Fusion Family Wealth LLC Berkshire Hathaway Inc Class B Transaction History

Fusion Family Wealth LLC

$1.08 Billion
Q3 2024

A detailed history of Fusion Family Wealth LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Fusion Family Wealth LLC holds 1,216 shares of BRK-B stock, worth $570,133. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,216

Previous 1,216 -0.0%

Holding current value

$570,133

Previous $494,000 13.16%

% of portfolio

0.05%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 20, 2023	SELL	$293.51 - $320.37 $27,883 - $30,435	-95 Reduced 7.25%	1,216 $375,000
Q4 2022 Jan 24, 2023	BUY	$264.0 - $318.6 $143,880 - $173,637	545 Added 71.15%	1,311 $0
Q3 2022 Oct 19, 2022	SELL	$264.32 - $306.65 $118,944 - $137,992	-450 Reduced 37.01%	766 $209,000
Q2 2022 Jul 11, 2022	BUY	$267.52 - $353.1 $120,383 - $158,895	450 Added 58.75%	1,216 $332,000
Q1 2022 Apr 28, 2022	BUY	$300.79 - $359.57 $230,405 - $275,430	766 New	766 $270,000
Q4 2021 Jan 20, 2022	SELL	$273.64 - $300.17 $209,608 - $229,930	-766 Closed	0 $0
Q3 2021 Oct 14, 2021	SELL	$272.66 - $291.28 $272,660 - $291,280	-1,000 Reduced 56.63%	766 $209,000
Q2 2021 Jul 30, 2021	BUY	$258.2 - $292.52 $193,650 - $219,390	750 Added 73.82%	1,766 $491,000
Q1 2020 May 06, 2020	SELL	$162.13 - $230.2 $7,295 - $10,359	-45 Reduced 4.24%	1,016 $186,000
Q3 2019 Oct 31, 2019	SELL	$195.81 - $215.25 $584,688 - $642,736	-2,986 Reduced 73.78%	1,061 $221,000
Q2 2019 Aug 06, 2019	BUY	$197.42 - $218.6 $589,496 - $652,739	2,986 Added 281.43%	4,047 $863,000
Q1 2019 May 10, 2019	SELL	$191.66 - $209.19 $652,602 - $712,291	-3,405 Reduced 76.24%	1,061 $213,000
Q3 2018 Nov 07, 2018	BUY	$186.02 - $221.68 $232,525 - $277,100	1,250 Added 38.87%	4,466 $956,000
Q2 2018 Aug 03, 2018	BUY	$184.91 - $201.2 $7,211 - $7,846	39 Added 1.23%	3,216 $600,000
Q1 2018 May 02, 2018	BUY	$191.42 - $217.25 $9,379 - $10,645	49 Added 1.57%	3,177 $634,000
Q4 2017 Feb 06, 2018	BUY	$181.06 - $199.56 $443,959 - $489,321	2,452 Added 362.72%	3,128 $620,000
Q3 2017 Oct 30, 2017	SELL	$173.99 - $183.82 $408,876 - $431,977	-2,350 Reduced 77.66%	676 $124,000
Q2 2017 Aug 07, 2017	BUY	N/A	3,026	3,026 $513,000

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 $610B

More about BRK-B

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Fusion Family Wealth LLC Berkshire Hathaway Inc Class B Transaction History