Buckingham Strategic Wealth, LLC Berkshire Hathaway Inc Class B Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 110,261 shares of BRK-B stock, worth $50.4 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

110,261

Previous 109,954 0.28%

Holding current value

$50.4 Million

Previous $46.2 Million 2.99%

% of portfolio

0.5%

Previous 0.52%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$396.73 - $420.24 $121,796 - $129,013	307 Added 0.28%	110,261 $44.9 Million
Q1 2024 May 09, 2024	BUY	$359.29 - $420.52 $664,327 - $777,541	1,849 Added 1.71%	109,954 $46.2 Million
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $56,722 - $62,018	171 Added 0.16%	108,105 $38.6 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $505,213 - $549,051	1,482 Added 1.39%	107,934 $37.8 Million
Q2 2023 Aug 11, 2023	BUY	$309.07 - $341.0 $928,446 - $1.02 Million	3,004 Added 2.9%	106,452 $36.3 Million
Q4 2022 Feb 13, 2023	SELL	$264.0 - $318.6 $967,560 - $1.17 Million	-3,665 Reduced 3.42%	103,448 $32 Million
Q3 2022 Nov 07, 2022	BUY	$264.32 - $306.65 $847,938 - $983,733	3,208 Added 3.09%	107,113 $28.6 Million
Q2 2022 Aug 12, 2022	BUY	$267.52 - $353.1 $334,400 - $441,375	1,250 Added 1.22%	103,905 $28.4 Million
Q1 2022 May 10, 2022	SELL	$300.79 - $359.57 $1.37 Million - $1.64 Million	-4,564 Reduced 4.26%	102,655 $36.2 Million
Q4 2021 Feb 09, 2022	SELL	$273.64 - $300.17 $1.31 Million - $1.43 Million	-4,779 Reduced 4.27%	107,219 $32.1 Million
Q3 2021 Nov 10, 2021	SELL	$272.66 - $291.28 $5.57 Million - $5.95 Million	-20,443 Reduced 15.44%	111,998 $30.6 Million
Q2 2021 Aug 06, 2021	BUY	$258.2 - $292.52 $14.1 Million - $15.9 Million	54,429 Added 69.77%	132,441 $36.8 Million
Q1 2021 Apr 30, 2021	SELL	$227.36 - $263.99 $514,288 - $597,145	-2,262 Reduced 2.82%	78,012 $19.9 Million
Q4 2020 Feb 16, 2021	SELL	$200.7 - $233.92 $5.61 Million - $6.54 Million	-27,959 Reduced 25.83%	80,274 $18.6 Million
Q3 2020 Nov 12, 2020	BUY	$177.99 - $221.68 $7.16 Million - $8.92 Million	40,226 Added 59.15%	108,233 $23 Million
Q2 2020 Aug 03, 2020	SELL	$169.25 - $201.56 $2.32 Million - $2.76 Million	-13,703 Reduced 16.77%	68,007 $12.1 Million
Q1 2020 May 07, 2020	BUY	$162.13 - $230.2 $1.51 Million - $2.15 Million	9,337 Added 12.9%	81,710 $14.9 Million
Q4 2019 Feb 04, 2020	SELL	$203.1 - $227.05 $564,211 - $630,744	-2,778 Reduced 3.7%	72,373 $16.4 Million
Q3 2019 Nov 12, 2019	SELL	$195.81 - $215.25 $485,412 - $533,604	-2,479 Reduced 3.19%	75,151 $15.6 Million
Q2 2019 Aug 05, 2019	BUY	$197.42 - $218.6 $793,430 - $878,553	4,019 Added 5.46%	77,630 $16.5 Million
Q1 2019 May 02, 2019	BUY	$191.66 - $209.19 $494,291 - $539,501	2,579 Added 3.63%	73,611 $14.8 Million
Q4 2018 Feb 11, 2019	BUY	$187.76 - $223.76 $112,092 - $133,584	597 Added 0.85%	71,032 $14.5 Million
Q3 2018 Nov 02, 2018	SELL	$186.02 - $221.68 $1.04 Million - $1.23 Million	-5,567 Reduced 7.32%	70,435 $15.1 Million
Q2 2018 Aug 13, 2018	BUY	$184.91 - $201.2 $440,640 - $479,459	2,383 Added 3.24%	76,002 $14.2 Million
Q1 2018 May 14, 2018	SELL	$191.42 - $217.25 $719,164 - $816,208	-3,757 Reduced 4.86%	73,619 $14.7 Million
Q4 2017 Feb 12, 2018	BUY	$181.06 - $199.56 $4.38 Million - $4.83 Million	24,208 Added 45.53%	77,376 $15.3 Million
Q3 2017 Nov 08, 2017	BUY	$173.99 - $183.82 $9.25 Million - $9.77 Million	53,168	53,168 $9.75 Million

Others Institutions Holding BRK-B

# of Institutions

4,259

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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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Buckingham Strategic Wealth, LLC Berkshire Hathaway Inc Class B Transaction History