Morris Financial Concepts, Inc. Berkshire Hathaway Inc Class B Transaction History

Morris Financial Concepts, Inc.

$229 Million
Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,258 shares of BRK-B stock, worth $599,525. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,258

Previous 1,341 6.19%

Holding current value

$599,525

Previous $545,000 6.24%

% of portfolio

0.25%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$405.19 - $478.57 $33,630 - $39,721	-83 Reduced 6.19%	1,258 $579,000
Q2 2024 Jul 29, 2024	BUY	$396.73 - $420.24 $3,967 - $4,202	10 Added 0.75%	1,341 $545,000
Q1 2024 Apr 18, 2024	SELL	$359.29 - $420.52 $6,467 - $7,569	-18 Reduced 1.33%	1,331 $559,000
Q2 2023 Aug 09, 2023	BUY	$309.07 - $341.0 $3,090 - $3,410	10 Added 0.75%	1,349 $460,000
Q1 2023 May 10, 2023	SELL	$293.51 - $320.37 $587 - $640	-2 Reduced 0.15%	1,339 $413,000
Q4 2022 Jan 19, 2023	BUY	$264.0 - $318.6 $354,024 - $427,242	1,341 New	1,341 $0

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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Morris Financial Concepts, Inc. Berkshire Hathaway Inc Class B Transaction History