Occidental Asset Management, LLC Berkshire Hathaway Inc Class B Transaction History

Occidental Asset Management, LLC

  • $637 Million
  • Q4 2024

A detailed history of Occidental Asset Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Occidental Asset Management, LLC holds 3,518 shares of BRK-B stock, worth $1.62 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,518
Previous 3,657 3.8%
Holding current value
$1.62 Million
Previous $1.68 Million 5.29%
% of portfolio
0.25%
Previous 0.27%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$442.29 - $483.08 $61,478 - $67,148
-139 Reduced 3.8%
3,518 $1.59 Million
Q3 2024

Oct 11, 2024
SELL
$405.19 - $478.57 $430,311 - $508,241
-1,062 Reduced 22.5%
3,657 $1.68 Million
Q2 2024

Jul 15, 2024
BUY
$396.73 - $420.24 $54,748 - $57,993
138 Added 3.01%
4,719 $1.92 Million
Q1 2024

Apr 16, 2024
BUY
$359.29 - $420.52 $74,373 - $87,047
207 Added 4.73%
4,581 $1.93 Million
Q4 2023

Jan 18, 2024
SELL
$331.71 - $362.68 $10,946 - $11,968
-33 Reduced 0.75%
4,374 $1.56 Million
Q3 2023

Oct 18, 2023
BUY
$340.9 - $370.48 $68,180 - $74,096
200 Added 4.75%
4,407 $1.54 Million
Q2 2023

Jul 11, 2023
SELL
$309.07 - $341.0 $38,942 - $42,966
-126 Reduced 2.91%
4,207 $1.43 Million
Q1 2023

May 10, 2023
SELL
$293.51 - $320.37 $6,163 - $6,727
-21 Reduced 0.48%
4,333 $1.34 Million
Q4 2022

Jan 23, 2023
SELL
$264.0 - $318.6 $14,520 - $17,523
-55 Reduced 1.25%
4,354 $0
Q3 2022

Nov 07, 2022
SELL
$264.32 - $306.65 $18,502 - $21,465
-70 Reduced 1.56%
4,409 $1.18 Million
Q2 2022

Jul 18, 2022
SELL
$267.52 - $353.1 $16,051 - $21,186
-60 Reduced 1.32%
4,479 $1.22 Million
Q1 2022

May 04, 2022
BUY
$300.79 - $359.57 $12,633 - $15,101
42 Added 0.93%
4,539 $1.6 Million
Q4 2021

Feb 01, 2022
SELL
$273.64 - $300.17 $20,249 - $22,212
-74 Reduced 1.62%
4,497 $1.35 Million
Q3 2021

Nov 03, 2021
SELL
$272.66 - $291.28 $12,269 - $13,107
-45 Reduced 0.97%
4,571 $1.25 Million
Q2 2021

Aug 17, 2021
SELL
$258.2 - $292.52 $25,820 - $29,252
-100 Reduced 2.12%
4,616 $1.28 Million
Q1 2021

May 06, 2021
SELL
$227.36 - $263.99 $962,187 - $1.12 Million
-4,232 Reduced 47.3%
4,716 $1.21 Million
Q4 2020

Jan 28, 2021
BUY
$200.7 - $233.92 $149,722 - $174,504
746 Added 9.1%
8,948 $2.08 Million
Q3 2020

Nov 10, 2020
BUY
$177.99 - $221.68 $216,435 - $269,562
1,216 Added 17.41%
8,202 $1.75 Million
Q2 2020

Jul 17, 2020
BUY
$169.25 - $201.56 $25,049 - $29,830
148 Added 2.16%
6,986 $1.25 Million
Q1 2020

Apr 23, 2020
BUY
$162.13 - $230.2 $328,637 - $466,615
2,027 Added 42.13%
6,838 $1.25 Million
Q4 2019

Jan 16, 2020
SELL
$203.1 - $227.05 $15,232 - $17,028
-75 Reduced 1.53%
4,811 $1.09 Million
Q3 2019

Oct 17, 2019
SELL
$195.81 - $215.25 $9,790 - $10,762
-50 Reduced 1.01%
4,886 $1.02 Million
Q2 2019

Aug 02, 2019
SELL
$197.42 - $218.6 $64,161 - $71,045
-325 Reduced 6.18%
4,936 $1.05 Million
Q1 2019

May 15, 2019
BUY
$191.66 - $209.19 $20,124 - $21,964
105 Added 2.04%
5,261 $1.06 Million
Q2 2018

Mar 19, 2019
SELL
$184.91 - $201.2 $101,700 - $110,660
-550 Reduced 9.64%
5,156 $962,000
Q1 2018

Mar 20, 2019
SELL
$191.42 - $217.25 $124,422 - $141,212
-650 Reduced 10.23%
5,706 $1.14 Million
Q4 2017

Mar 19, 2019
SELL
$181.06 - $199.56 $16,295 - $17,960
-90 Reduced 1.4%
6,356 $1.26 Million
Q2 2017

Mar 19, 2019
BUY
N/A
86 Added 1.35%
6,446 $1.09 Million
Q1 2017

Mar 19, 2019
SELL
N/A
-299 Reduced 4.49%
6,360 $1.06 Million
Q4 2016

May 15, 2019
SELL
N/A
-1,086 Reduced 14.02%
6,659 $1.09 Million
Q3 2016

May 15, 2019
SELL
N/A
-80 Reduced 1.02%
7,745 $1.12 Million
Q2 2016

May 15, 2019
SELL
N/A
-375 Reduced 4.57%
7,825 $1.13 Million
Q1 2016

May 15, 2019
SELL
N/A
-100 Reduced 1.2%
8,200 $1.16 Million
Q4 2015

Jun 17, 2019
SELL
N/A
-575 Reduced 6.48%
8,300 $1.1 Million
Q4 2014

Jun 17, 2019
SELL
N/A
-750 Reduced 7.79%
8,875 $1.33 Million
Q3 2014

Jun 17, 2019
SELL
N/A
-300 Reduced 3.02%
9,625 $1.33 Million
Q2 2014

Jun 17, 2019
SELL
N/A
-1,070 Reduced 9.73%
9,925 $1.26 Million
Q1 2014

Jun 17, 2019
BUY
N/A
10,995
10,995 $1.37 Million

Others Institutions Holding BRK-B

# of Institutions
4,422
Shares Held
833M
Call Options Held
21M
Put Options Held
12.9M
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 $600B
More about BRK-B
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