Carson Allaria Wealth Management, Ltd. Berkshire Hathaway Inc Class B Transaction History

Carson Allaria Wealth Management, Ltd.

$169 Million
Q3 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 2,530 shares of BRK-B stock, worth $1.15 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

2,530

Previous 2,530 -0.0%

Holding current value

$1.15 Million

Previous $1.03 Million 13.12%

% of portfolio

0.69%

Previous 0.65%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$359.29 - $420.52 $17,964 - $21,026	-50 Reduced 1.94%	2,530 $1.06 Million
Q3 2023 Nov 09, 2023	SELL	$340.9 - $370.48 $23,863 - $25,933	-70 Reduced 2.64%	2,580 $903,000
Q2 2023 Aug 01, 2023	BUY	$309.07 - $341.0 $21,634 - $23,870	70 Added 2.71%	2,650 $903,000
Q4 2022 Feb 06, 2023	BUY	$264.0 - $318.6 $106,656 - $128,714	404 Added 18.57%	2,580 $797,000
Q3 2022 Nov 09, 2022	BUY	$264.32 - $306.65 $38,855 - $45,077	147 Added 7.24%	2,176 $581,000
Q4 2021 Feb 10, 2022	BUY	$273.64 - $300.17 $555,215 - $609,044	2,029 New	2,029 $607,000

Others Institutions Holding BRK-B

# of Institutions

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

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 $592B

More about BRK-B

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Carson Allaria Wealth Management, Ltd. Berkshire Hathaway Inc Class B Transaction History