Clearstead Trust, LLC Berkshire Hathaway Inc Class B Transaction History

Clearstead Trust, LLC

$473 Million
Q2 2025

A detailed history of Clearstead Trust, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Clearstead Trust, LLC holds 9,001 shares of BRK-B stock, worth $4.29 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

9,001

Previous 8,865 1.53%

Holding current value

$4.29 Million

Previous $4.72 Million 7.39%

% of portfolio

0.92%

Previous 1.17%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$483.48 - $539.8 $65,753 - $73,412	136 Added 1.53%	9,001 $4.37 Million
Q1 2025 May 09, 2025	BUY	$442.66 - $534.52 $79,236 - $95,679	179 Added 2.06%	8,865 $4.72 Million
Q4 2024 Feb 10, 2025	SELL	$442.29 - $483.08 $140,648 - $153,619	-318 Reduced 3.53%	8,686 $3.94 Million
Q3 2024 Nov 13, 2024	BUY	$405.19 - $478.57 $34,846 - $41,157	86 Added 0.96%	9,004 $4.14 Million
Q2 2024 Aug 09, 2024	SELL	$396.73 - $420.24 $55,938 - $59,253	-141 Reduced 1.56%	8,918 $3.63 Million
Q1 2024 May 10, 2024	SELL	$359.29 - $420.52 $523,844 - $613,118	-1,458 Reduced 13.86%	9,059 $3.81 Million
Q4 2023 Feb 06, 2024	BUY	$331.71 - $362.68 $718,152 - $785,202	2,165 Added 25.92%	10,517 $3.75 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $1.11 Million - $1.21 Million	3,253 Added 63.8%	8,352 $2.93 Million
Q2 2023 Aug 08, 2023	BUY	$309.07 - $341.0 $190,696 - $210,397	617 Added 13.77%	5,099 $1.74 Million
Q1 2023 May 10, 2023	SELL	$293.51 - $320.37 $146,755 - $160,185	-500 Reduced 10.04%	4,482 $1.38 Million
Q4 2022 Jan 31, 2023	BUY	$264.0 - $318.6 $122,232 - $147,511	463 Added 10.25%	4,982 $1.54 Million
Q3 2022 Nov 10, 2022	BUY	$264.32 - $306.65 $569,080 - $660,217	2,153 Added 91.0%	4,519 $1.21 Million
Q4 2021 Feb 09, 2022	SELL	$273.64 - $300.17 $26,543 - $29,116	-97 Reduced 3.94%	2,366 $707,000
Q3 2021 Nov 02, 2021	SELL	$272.66 - $291.28 $94,067 - $100,491	-345 Reduced 12.29%	2,463 $672,000
Q1 2021 Apr 30, 2021	SELL	$227.36 - $263.99 $1.12 Million - $1.3 Million	-4,938 Reduced 63.75%	2,808 $717,000
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $694,020 - $808,895	3,458 Added 80.64%	7,746 $1.78 Million
Q1 2020 May 12, 2020	SELL	$162.13 - $230.2 $94,197 - $133,746	-581 Reduced 11.93%	4,288 $784,000
Q4 2019 Feb 03, 2020	BUY	$203.1 - $227.05 $12,389 - $13,850	61 Added 1.27%	4,869 $1.1 Million
Q1 2019 May 13, 2019	BUY	$191.66 - $209.19 $139,528 - $152,290	728 Added 17.84%	4,808 $966,000
Q4 2018 Feb 13, 2019	BUY	$187.76 - $223.76 $349,984 - $417,088	1,864 Added 84.12%	4,080 $833,000
Q3 2018 Nov 15, 2018	BUY	$186.02 - $221.68 $30,135 - $35,912	162 Added 7.89%	2,216 $474,000
Q2 2018 Aug 20, 2018	BUY	$184.91 - $201.2 $123,704 - $134,602	669 Added 48.3%	2,054 $383,000
Q1 2018 May 15, 2018	SELL	$191.42 - $217.25 $417,487 - $473,822	-2,181 Reduced 61.16%	1,385 $276,000
Q2 2017 Aug 21, 2017	BUY	N/A	3,566	3,566 $604,000

Others Institutions Holding BRK-B

# of Institutions

5,039

Shares Held

924M

Call Options Held

18.4M

Put Options Held

13.1M

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 $621B

More about BRK-B

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Clearstead Trust, LLC Berkshire Hathaway Inc Class B Transaction History