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

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 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 2,830 shares of BRK-B stock, worth $1.35 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,830
Previous 2,656 6.55%
Holding current value
$1.35 Million
Previous $1.08 Million 20.56%
% of portfolio
0.09%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$405.19 - $478.57 $70,503 - $83,271
174 Added 6.55%
2,830 $1.3 Million
Q2 2024

Jul 30, 2024
BUY
$396.73 - $420.24 $52,368 - $55,471
132 Added 5.23%
2,656 $1.08 Million
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
4,376
Shares Held
841M
Call Options Held
21M
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 $620B
More about BRK-B
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