Cyndeo Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Cyndeo Wealth Partners, LLC

$1.19 Billion
Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,524 shares of BRK-B stock, worth $1.04 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,524

Previous 2,115 19.34%

Holding current value

$1.04 Million

Previous $754,000 40.72%

% of portfolio

0.09%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$359.29 - $420.52 $146,949 - $171,992	409 Added 19.34%	2,524 $1.06 Million
Q4 2023 Jan 12, 2024	BUY	$331.71 - $362.68 $68,000 - $74,349	205 Added 10.73%	2,115 $754,000
Q3 2023 Oct 10, 2023	BUY	$340.9 - $370.48 $247,152 - $268,598	725 Added 61.18%	1,910 $669,000
Q2 2023 Jul 27, 2023	BUY	$309.07 - $341.0 $9,581 - $10,571	31 Added 2.69%	1,185 $404,000
Q1 2023 Apr 21, 2023	SELL	$293.51 - $320.37 $31,699 - $34,599	-108 Reduced 8.56%	1,154 $356,000

Q4 2022 Jan 25, 2023	BUY	$264.0 - $318.6 $333,168 - $402,073	1,262 New	1,262 $0

Others Institutions Holding BRK-B

# of Institutions

4,166

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $535B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Account

Cyndeo Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History