Dakota Wealth Management Berkshire Hathaway Inc Class B Transaction History

Dakota Wealth Management

$4.2 Billion
Q1 2025

A detailed history of Dakota Wealth Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Dakota Wealth Management holds 95,880 shares of BRK-B stock, worth $51.1 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

95,880

Previous 72,448 32.34%

Holding current value

$51.1 Million

Previous $32.8 Million 55.49%

% of portfolio

1.22%

Previous 0.77%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$442.66 - $534.52 $10.4 Million - $12.5 Million	23,432 Added 32.34%	95,880 $51.1 Million
Q4 2024 Jan 17, 2025	SELL	$442.29 - $483.08 $889,887 - $971,956	-2,012 Reduced 2.7%	72,448 $32.8 Million
Q3 2024 Oct 23, 2024	SELL	$405.19 - $478.57 $342,385 - $404,391	-845 Reduced 1.12%	74,460 $34.3 Million
Q2 2024 Jul 19, 2024	SELL	$396.73 - $420.24 $298,737 - $316,440	-753 Reduced 0.99%	75,305 $30.6 Million
Q1 2024 Apr 24, 2024	BUY	$359.29 - $420.52 $5.43 Million - $6.35 Million	15,106 Added 24.78%	76,058 $32 Million
Q4 2023 Jan 30, 2024	BUY	$331.71 - $362.68 $274,987 - $300,661	829 Added 1.38%	60,952 $21.7 Million
Q3 2023 Oct 23, 2023	BUY	$340.9 - $370.48 $2,386 - $2,593	7 Added 0.01%	60,123 $21.1 Million
Q2 2023 Jul 31, 2023	BUY	$309.07 - $341.0 $4.6 Million - $5.08 Million	14,885 Added 32.91%	60,116 $20.5 Million
Q1 2023 Apr 14, 2023	SELL	$293.51 - $320.37 $134,721 - $147,049	-459 Reduced 1.0%	45,231 $14 Million
Q4 2022 Feb 07, 2023	BUY	$264.0 - $318.6 $12.1 Million - $14.6 Million	45,690 New	45,690 $14.1 Million
Q2 2022 Aug 05, 2022	SELL	$267.52 - $353.1 $3.1 Million - $4.09 Million	-11,579 Reduced 23.73%	37,221 $10.2 Million
Q1 2022 May 13, 2022	BUY	$300.79 - $359.57 $12.1 Million - $14.5 Million	40,200 Added 467.44%	48,800 $17.2 Million
Q4 2021 Feb 10, 2022	BUY	$273.64 - $300.17 $166,099 - $182,203	607 Added 7.59%	8,600 $2.57 Million
Q3 2021 Nov 15, 2021	BUY	$272.66 - $291.28 $802,983 - $857,819	2,945 Added 58.34%	7,993 $2.18 Million
Q2 2021 Aug 02, 2021	BUY	$258.2 - $292.52 $197,781 - $224,070	766 Added 17.89%	5,048 $1.4 Million
Q1 2021 May 10, 2021	SELL	$227.36 - $263.99 $49,564 - $57,549	-218 Reduced 4.84%	4,282 $1.09 Million
Q4 2020 Feb 12, 2021	BUY	$200.7 - $233.92 $55,593 - $64,795	277 Added 6.56%	4,500 $1.04 Million
Q3 2020 Nov 04, 2020	BUY	$177.99 - $221.68 $87,215 - $108,623	490 Added 13.13%	4,223 $899,000
Q2 2020 Aug 07, 2020	SELL	$169.25 - $201.56 $250,320 - $298,107	-1,479 Reduced 28.38%	3,733 $666,000
Q1 2020 Apr 29, 2020	BUY	$162.13 - $230.2 $124,840 - $177,254	770 Added 17.33%	5,212 $953,000
Q4 2019 Feb 06, 2020	SELL	$203.1 - $227.05 $43,057 - $48,134	-212 Reduced 4.56%	4,442 $1.01 Million
Q3 2019 Nov 14, 2019	BUY	$195.81 - $215.25 $412,571 - $453,531	2,107 Added 82.72%	4,654 $968,000
Q2 2019 Aug 07, 2019	SELL	$197.42 - $218.6 $43,234 - $47,873	-219 Reduced 7.92%	2,547 $543,000
Q1 2019 Apr 18, 2019	BUY	$191.66 - $209.19 $78,197 - $85,349	408 Added 17.3%	2,766 $216,000
Q4 2018 Jan 22, 2019	BUY	$187.76 - $223.76 $49,193 - $58,625	262 Added 12.5%	2,358 $492,000
Q2 2018 Aug 09, 2018	BUY	$184.91 - $201.2 $120,931 - $131,584	654 Added 45.35%	2,096 $391,000
Q1 2018 Apr 10, 2018	SELL	$191.42 - $217.25 $19,142 - $21,725	-100 Reduced 6.49%	1,442 $288,000
Q3 2017 Oct 16, 2017	BUY	$173.99 - $183.82 $268,292 - $283,450	1,542	1,542 $283,000

Others Institutions Holding BRK-B

# of Institutions

4,881

Shares Held

868M

Call Options Held

20.8M

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 $694B

More about BRK-B

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Dakota Wealth Management Berkshire Hathaway Inc Class B Transaction History