Fulcrum Equity Management Berkshire Hathaway Inc Class B Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

A detailed history of Fulcrum Equity Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Fulcrum Equity Management holds 4,410 shares of BRK-B stock, worth $2.1 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

4,410

Previous 4,410 -0.0%

Holding current value

$2.1 Million

Previous $1.79 Million 13.16%

% of portfolio

1.77%

Previous 1.67%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$396.73 - $420.24 $71,808 - $76,063	181 Added 4.28%	4,410 $1.79 Million
Q1 2024 Apr 24, 2024	BUY	$359.29 - $420.52 $166,351 - $194,700	463 Added 12.29%	4,229 $1.78 Million
Q4 2023 Jan 18, 2024	BUY	$331.71 - $362.68 $41,795 - $45,697	126 Added 3.46%	3,766 $1.34 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $340 - $370	1 Added 0.03%	3,640 $1.28 Million
Q2 2023 Jul 07, 2023	BUY	$309.07 - $341.0 $4,636 - $5,115	15 Added 0.41%	3,639 $1.24 Million
Q4 2022 Jul 07, 2023	SELL	$264.0 - $318.6 $3,960 - $4,779	-15 Reduced 0.41%	3,624 $1.12 Million
Q4 2022 Jan 10, 2023	BUY	$264.0 - $318.6 $48,576 - $58,622	184 Added 5.35%	3,624 $0
Q3 2022 Oct 11, 2022	BUY	$264.32 - $306.65 $1,321 - $1,533	5 Added 0.15%	3,440 $919,000
Q1 2022 Apr 15, 2022	SELL	$300.79 - $359.57 $164,532 - $196,684	-547 Reduced 13.74%	3,435 $1.21 Million
Q4 2021 Jan 25, 2022	BUY	$273.64 - $300.17 $205,777 - $225,727	752 Added 23.28%	3,982 $1.19 Million
Q3 2021 Jan 25, 2022	BUY	$272.66 - $291.28 $103,610 - $110,686	380 Added 13.33%	3,230 $882,000
Q2 2021 Jul 15, 2021	BUY	$258.2 - $292.52 $38,730 - $43,878	150 Added 5.56%	2,850 $792,000
Q4 2020 Feb 22, 2021	BUY	$200.7 - $233.92 $100,350 - $116,960	500 Added 22.73%	2,700 $626,000
Q4 2019 Feb 12, 2020	BUY	$203.1 - $227.05 $142,170 - $158,935	700 Added 46.67%	2,200 $498,000
Q2 2019 Aug 12, 2019	SELL	$197.42 - $218.6 $513,686 - $568,797	-2,602 Reduced 63.43%	1,500 $299,000
Q1 2019 May 03, 2019	BUY	$191.66 - $209.19 $383 - $418	2 Added 0.05%	4,102 $824,000
Q4 2018 Mar 05, 2019	BUY	$187.76 - $223.76 $769,816 - $917,416	4,100 New	4,100 $837,000

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

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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Fulcrum Equity Management Berkshire Hathaway Inc Class B Transaction History