 14, 2019	SELL	$191.66 - $209.19 $39,098 - $42,674	-204 Reduced 5.03%	3,850 $773,000
Q4 2018 Feb 13, 2019	SELL	$187.76 - $223.76 $33,233 - $39,605	-177 Reduced 4.18%	4,054 $828,000
Q3 2018 Nov 09, 2018	BUY	$186.02 - $221.68 $44,644 - $53,203	240 Added 6.01%	4,231 $906,000
Q2 2018 Aug 07, 2018	SELL	$184.91 - $201.2 $12,943 - $14,084	-70 Reduced 1.72%	3,991 $745,000
Q1 2018 May 10, 2018	SELL	$191.42 - $217.25 $10,528 - $11,948	-55 Reduced 1.34%	4,061 $810,000
Q4 2017 Feb 08, 2018	BUY	$181.06 - $199.56 $34,220 - $37,716	189 Added 4.81%	4,116 $816,000
Q3 2017 Nov 03, 2017	BUY	$173.99 - $183.82 $683,258 - $721,861	3,927	3,927 $720,000

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

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $595B

More about BRK-B

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Bsw Wealth Partners Berkshire Hathaway Inc Class B Transaction History