Clearstead Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Clearstead Advisors, LLC holds 130,860 shares of BRK-B stock, worth $60 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
130,860
Previous 122,990 6.4%
Holding current value
$60 Million
Previous $50 Million 20.38%
% of portfolio
0.96%
Previous 0.87%

Shares

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

Nov 13, 2024
BUY
$405.19 - $478.57 $3.19 Million - $3.77 Million
7,870 Added 6.4%
130,860 $60.2 Million
Q2 2024

Aug 09, 2024
BUY
$396.73 - $420.24 $26.1 Million - $27.7 Million
65,897 Added 115.42%
122,990 $50 Million
Q1 2024

May 14, 2024
BUY
$359.29 - $420.52 $555,821 - $650,544
1,547 Added 2.79%
57,093 $24 Million
Q4 2023

Feb 12, 2024
BUY
$331.71 - $362.68 $289,251 - $316,256
872 Added 1.59%
55,546 $19.8 Million
Q3 2023

Nov 13, 2023
SELL
$340.9 - $370.48 $946,338 - $1.03 Million
-2,776 Reduced 4.83%
54,674 $19.2 Million
Q3 2023

Nov 07, 2023
BUY
$340.9 - $370.48 $1.77 Million - $1.92 Million
5,180 Added 9.91%
57,450 $20.1 Million
Q2 2023

Aug 07, 2023
BUY
$309.07 - $341.0 $3.22 Million - $3.56 Million
10,430 Added 24.93%
52,270 $17.8 Million
Q1 2023

May 09, 2023
BUY
$293.51 - $320.37 $694,738 - $758,315
2,367 Added 6.0%
41,840 $12.9 Million
Q4 2022

Feb 14, 2023
BUY
$264.0 - $318.6 $99,264 - $119,793
376 Added 0.96%
39,473 $12.2 Million
Q3 2022

Nov 14, 2022
SELL
$264.32 - $306.65 $645,998 - $749,452
-2,444 Reduced 5.88%
39,097 $10.4 Million
Q2 2022

Aug 12, 2022
BUY
$267.52 - $353.1 $36,650 - $48,374
137 Added 0.33%
41,541 $11.3 Million
Q1 2022

May 04, 2022
BUY
$300.79 - $359.57 $1.1 Million - $1.31 Million
3,642 Added 9.64%
41,404 $14.6 Million
Q4 2021

Feb 14, 2022
BUY
$273.64 - $300.17 $1.18 Million - $1.3 Million
4,322 Added 12.92%
37,762 $11.3 Million
Q3 2021

Nov 12, 2021
SELL
$272.66 - $291.28 $805,710 - $860,732
-2,955 Reduced 8.12%
33,440 $9.13 Million
Q2 2021

Aug 12, 2021
BUY
$258.2 - $292.52 $182,031 - $206,226
705 Added 1.98%
36,395 $10.1 Million
Q1 2021

May 14, 2021
SELL
$227.36 - $263.99 $138,462 - $160,769
-609 Reduced 1.68%
35,690 $9.12 Million
Q4 2020

Feb 11, 2021
SELL
$200.7 - $233.92 $423,075 - $493,103
-2,108 Reduced 5.49%
36,299 $8.42 Million
Q3 2020

Nov 12, 2020
BUY
$177.99 - $221.68 $318,958 - $397,250
1,792 Added 4.89%
38,407 $8.18 Million
Q2 2020

Aug 11, 2020
BUY
$169.25 - $201.56 $1.48 Million - $1.76 Million
8,750 Added 31.4%
36,615 $6.54 Million
Q1 2020

May 14, 2020
SELL
$162.13 - $230.2 $398,191 - $565,371
-2,456 Reduced 8.1%
27,865 $5.1 Million
Q4 2019

Feb 11, 2020
BUY
$203.1 - $227.05 $63,976 - $71,520
315 Added 1.05%
30,321 $6.87 Million
Q3 2019

Nov 12, 2019
BUY
$195.81 - $215.25 $28,000 - $30,780
143 Added 0.48%
30,006 $6.24 Million
Q2 2019

Aug 08, 2019
BUY
$197.42 - $218.6 $402,341 - $445,506
2,038 Added 7.32%
29,863 $6.37 Million
Q1 2019

May 14, 2019
BUY
$191.66 - $209.19 $18,591 - $20,291
97 Added 0.35%
27,825 $5.59 Million
Q4 2018

Feb 11, 2019
BUY
$187.76 - $223.76 $556,145 - $662,777
2,962 Added 11.96%
27,728 $5.66 Million
Q3 2018

Nov 13, 2018
SELL
$186.02 - $221.68 $47,435 - $56,528
-255 Reduced 1.02%
24,766 $5.3 Million
Q2 2018

Aug 07, 2018
SELL
$184.91 - $201.2 $67,861 - $73,840
-367 Reduced 1.45%
25,021 $4.67 Million
Q1 2018

May 14, 2018
BUY
$191.42 - $217.25 $143,756 - $163,154
751 Added 3.05%
25,388 $5.07 Million
Q4 2017

Feb 09, 2018
SELL
$181.06 - $199.56 $552,776 - $609,256
-3,053 Reduced 11.03%
24,637 $4.88 Million
Q3 2017

Nov 09, 2017
BUY
$173.99 - $183.82 $4.82 Million - $5.09 Million
27,690
27,690 $5.08 Million

Others Institutions Holding BRK-B

# of Institutions
4,381
Shares Held
839M
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 $597B
More about BRK-B
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