Geometric Wealth Advisors Berkshire Hathaway Inc Class B Transaction History

Geometric Wealth Advisors

$417 Million
Q1 2024

A detailed history of Geometric Wealth Advisors transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Geometric Wealth Advisors holds 1,109 shares of BRK-B stock, worth $449,998. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,109

Previous 1,109 -0.0%

Holding current value

$449,998

Previous $395,000 17.97%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	SELL	$331.71 - $362.68 $11,609 - $12,693	-35 Reduced 3.06%	1,109 $395,000
Q3 2023 Oct 12, 2023	BUY	$340.9 - $370.48 $102,270 - $111,144	300 Added 35.55%	1,144 $400,000
Q4 2022 Jan 09, 2023	SELL	$264.0 - $318.6 $10,296 - $12,425	-39 Reduced 4.42%	844 $0
Q2 2022 Jul 20, 2022	SELL	$267.52 - $353.1 $2,407 - $3,177	-9 Reduced 1.01%	883 $241,000
Q1 2022 Apr 18, 2022	BUY	$300.79 - $359.57 $2,707 - $3,236	9 Added 1.02%	892 $315,000

Q4 2021 Feb 23, 2022	BUY	$273.64 - $300.17 $241,624 - $265,050	883 New	883 $264,000

Others Institutions Holding BRK-B

# of Institutions

4,165

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $528B

More about BRK-B

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Geometric Wealth Advisors Berkshire Hathaway Inc Class B Transaction History