Occidental Asset Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Occidental Asset Management, LLC

$717 Million
Q2 2025

A detailed history of Occidental Asset Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Occidental Asset Management, LLC holds 3,668 shares of BRKB stock, worth $0. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,668

Previous 3,914 6.29%

Holding current value

Previous $2.08 Million 14.54%

% of portfolio

0.25%

Previous 0.32%

40 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	N/A	-246 Reduced 6.29%	3,668 $1.78 Million
Q1 2025 May 15, 2025	BUY	N/A	396 Added 11.26%	3,914 $2.08 Million
Q4 2024 Jan 14, 2025	SELL	N/A	-139 Reduced 3.8%	3,518 $1.59 Million
Q3 2024 Oct 11, 2024	SELL	N/A	-1,062 Reduced 22.5%	3,657 $1.68 Million
Q2 2024 Jul 15, 2024	BUY	N/A	138 Added 3.01%	4,719 $1.92 Million
Q1 2024 Apr 16, 2024	BUY	N/A	207 Added 4.73%	4,581 $1.93 Million
Q4 2023 Jan 18, 2024	SELL	N/A	-33 Reduced 0.75%	4,374 $1.56 Million
Q3 2023 Oct 18, 2023	BUY	N/A	200 Added 4.75%	4,407 $1.54 Million
Q2 2023 Jul 11, 2023	SELL	N/A	-126 Reduced 2.91%	4,207 $1.43 Million
Q1 2023 May 10, 2023	SELL	N/A	-21 Reduced 0.48%	4,333 $1.34 Million
Q4 2022 Jan 23, 2023	SELL	N/A	-55 Reduced 1.25%	4,354 $0
Q3 2022 Nov 07, 2022	SELL	N/A	-70 Reduced 1.56%	4,409 $1.18 Million
Q2 2022 Jul 18, 2022	SELL	N/A	-60 Reduced 1.32%	4,479 $1.22 Million
Q1 2022 May 04, 2022	BUY	N/A	42 Added 0.93%	4,539 $1.6 Million
Q4 2021 Feb 01, 2022	SELL	N/A	-74 Reduced 1.62%	4,497 $1.35 Million
Q3 2021 Nov 03, 2021	SELL	N/A	-45 Reduced 0.97%	4,571 $1.25 Million
Q2 2021 Aug 17, 2021	SELL	N/A	-100 Reduced 2.12%	4,616 $1.28 Million
Q1 2021 May 06, 2021	SELL	N/A	-4,232 Reduced 47.3%	4,716 $1.21 Million
Q4 2020 Jan 28, 2021	BUY	N/A	746 Added 9.1%	8,948 $2.08 Million
Q3 2020 Nov 10, 2020	BUY	N/A	1,216 Added 17.41%	8,202 $1.75 Million
Q2 2020 Jul 17, 2020	BUY	N/A	148 Added 2.16%	6,986 $1.25 Million
Q1 2020 Apr 23, 2020	BUY	N/A	2,027 Added 42.13%	6,838 $1.25 Million
Q4 2019 Jan 16, 2020	SELL	N/A	-75 Reduced 1.53%	4,811 $1.09 Million
Q3 2019 Oct 17, 2019	SELL	N/A	-50 Reduced 1.01%	4,886 $1.02 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-325 Reduced 6.18%	4,936 $1.05 Million
Q1 2019 May 15, 2019	BUY	N/A	105 Added 2.04%	5,261 $1.06 Million
Q2 2018 Mar 19, 2019	SELL	N/A	-550 Reduced 9.64%	5,156 $962,000
Q1 2018 Mar 20, 2019	SELL	N/A	-650 Reduced 10.23%	5,706 $1.14 Million
Q4 2017 Mar 19, 2019	SELL	N/A	-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 BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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Occidental Asset Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History