Klingman & Associates, LLC Berkshire Hathaway Inc Class B Transaction History

Klingman & Associates, LLC

$1.61 Billion
Q3 2024

A detailed history of Klingman & Associates, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Klingman & Associates, LLC holds 9,350 shares of BRK-B stock, worth $4.24 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

9,350

Previous 8,034 16.38%

Holding current value

$4.24 Million

Previous $3.27 Million 31.67%

% of portfolio

0.27%

Previous 0.22%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$405.19 - $478.57 $533,230 - $629,798	1,316 Added 16.38%	9,350 $4.3 Million
Q2 2024 Jul 30, 2024	SELL	$396.73 - $420.24 $305,085 - $323,164	-769 Reduced 8.74%	8,034 $3.27 Million
Q1 2024 May 01, 2024	BUY	$359.29 - $420.52 $44,911 - $52,565	125 Added 1.44%	8,803 $3.7 Million
Q4 2023 Jan 29, 2024	SELL	$331.71 - $362.68 $113,113 - $123,673	-341 Reduced 3.78%	8,678 $3.1 Million
Q3 2023 Oct 30, 2023	BUY	$340.9 - $370.48 $397,489 - $431,979	1,166 Added 14.85%	9,019 $3.16 Million
Q2 2023 Jul 31, 2023	SELL	$309.07 - $341.0 $62,741 - $69,223	-203 Reduced 2.52%	7,853 $2.68 Million
Q1 2023 May 03, 2023	BUY	$293.51 - $320.37 $9,979 - $10,892	34 Added 0.42%	8,056 $2.49 Million
Q4 2022 Feb 03, 2023	BUY	$264.0 - $318.6 $60,984 - $73,596	231 Added 2.96%	8,022 $2.48 Million
Q3 2022 Oct 28, 2022	BUY	$264.32 - $306.65 $19,031 - $22,078	72 Added 0.93%	7,791 $2.08 Million
Q2 2022 Jul 27, 2022	SELL	$267.52 - $353.1 $21,134 - $27,894	-79 Reduced 1.01%	7,719 $2.11 Million
Q1 2022 May 06, 2022	SELL	$300.79 - $359.57 $4,812 - $5,753	-16 Reduced 0.2%	7,798 $2.75 Million
Q4 2021 Jan 31, 2022	BUY	$273.64 - $300.17 $29,553 - $32,418	108 Added 1.4%	7,814 $2.34 Million
Q3 2021 Nov 01, 2021	BUY	$272.66 - $291.28 $12,815 - $13,690	47 Added 0.61%	7,706 $2.1 Million
Q2 2021 Jul 27, 2021	BUY	$258.2 - $292.52 $11,877 - $13,455	46 Added 0.6%	7,659 $2.13 Million
Q1 2021 Apr 29, 2021	BUY	$227.36 - $263.99 $6,593 - $7,655	29 Added 0.38%	7,613 $1.95 Million
Q4 2020 Feb 09, 2021	BUY	$200.7 - $233.92 $18,665 - $21,754	93 Added 1.24%	7,584 $1.76 Million
Q3 2020 Nov 03, 2020	BUY	$177.99 - $221.68 $47,879 - $59,631	269 Added 3.72%	7,491 $1.6 Million
Q2 2020 Aug 04, 2020	SELL	$169.25 - $201.56 $43,666 - $52,002	-258 Reduced 3.45%	7,222 $1.29 Million
Q1 2020 Apr 29, 2020	BUY	$162.13 - $230.2 $21,563 - $30,616	133 Added 1.81%	7,480 $1.37 Million
Q4 2019 Jan 29, 2020	BUY	$203.1 - $227.05 $20,310 - $22,705	100 Added 1.38%	7,347 $1.66 Million
Q3 2019 Oct 22, 2019	BUY	$195.81 - $215.25 $38,966 - $42,834	199 Added 2.82%	7,247 $1.51 Million
Q2 2019 Sep 27, 2019	BUY	$197.42 - $218.6 $986,902 - $1.09 Million	4,999 Added 243.97%	7,048 $1.5 Million
Q2 2019 Jul 24, 2019	SELL	$197.42 - $218.6 $953,143 - $1.06 Million	-4,828 Reduced 70.21%	2,049 $437,000
Q1 2019 May 03, 2019	BUY	$191.66 - $209.19 $5,941 - $6,484	31 Added 0.45%	6,877 $1.38 Million
Q4 2018 Jan 28, 2019	SELL	$187.76 - $223.76 $187 - $223	-1 Reduced 0.01%	6,846 $1.4 Million
Q3 2018 Oct 26, 2018	BUY	$186.02 - $221.68 $18,602 - $22,168	100 Added 1.48%	6,847 $1.47 Million
Q2 2018 Aug 02, 2018	SELL	$184.91 - $201.2 $37,721 - $41,044	-204 Reduced 2.93%	6,747 $1.26 Million
Q1 2018 Apr 25, 2018	SELL	$191.42 - $217.25 $696,003 - $789,921	-3,636 Reduced 34.34%	6,951 $1.39 Million
Q4 2017 Feb 02, 2018	BUY	$181.06 - $199.56 $1.36 Million - $1.49 Million	7,489 Added 241.74%	10,587 $2.1 Million
Q3 2017 Oct 24, 2017	BUY	$173.99 - $183.82 $539,021 - $569,474	3,098	3,098 $568,000

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

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 $590B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Account

Klingman & Associates, LLC Berkshire Hathaway Inc Class B Transaction History