Concurrent Investment Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 53,892 shares of BRK-B stock, worth $25.4 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

53,892

Previous 54,171 0.52%

Holding current value

$25.4 Million

Previous $22 Billion 12.56%

% of portfolio

0.73%

Previous 0.72%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$405.19 - $478.57 $113,048 - $133,521	-279 Reduced 0.52%	53,892 $24.8 Billion
Q2 2024 Jul 30, 2024	BUY	$396.73 - $420.24 $3.05 Million - $3.23 Million	7,697 Added 16.56%	54,171 $22 Billion
Q1 2024 May 07, 2024	BUY	$359.29 - $420.52 $856,906 - $1 Million	2,385 Added 5.41%	46,474 $19.5 Billion
Q4 2023 Apr 15, 2024	BUY	$331.71 - $362.68 $14.6 Million - $16 Million	44,089 New	44,089 $15.7 Billion

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $614B

More about BRK-B

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Concurrent Investment Advisors, LLC Berkshire Hathaway Inc Class B Transaction History