A detailed history of Fermata Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Fermata Advisors, LLC holds 2,631 shares of BRK-B stock, worth $1.2 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,631
Previous 2,439 7.87%
Holding current value
$1.2 Million
Previous $1.03 Million 4.39%
% of portfolio
0.26%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$396.73 - $420.24 $76,172 - $80,686
192 Added 7.87%
2,631 $1.07 Million
Q1 2024

Apr 12, 2024

SELL
$359.29 - $420.52 $5,389 - $6,307
-15 Reduced 0.61%
2,439 $1.03 Million
Q4 2023

Jan 19, 2024

BUY
$331.71 - $362.68 $5,970 - $6,528
18 Added 0.74%
2,454 $875,000
Q3 2023

Nov 06, 2023

BUY
$340.9 - $370.48 $830,432 - $902,489
2,436 New
2,436 $853,000
Q4 2022

Feb 13, 2023

BUY
$264.0 - $318.6 $25,080 - $30,267
95 Added 5.93%
1,697 $524,000
Q3 2022

Nov 14, 2022

SELL
$264.32 - $306.65 $228,901 - $265,558
-866 Reduced 35.09%
1,602 $428,000
Q2 2022

Aug 09, 2022

BUY
$267.52 - $353.1 $200,907 - $265,178
751 Added 43.74%
2,468 $674,000
Q1 2022

Apr 22, 2022

BUY
$300.79 - $359.57 $4,812 - $5,753
16 Added 0.94%
1,717 $606,000
Q4 2021

Feb 02, 2022

BUY
$273.64 - $300.17 $58,832 - $64,536
215 Added 14.47%
1,701 $509,000
Q3 2021

Oct 29, 2021

BUY
$272.66 - $291.28 $71,982 - $76,897
264 Added 21.6%
1,486 $406,000
Q2 2021

Aug 10, 2021

BUY
$258.2 - $292.52 $315,520 - $357,459
1,222 New
1,222 $340,000

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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