Concord Wealth Partners Berkshire Hathaway Inc Class B Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Concord Wealth Partners holds 10,691 shares of BRK-B stock, worth $5.58 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
10,691
Previous 10,824 1.23%
Holding current value
$5.58 Million
Previous $4.98 Million 2.71%
% of portfolio
0.8%
Previous 0.84%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$442.29 - $483.08 $58,824 - $64,249
-133 Reduced 1.23%
10,691 $4.85 Million
Q3 2024

Oct 24, 2024
BUY
$405.19 - $478.57 $303,082 - $357,970
748 Added 7.42%
10,824 $4.98 Million
Q2 2024

Jul 31, 2024
BUY
$396.73 - $420.24 $156,311 - $165,574
394 Added 4.07%
10,076 $4.1 Million
Q1 2024

Apr 30, 2024
BUY
$359.29 - $420.52 $89,822 - $105,130
250 Added 2.65%
9,682 $4.07 Million
Q4 2023

Apr 30, 2024
BUY
$331.71 - $362.68 $1.65 Million - $1.8 Million
4,971 Added 111.43%
9,432 $3.36 Million
Q4 2023

Feb 05, 2024
BUY
$331.71 - $362.68 $1.65 Million - $1.8 Million
4,971 Added 111.43%
9,432 $3.36 Million
Q3 2023

Apr 30, 2024
SELL
$340.9 - $370.48 $1.69 Million - $1.84 Million
-4,971 Reduced 52.7%
4,461 $1.56 Million
Q3 2023

Oct 25, 2023
SELL
$340.9 - $370.48 $35,112 - $38,159
-103 Reduced 2.26%
4,461 $1.56 Million
Q2 2023

Aug 07, 2023
BUY
$309.07 - $341.0 $23,180 - $25,575
75 Added 1.67%
4,564 $1.56 Million
Q1 2023

Apr 26, 2023
SELL
$293.51 - $320.37 $124,448 - $135,836
-424 Reduced 8.63%
4,489 $1.39 Million
Q4 2022

Jan 27, 2023
SELL
$264.0 - $318.6 $325,776 - $393,152
-1,234 Reduced 20.07%
4,913 $1.52 Million
Q3 2022

Nov 10, 2022
BUY
$264.32 - $306.65 $33,304 - $38,637
126 Added 2.09%
6,147 $1.64 Million
Q2 2022

Aug 04, 2022
SELL
$267.52 - $353.1 $79,453 - $104,870
-297 Reduced 4.7%
6,021 $1.64 Million
Q1 2022

Apr 20, 2022
BUY
$300.79 - $359.57 $788,069 - $942,073
2,620 Added 70.85%
6,318 $2.23 Million
Q4 2021

Jan 21, 2022
BUY
$273.64 - $300.17 $563,972 - $618,650
2,061 Added 125.9%
3,698 $1.11 Million
Q3 2021

Nov 09, 2021
SELL
$272.66 - $291.28 $380,906 - $406,918
-1,397 Reduced 46.04%
1,637 $447,000
Q2 2021

Jul 29, 2021
BUY
$258.2 - $292.52 $26,078 - $29,544
101 Added 3.44%
3,034 $843,000
Q1 2021

May 13, 2021
BUY
$227.36 - $263.99 $19,552 - $22,703
86 Added 3.02%
2,933 $749,000
Q4 2020

Feb 16, 2021
BUY
$200.7 - $233.92 $571,392 - $665,970
2,847 New
2,847 $660,000

Others Institutions Holding BRK-B

# of Institutions
4,808
Shares Held
865M
Call Options Held
21.4M
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 $679B
More about BRK-B
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