Colton Groome Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Colton Groome Financial Advisors, LLC

$254 Million
Q2 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 1,013 shares of BRK-B stock, worth $453,428. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,013

Previous 1,021 0.78%

Holding current value

$453,428

Previous $429,000 3.96%

% of portfolio

0.16%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$396.73 - $420.24 $3,173 - $3,361	-8 Reduced 0.78%	1,013 $412,000
Q1 2024 Apr 18, 2024	BUY	$359.29 - $420.52 $27,665 - $32,380	77 Added 8.16%	1,021 $429,000
Q4 2023 Jan 31, 2024	BUY	$331.71 - $362.68 $10,283 - $11,243	31 Added 3.4%	944 $336,000
Q2 2023 Jul 27, 2023	SELL	$309.07 - $341.0 $120,537 - $132,990	-390 Reduced 29.93%	913 $311,000
Q1 2023 Apr 17, 2023	SELL	$293.51 - $320.37 $29,351 - $32,037	-100 Reduced 7.13%	1,303 $402,000
Q4 2022 Jan 25, 2023	BUY	$264.0 - $318.6 $89,760 - $108,324	340 Added 31.98%	1,403 $0
Q3 2022 Oct 20, 2022	BUY	$264.32 - $306.65 $6,608 - $7,666	25 Added 2.41%	1,063 $284,000
Q1 2022 Apr 18, 2022	SELL	$300.79 - $359.57 $703,848 - $841,393	-2,340 Reduced 69.27%	1,038 $366,000
Q4 2021 Jan 19, 2022	BUY	$273.64 - $300.17 $24,080 - $26,414	88 Added 2.67%	3,378 $1.01 Million
Q3 2021 Oct 18, 2021	SELL	$272.66 - $291.28 $16,359 - $17,476	-60 Reduced 1.79%	3,290 $898,000
Q2 2021 Jul 21, 2021	BUY	$258.2 - $292.52 $864,970 - $979,941	3,350 New	3,350 $931,000

Others Institutions Holding BRK-B

# of Institutions

4,254

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $582B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.

Account

Colton Groome Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History