Marotta Asset Management Berkshire Hathaway Inc Class B Transaction History

Marotta Asset Management

  • $483 Million
  • Q1 2024

A detailed history of Marotta Asset Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Marotta Asset Management holds 1,048 shares of BRK-B stock, worth $425,246. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,048
Previous 1,124 6.76%
Holding current value
$425,246
Previous $400,000 10.0%
% of portfolio
0.09%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
SELL
$359.29 - $420.52 $27,306 - $31,959
-76 Reduced 6.76%
1,048 $440,000
Q4 2023

Jan 03, 2024
SELL
$331.71 - $362.68 $17,248 - $18,859
-52 Reduced 4.42%
1,124 $400,000
Q3 2023

Oct 11, 2023
SELL
$340.9 - $370.48 $32,385 - $35,195
-95 Reduced 7.47%
1,176 $411,000
Q2 2023

Jul 05, 2023
SELL
$309.07 - $341.0 $6,490 - $7,161
-21 Reduced 1.63%
1,271 $433,000
Q4 2022

Jan 03, 2023
BUY
$264.0 - $318.6 $1,056 - $1,274
4 Added 0.31%
1,292 $0
Q2 2022

Jul 21, 2022
BUY
$267.52 - $353.1 $5,350 - $7,062
20 Added 1.58%
1,288 $351,000
Q4 2021

Jan 13, 2022
SELL
$273.64 - $300.17 $16,418 - $18,010
-60 Reduced 4.52%
1,268 $379,000
Q3 2021

Oct 21, 2021
BUY
$272.66 - $291.28 $6,543 - $6,990
24 Added 1.84%
1,328 $362,000
Q2 2021

Jul 09, 2021
SELL
$258.2 - $292.52 $13,942 - $15,796
-54 Reduced 3.98%
1,304 $362,000
Q4 2020

Jan 07, 2021
SELL
$200.7 - $233.92 $23,682 - $27,602
-118 Reduced 7.99%
1,358 $314,000
Q3 2020

Oct 06, 2020
SELL
$177.99 - $221.68 $13,705 - $17,069
-77 Reduced 4.96%
1,476 $314,000
Q2 2020

Jul 06, 2020
SELL
$169.25 - $201.56 $14,047 - $16,729
-83 Reduced 5.07%
1,553 $277,000
Q1 2020

Apr 02, 2020
SELL
$162.13 - $230.2 $810 - $1,151
-5 Reduced 0.3%
1,636 $299,000
Q4 2019

Feb 04, 2020
BUY
$203.1 - $227.05 $333,287 - $372,589
1,641 New
1,641 $371,000

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

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $528B
More about BRK-B
Track This Portfolio

Track Marotta Asset Management Portfolio

Follow Marotta Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marotta Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Marotta Asset Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email