Gradient Capital Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Gradient Capital Advisors, LLC

$296 Million
Q3 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 8,250 shares of BRK-B stock, worth $3.75 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

8,250

Previous 8,102 1.83%

Holding current value

$3.75 Million

Previous $3.3 Million 15.24%

% of portfolio

1.28%

Previous 1.19%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$405.19 - $478.57 $59,968 - $70,828	148 Added 1.83%	8,250 $3.8 Million
Q2 2024 Jul 19, 2024	BUY	$396.73 - $420.24 $51,574 - $54,631	130 Added 1.63%	8,102 $3.3 Million
Q1 2024 Apr 17, 2024	BUY	$359.29 - $420.52 $222,400 - $260,301	619 Added 8.42%	7,972 $3.35 Million
Q4 2023 Jan 31, 2024	BUY	$331.71 - $362.68 $130,693 - $142,895	394 Added 5.66%	7,353 $2.62 Million
Q3 2023 Oct 24, 2023	BUY	$340.9 - $370.48 $102,951 - $111,884	302 Added 4.54%	6,959 $2.44 Million
Q2 2023 Jul 18, 2023	BUY	$309.07 - $341.0 $113,737 - $125,488	368 Added 5.85%	6,657 $2.27 Million
Q1 2023 Apr 17, 2023	BUY	$293.51 - $320.37 $63,104 - $68,879	215 Added 3.54%	6,289 $1.94 Million
Q4 2022 Feb 03, 2023	BUY	$264.0 - $318.6 $1,320 - $1,593	5 Added 0.08%	6,074 $1.88 Million
Q3 2022 Nov 04, 2022	BUY	$264.32 - $306.65 $40,440 - $46,917	153 Added 2.59%	6,069 $1.62 Million
Q2 2022 Jul 18, 2022	SELL	$267.52 - $353.1 $14,178 - $18,714	-53 Reduced 0.89%	5,916 $1.62 Million
Q1 2022 Apr 29, 2022	BUY	$300.79 - $359.57 $220,178 - $263,205	732 Added 13.98%	5,969 $2.11 Million
Q4 2021 Jan 31, 2022	BUY	$273.64 - $300.17 $34,205 - $37,521	125 Added 2.45%	5,237 $1.57 Million
Q3 2021 Nov 02, 2021	BUY	$272.66 - $291.28 $9,270 - $9,903	34 Added 0.67%	5,112 $1.4 Million
Q1 2021 Apr 21, 2021	SELL	$227.36 - $263.99 $52,520 - $60,981	-231 Reduced 4.35%	5,078 $1.3 Million
Q4 2020 Jan 20, 2021	SELL	$200.7 - $233.92 $70,847 - $82,573	-353 Reduced 6.23%	5,309 $1.23 Million
Q3 2020 Oct 21, 2020	SELL	$177.99 - $221.68 $22,960 - $28,596	-129 Reduced 2.23%	5,662 $1.21 Million
Q2 2020 Jul 28, 2020	BUY	$169.25 - $201.56 $2,708 - $3,224	16 Added 0.28%	5,791 $1.03 Million
Q1 2020 Apr 22, 2020	BUY	$162.13 - $230.2 $5,350 - $7,596	33 Added 0.57%	5,775 $1.06 Million
Q4 2019 Jan 16, 2020	BUY	$203.1 - $227.05 $17,263 - $19,299	85 Added 1.5%	5,742 $1.3 Million
Q3 2019 Oct 22, 2019	SELL	$195.81 - $215.25 $32,700 - $35,946	-167 Reduced 2.87%	5,657 $1.18 Million
Q2 2019 Jul 16, 2019	BUY	$197.42 - $218.6 $13,621 - $15,083	69 Added 1.2%	5,824 $1.24 Million
Q1 2019 Apr 16, 2019	BUY	$191.66 - $209.19 $65,164 - $71,124	340 Added 6.28%	5,755 $1.16 Million
Q4 2018 Jan 30, 2019	BUY	$187.76 - $223.76 $30,041 - $35,801	160 Added 3.04%	5,415 $1.11 Million
Q3 2018 Nov 06, 2018	BUY	$186.02 - $221.68 $66,595 - $79,361	358 Added 7.31%	5,255 $1.13 Million
Q2 2018 Jul 26, 2018	BUY	$184.91 - $201.2 $532,725 - $579,657	2,881 Added 142.91%	4,897 $914,000
Q1 2018 Apr 20, 2018	BUY	$191.42 - $217.25 $28,904 - $32,804	151 Added 8.1%	2,016 $402,000
Q4 2017 Feb 12, 2018	BUY	$181.06 - $199.56 $337,676 - $372,179	1,865	1,865 $370,000

Others Institutions Holding BRK-B

# of Institutions

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

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 $592B

More about BRK-B

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Gradient Capital Advisors, LLC Berkshire Hathaway Inc Class B Transaction History