Key Client Fiduciary Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Key Client Fiduciary Advisors, LLC

$201 Million
Q3 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 4,187 shares of BRK-B stock, worth $2 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

4,187

Previous 4,025 4.02%

Holding current value

$2 Million

Previous $1.64 Million 17.72%

% of portfolio

0.96%

Previous 0.9%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$405.19 - $478.57 $65,640 - $77,528	162 Added 4.02%	4,187 $1.93 Million
Q2 2024 Jul 16, 2024	SELL	$396.73 - $420.24 $1,190 - $1,260	-3 Reduced 0.07%	4,025 $1.64 Million
Q1 2024 Apr 15, 2024	BUY	$359.29 - $420.52 $94,133 - $110,176	262 Added 6.96%	4,028 $1.69 Million
Q4 2023 Jan 09, 2024	SELL	$331.71 - $362.68 $26,536 - $29,014	-80 Reduced 2.08%	3,766 $1.34 Million
Q3 2023 Nov 14, 2023	SELL	$340.9 - $370.48 $13,636 - $14,819	-40 Reduced 1.03%	3,846 $1.35 Million
Q2 2023 Jul 13, 2023	SELL	$309.07 - $341.0 $1,545 - $1,705	-5 Reduced 0.13%	3,886 $1.33 Million
Q1 2023 Apr 25, 2023	SELL	$293.51 - $320.37 $8,218 - $8,970	-28 Reduced 0.71%	3,891 $1.2 Million
Q4 2022 Jan 17, 2023	BUY	$264.0 - $318.6 $201,696 - $243,410	764 Added 24.22%	3,919 $0
Q3 2022 Oct 12, 2022	SELL	$264.32 - $306.65 $2,643 - $3,066	-10 Reduced 0.32%	3,155 $842,000
Q2 2022 Jul 19, 2022	SELL	$267.52 - $353.1 $10,968 - $14,477	-41 Reduced 1.28%	3,165 $864,000
Q1 2022 Apr 18, 2022	BUY	$300.79 - $359.57 $293,571 - $350,940	976 Added 43.77%	3,206 $1.13 Million
Q4 2021 Mar 01, 2022	BUY	$273.64 - $300.17 $610,217 - $669,379	2,230 New	2,230 $667,000

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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Key Client Fiduciary Advisors, LLC Berkshire Hathaway Inc Class B Transaction History