O'Brien Wealth Partners LLC Berkshire Hathaway Inc Class B Transaction History

O'Brien Wealth Partners LLC

$419 Million
Q2 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 663 shares of BRK-B stock, worth $306,286. This represents 0.06% of its overall portfolio holdings.

Number of Shares

663

Previous 663 -0.0%

Holding current value

$306,286

Previous $278,000 3.24%

% of portfolio

0.06%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$359.29 - $420.52 $29,461 - $34,482	-82 Reduced 11.01%	663 $278,000
Q4 2023 Jan 25, 2024	BUY	$331.71 - $362.68 $12,273 - $13,419	37 Added 5.23%	745 $265,000
Q1 2023 May 08, 2023	SELL	$293.51 - $320.37 $14,969 - $16,338	-51 Reduced 6.72%	708 $218,000
Q4 2022 Feb 10, 2023	SELL	$264.0 - $318.6 $16,104 - $19,434	-61 Reduced 7.44%	759 $234,000
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $2,907 - $3,373	11 Added 1.36%	820 $219,000
Q2 2022 Jul 22, 2022	BUY	$267.52 - $353.1 $39,057 - $51,552	146 Added 22.02%	809 $221,000
Q1 2022 May 10, 2022	BUY	$300.79 - $359.57 $5,113 - $6,112	17 Added 2.63%	663 $207,000
Q4 2021 Feb 09, 2022	BUY	$273.64 - $300.17 $2,189 - $2,401	8 Added 1.25%	646 $208,000
Q3 2021 Oct 07, 2021	SELL	$272.66 - $291.28 $47,170 - $50,391	-173 Reduced 21.33%	638 $177,000
Q2 2021 Jul 12, 2021	BUY	$258.2 - $292.52 $209,400 - $237,233	811 New	811 $227,000
Q1 2019 Apr 05, 2019	SELL	$191.66 - $209.19 $114,996 - $125,514	-600 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	$186.02 - $221.68 $111,612 - $133,008	600 New	600 $128,000
Q2 2018 Jul 11, 2018	SELL	$184.91 - $201.2 $110,946 - $120,720	-600 Closed	0 $0
Q1 2018 Apr 11, 2018	BUY	$191.42 - $217.25 $114,851 - $130,350	600 New	600 $120,000

Others Institutions Holding BRK-B

# of Institutions

4,262

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $601B

More about BRK-B

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O'Brien Wealth Partners LLC Berkshire Hathaway Inc Class B Transaction History