Carson Advisory Inc. Berkshire Hathaway Inc Class B Transaction History

Carson Advisory Inc.

  • $151 Million
  • Q3 2024

A detailed history of Carson Advisory Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Carson Advisory Inc. holds 14,013 shares of BRK-B stock, worth $6.61 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares
14,013
Previous 13,778 1.71%
Holding current value
$6.61 Million
Previous $5.6 Million 15.08%
% of portfolio
4.26%
Previous 4.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$405.19 - $478.57 $95,219 - $112,463
235 Added 1.71%
14,013 $6.45 Million
Q2 2024

Aug 07, 2024
SELL
$396.73 - $420.24 $115,448 - $122,289
-291 Reduced 2.07%
13,778 $5.6 Million
Q1 2024

May 03, 2024
BUY
$359.29 - $420.52 $17,245 - $20,184
48 Added 0.34%
14,069 $5.92 Million
Q4 2023

Feb 06, 2024
BUY
$331.71 - $362.68 $63,356 - $69,271
191 Added 1.38%
14,021 $5 Million
Q3 2023

Nov 08, 2023
BUY
$340.9 - $370.48 $173,518 - $188,574
509 Added 3.82%
13,830 $4.84 Million
Q2 2023

Jul 28, 2023
BUY
$309.07 - $341.0 $4.12 Million - $4.54 Million
13,321 New
13,321 $4.54 Million
Q1 2023

May 05, 2023
SELL
$293.51 - $320.37 $90,107 - $98,353
-307 Reduced 2.28%
13,131 $4.05 Million
Q4 2022

Feb 08, 2023
BUY
$264.0 - $318.6 $64,416 - $77,738
244 Added 1.85%
13,438 $4.15 Million
Q1 2022

May 03, 2022
SELL
$300.79 - $359.57 $76,400 - $91,330
-254 Reduced 1.89%
13,194 $4.66 Million
Q4 2021

Feb 08, 2022
BUY
$273.64 - $300.17 $3.68 Million - $4.04 Million
13,448 New
13,448 $4.02 Million

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 $614B
More about BRK-B
Track This Portfolio

Track Carson Advisory Inc. Portfolio

Follow Carson Advisory Inc. 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 Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email