Cbiz Investment Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History

Cbiz Investment Advisory Services, LLC

$1.93 Billion
Q3 2024

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 1,317 shares of BRK-B stock, worth $627,642. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,317

Previous 1,468 10.29%

Holding current value

$627,642

Previous $597,000 1.51%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$405.19 - $478.57 $61,183 - $72,264	-151 Reduced 10.29%	1,317 $606,000
Q1 2024 May 13, 2024	BUY	$359.29 - $420.52 $83,714 - $97,981	233 Added 18.87%	1,468 $617,000
Q4 2023 Feb 09, 2024	BUY	$331.71 - $362.68 $82,927 - $90,670	250 Added 25.38%	1,235 $440,000
Q3 2023 Nov 03, 2023	SELL	$340.9 - $370.48 $68,180 - $74,096	-200 Reduced 16.88%	985 $345,000
Q2 2023 Aug 08, 2023	SELL	$309.07 - $341.0 $30,907 - $34,100	-100 Reduced 7.78%	1,185 $404,000
Q1 2023 May 09, 2023	BUY	$293.51 - $320.37 $377,160 - $411,675	1,285 New	1,285 $396,000
Q2 2022 Aug 02, 2022	SELL	$267.52 - $353.1 $94,969 - $125,350	-355 Reduced 19.85%	1,433 $391,000
Q1 2022 May 03, 2022	BUY	$300.79 - $359.57 $94,448 - $112,904	314 Added 21.3%	1,788 $631,000
Q1 2021 May 17, 2021	SELL	$227.36 - $263.99 $59,340 - $68,901	-261 Reduced 15.04%	1,474 $377,000
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $27,295 - $31,813	136 Added 8.51%	1,735 $365,000
Q3 2020 Nov 13, 2020	BUY	$177.99 - $221.68 $35,775 - $44,557	201 Added 14.38%	1,599 $340,000
Q2 2020 Aug 14, 2020	SELL	$169.25 - $201.56 $116,782 - $139,076	-690 Reduced 33.05%	1,398 $250,000
Q4 2019 Feb 12, 2020	BUY	$203.1 - $227.05 $424,072 - $474,080	2,088 New	2,088 $473,000

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

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $620B

More about BRK-B

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Cbiz Investment Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History