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

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

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 74,171 shares of BRK-B stock, worth $36.9 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

74,171

Previous 59,783 24.07%

Holding current value

$36.9 Million

Previous $27.1 Billion 45.77%

% of portfolio

0.96%

Previous 0.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$442.66 - $534.52 $6.37 Million - $7.69 Million	14,388 Added 24.07%	74,171 $39.5 Billion
Q4 2024 Feb 03, 2025	BUY	$442.29 - $483.08 $2.61 Million - $2.85 Million	5,891 Added 10.93%	59,783 $27.1 Billion
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

4,945

Shares Held

874M

Call Options Held

19.4M

Put Options Held

12.1M

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 $648B

More about BRK-B

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