A detailed history of Founders Financial Alliance, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 5,771 shares of BRK-B stock, worth $2.76 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
5,771
Previous 5,592 3.2%
Holding current value
$2.76 Million
Previous $2.27 Million 16.8%
% of portfolio
0.75%
Previous 0.68%

Shares

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

Nov 01, 2024

BUY
$405.19 - $478.57 $72,529 - $85,664
179 Added 3.2%
5,771 $2.66 Million
Q2 2024

Aug 23, 2024

BUY
$396.73 - $420.24 $25,390 - $26,895
64 Added 1.16%
5,592 $2.27 Million
Q1 2024

May 14, 2024

BUY
$359.29 - $420.52 $102,756 - $120,268
286 Added 5.46%
5,528 $2.32 Million
Q4 2023

Feb 09, 2024

BUY
$331.71 - $362.68 $43,785 - $47,873
132 Added 2.58%
5,242 $1.87 Million
Q3 2023

Nov 13, 2023

SELL
$340.9 - $370.48 $99,883 - $108,550
-293 Reduced 5.42%
5,110 $1.79 Million
Q2 2023

Aug 11, 2023

BUY
$309.07 - $341.0 $132,900 - $146,630
430 Added 8.65%
5,403 $1.84 Million
Q1 2023

May 15, 2023

BUY
$293.51 - $320.37 $41,384 - $45,172
141 Added 2.92%
4,973 $1.54 Million
Q4 2022

Feb 15, 2023

BUY
$264.0 - $318.6 $8,976 - $10,832
34 Added 0.71%
4,832 $1.49 Million
Q3 2022

Nov 14, 2022

SELL
$264.32 - $306.65 $652,341 - $756,812
-2,468 Reduced 33.97%
4,798 $1.28 Million
Q2 2022

Aug 15, 2022

BUY
$267.52 - $353.1 $764,839 - $1.01 Million
2,859 Added 64.87%
7,266 $1.98 Million
Q1 2022

May 12, 2022

SELL
$300.79 - $359.57 $80,310 - $96,005
-267 Reduced 5.71%
4,407 $1.56 Million
Q4 2021

Feb 14, 2022

BUY
$273.64 - $300.17 $87,564 - $96,054
320 Added 7.35%
4,674 $1.4 Million
Q3 2021

Nov 15, 2021

SELL
$272.66 - $291.28 $56,713 - $60,586
-208 Reduced 4.56%
4,354 $1.19 Million
Q2 2021

Aug 02, 2021

BUY
$258.2 - $292.52 $117,739 - $133,389
456 Added 11.11%
4,562 $1.27 Million
Q1 2021

May 14, 2021

BUY
$227.36 - $263.99 $65,252 - $75,765
287 Added 7.52%
4,106 $1.07 Million
Q4 2020

Feb 04, 2021

BUY
$200.7 - $233.92 $178,823 - $208,422
891 Added 30.43%
3,819 $885,000
Q3 2020

Nov 13, 2020

BUY
$177.99 - $221.68 $521,154 - $649,079
2,928 New
2,928 $623,000

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 $623B
More about BRK-B
Track This Portfolio

Track Founders Financial Alliance, LLC Portfolio

Follow Founders Financial Alliance, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.