A detailed history of Cypress Wealth Services, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 9,999 shares of BRK-B stock, worth $4.57 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
9,999
Previous 9,321 7.27%
Holding current value
$4.57 Million
Previous $3.79 Million 21.39%
% of portfolio
0.98%
Previous 0.86%

Shares

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

Oct 08, 2024

BUY
$405.19 - $478.57 $274,718 - $324,470
678 Added 7.27%
9,999 $4.6 Million
Q2 2024

Jul 12, 2024

BUY
$396.73 - $420.24 $55,145 - $58,413
139 Added 1.51%
9,321 $3.79 Million
Q1 2024

Apr 15, 2024

SELL
$359.29 - $420.52 $324,438 - $379,729
-903 Reduced 8.95%
9,182 $3.86 Million
Q4 2023

Jan 10, 2024

BUY
$331.71 - $362.68 $113,776 - $124,399
343 Added 3.52%
10,085 $3.6 Million
Q3 2023

Oct 13, 2023

BUY
$340.9 - $370.48 $20,454 - $22,228
60 Added 0.62%
9,742 $3.41 Million
Q2 2023

Jul 21, 2023

BUY
$309.07 - $341.0 $102,302 - $112,871
331 Added 3.54%
9,682 $3.3 Million
Q1 2023

Apr 07, 2023

BUY
$293.51 - $320.37 $333,133 - $363,619
1,135 Added 13.81%
9,351 $2.89 Million
Q4 2022

Jan 18, 2023

BUY
$264.0 - $318.6 $11,352 - $13,699
43 Added 0.53%
8,216 $0
Q3 2022

Oct 14, 2022

SELL
$264.32 - $306.65 $312,426 - $362,460
-1,182 Reduced 12.63%
8,173 $2.2 Million
Q2 2022

Jul 27, 2022

SELL
$267.52 - $353.1 $83,466 - $110,167
-312 Reduced 3.23%
9,355 $2.55 Million
Q1 2022

Apr 22, 2022

SELL
$300.79 - $359.57 $13,234 - $15,821
-44 Reduced 0.45%
9,667 $3.41 Million
Q4 2021

Jan 19, 2022

BUY
$273.64 - $300.17 $5,746 - $6,303
21 Added 0.22%
9,711 $2.9 Million
Q3 2021

Oct 13, 2021

SELL
$272.66 - $291.28 $565,496 - $604,114
-2,074 Reduced 17.63%
9,690 $2.65 Million
Q2 2021

Jul 14, 2021

SELL
$258.2 - $292.52 $27,885 - $31,592
-108 Reduced 0.91%
11,764 $3.27 Million
Q1 2021

Apr 28, 2021

BUY
$227.36 - $263.99 $180,069 - $209,080
792 Added 7.15%
11,872 $3.03 Million
Q4 2020

Jan 22, 2021

SELL
$200.7 - $233.92 $176,816 - $206,083
-881 Reduced 7.37%
11,080 $2.57 Million
Q2 2020

Jul 15, 2020

BUY
$169.25 - $201.56 $111,028 - $132,223
656 Added 5.8%
11,961 $2.14 Million
Q1 2020

Apr 28, 2020

BUY
$162.13 - $230.2 $1.83 Million - $2.6 Million
11,305 New
11,305 $2.07 Million
Q1 2020

Apr 10, 2020

SELL
$162.13 - $230.2 $1.7 Million - $2.41 Million
-10,456 Closed
0 $0
Q4 2019

Jan 14, 2020

SELL
$203.1 - $227.05 $365,173 - $408,235
-1,798 Reduced 14.67%
10,456 $2.37 Million
Q3 2019

Oct 16, 2019

BUY
$195.81 - $215.25 $11,944 - $13,130
61 Added 0.5%
12,254 $2.55 Million
Q2 2019

Jul 24, 2019

BUY
$197.42 - $218.6 $93,379 - $103,397
473 Added 4.04%
12,193 $2.6 Million
Q1 2019

Apr 19, 2019

BUY
$191.66 - $209.19 $765,298 - $835,295
3,993 Added 51.68%
11,720 $2.35 Million
Q4 2018

Jan 22, 2019

BUY
$187.76 - $223.76 $84,116 - $100,244
448 Added 6.15%
7,727 $1.58 Million
Q3 2018

Oct 19, 2018

BUY
$186.02 - $221.68 $31,623 - $37,685
170 Added 2.39%
7,279 $1.56 Million
Q2 2018

Aug 06, 2018

BUY
$184.91 - $201.2 $294,931 - $320,914
1,595 Added 28.93%
7,109 $1.33 Million
Q1 2018

May 01, 2018

SELL
$191.42 - $217.25 $4,785 - $5,431
-25 Reduced 0.45%
5,514 $1.1 Million
Q4 2017

Feb 05, 2018

BUY
$181.06 - $199.56 $1 Million - $1.11 Million
5,539
5,539 $1.1 Million

Others Institutions Holding BRK-B

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 $595B
More about BRK-B
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