Nelson Capital Management, LLC Berkshire Hathaway Inc Class B Transaction History

Nelson Capital Management, LLC

$587 Million
Q3 2024

A detailed history of Nelson Capital Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Nelson Capital Management, LLC holds 1,279 shares of BRK-B stock, worth $586,626. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,279

Previous 1,251 2.24%

Holding current value

$586,626

Previous $508,000 15.75%

% of portfolio

0.1%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$405.19 - $478.57 $11,345 - $13,399	28 Added 2.24%	1,279 $588,000
Q1 2024 May 06, 2024	SELL	$359.29 - $420.52 $3,233 - $3,784	-9 Reduced 0.71%	1,251 $526,000
Q4 2023 Jan 26, 2024	BUY	$331.71 - $362.68 $2,985 - $3,264	9 Added 0.72%	1,260 $449,000
Q1 2023 May 09, 2023	BUY	$293.51 - $320.37 $1,174 - $1,281	4 Added 0.32%	1,251 $386,000
Q3 2022 Nov 02, 2022	BUY	$264.32 - $306.65 $113,657 - $131,859	430 Added 52.63%	1,247 $333,000
Q2 2022 Jul 27, 2022	SELL	$267.52 - $353.1 $36,115 - $47,668	-135 Reduced 14.18%	817 $223,000
Q1 2022 May 02, 2022	SELL	$300.79 - $359.57 $7,519 - $8,989	-25 Reduced 2.56%	952 $336,000
Q1 2021 May 10, 2021	SELL	$227.36 - $263.99 $11,368 - $13,199	-50 Reduced 4.87%	977 $249,000
Q4 2020 Feb 17, 2021	SELL	$200.7 - $233.92 $262,114 - $305,499	-1,306 Reduced 55.98%	1,027 $238,000
Q3 2020 Nov 13, 2020	BUY	$177.99 - $221.68 $415,250 - $517,179	2,333 New	2,333 $496,000
Q2 2020 Aug 13, 2020	SELL	$169.25 - $201.56 $194,637 - $231,794	-1,150 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$162.13 - $230.2 $6,647 - $9,438	41 Added 3.7%	1,150 $210,000
Q1 2019 May 09, 2019	BUY	$191.66 - $209.19 $38,523 - $42,047	201 Added 22.14%	1,109 $223,000
Q3 2018 Oct 09, 2018	BUY	$186.02 - $221.68 $4,650 - $5,542	25 Added 2.83%	908 $194,000
Q2 2018 Jul 17, 2018	BUY	$184.91 - $201.2 $9,245 - $10,060	50 Added 6.0%	883 $165,000
Q1 2018 Apr 20, 2018	BUY	$191.42 - $217.25 $6,316 - $7,169	33 Added 4.13%	833 $166,000
Q4 2017 Jan 26, 2018	SELL	$181.06 - $199.56 $77,855 - $85,810	-430 Reduced 34.96%	800 $159,000
Q2 2017 Aug 11, 2017	BUY	N/A	1,230	1,230 $208,000

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 $597B

More about BRK-B

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Nelson Capital Management, LLC Berkshire Hathaway Inc Class B Transaction History