Charles Schwab Investment Advisory, Inc. Berkshire Hathaway Inc Class B Transaction History

Charles Schwab Investment Advisory, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$359.29 - $420.52 $27,665 - $32,380	77 Added 7.2%	1,146 $481,000
Q4 2023 Feb 06, 2024	SELL	$331.71 - $362.68 $3,317 - $3,626	-10 Reduced 0.93%	1,069 $381,000
Q3 2023 Nov 08, 2023	SELL	$340.9 - $370.48 $97,838 - $106,327	-287 Reduced 21.01%	1,079 $377,000
Q2 2023 Aug 09, 2023	BUY	$309.07 - $341.0 $109,719 - $121,055	355 Added 35.11%	1,366 $465,000
Q1 2023 May 11, 2023	SELL	$293.51 - $320.37 $24,067 - $26,270	-82 Reduced 7.5%	1,011 $312,000
Q4 2022 Feb 13, 2023	SELL	$264.0 - $318.6 $17,952 - $21,664	-68 Reduced 5.86%	1,093 $337,000
Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $2,114 - $2,453	-8 Reduced 0.68%	1,161 $310,000
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $36,115 - $47,668	135 Added 13.06%	1,169 $319,000
Q1 2022 May 13, 2022	BUY	$300.79 - $359.57 $1,804 - $2,157	6 Added 0.58%	1,034 $365,000
Q4 2021 Feb 11, 2022	SELL	$273.64 - $300.17 $8,209 - $9,005	-30 Reduced 2.84%	1,028 $307,000
Q3 2021 Nov 16, 2021	BUY	$272.66 - $291.28 $67,347 - $71,946	247 Added 30.46%	1,058 $289,000
Q2 2021 Aug 16, 2021	BUY	$258.2 - $292.52 $209,400 - $237,233	811 New	811 $225,000

4,376

841M

21M

13M

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