Charles Carroll Financial Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Charles Carroll Financial Partners, LLC

$92.9 Million
Q4 2023

A detailed history of Charles Carroll Financial Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Charles Carroll Financial Partners, LLC holds 5,000 shares of BRK-B stock, worth $2.43 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

5,000

Previous 4,900 2.04%

Holding current value

$2.43 Million

Previous $1.72 Million 3.9%

% of portfolio

1.92%

Previous 2.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$331.71 - $362.68 $33,171 - $36,268	100 Added 2.04%	5,000 $1.78 Million
Q3 2023 Nov 14, 2023	BUY	$340.9 - $370.48 $400,557 - $435,314	1,175 Added 31.54%	4,900 $1.72 Million
Q2 2023 Aug 14, 2023	BUY	$309.07 - $341.0 $220,985 - $243,815	715 Added 23.75%	3,725 $1.27 Million
Q1 2023 May 08, 2023	BUY	$293.51 - $320.37 $146,755 - $160,185	500 Added 19.92%	3,010 $929,000
Q4 2022 Feb 09, 2023	BUY	$264.0 - $318.6 $662,640 - $799,686	2,510 New	2,510 $775,000

Others Institutions Holding BRK-B

# of Institutions

4,963

Shares Held

900M

Call Options Held

19.4M

Put Options Held

12.1M

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 $631B

More about BRK-B

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Charles Carroll Financial Partners, LLC Berkshire Hathaway Inc Class B Transaction History