Optimum Investment Advisors Berkshire Hathaway Inc Class B Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

A detailed history of Optimum Investment Advisors transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Optimum Investment Advisors holds 3,755 shares of BRK-B stock, worth $1.71 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

3,755

Previous 3,805 1.31%

Holding current value

$1.71 Million

Previous $1.55 Million 11.7%

% of portfolio

0.76%

Previous 0.7%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$405.19 - $478.57 $20,259 - $23,928	-50 Reduced 1.31%	3,755 $1.73 Million
Q2 2023 Aug 03, 2023	BUY	$309.07 - $341.0 $30,907 - $34,100	100 Added 2.7%	3,805 $1.3 Million
Q1 2023 May 03, 2023	SELL	$293.51 - $320.37 $14,675 - $16,018	-50 Reduced 1.33%	3,705 $1.14 Million
Q4 2022 Jan 05, 2023	SELL	$264.0 - $318.6 $79,200 - $95,580	-300 Reduced 7.4%	3,755 $0
Q3 2022 Oct 24, 2022	SELL	$264.32 - $306.65 $10,572 - $12,266	-40 Reduced 0.98%	4,055 $1.08 Million
Q2 2022 Jul 12, 2022	SELL	$267.52 - $353.1 $80,256 - $105,930	-300 Reduced 6.83%	4,095 $1.12 Million
Q1 2022 Apr 08, 2022	BUY	$300.79 - $359.57 $7,519 - $8,989	25 Added 0.57%	4,395 $1.55 Million
Q4 2021 Mar 17, 2022	BUY	$273.64 - $300.17 $27,364 - $30,017	100 Added 2.34%	4,370 $1.31 Million
Q3 2021 Oct 22, 2021	SELL	$272.66 - $291.28 $636,661 - $680,138	-2,335 Reduced 35.35%	4,270 $1.17 Million
Q2 2021 Aug 02, 2021	SELL	$258.2 - $292.52 $362,254 - $410,405	-1,403 Reduced 17.52%	6,605 $1.84 Million
Q1 2021 Apr 15, 2021	SELL	$227.36 - $263.99 $22,736 - $26,399	-100 Reduced 1.23%	8,008 $2.05 Million
Q4 2020 Jan 21, 2021	BUY	$200.7 - $233.92 $118,413 - $138,012	590 Added 7.85%	8,108 $1.88 Million
Q2 2020 Jul 16, 2020	SELL	$169.25 - $201.56 $48,236 - $57,444	-285 Reduced 3.65%	7,518 $1.34 Million
Q1 2020 Apr 21, 2020	BUY	$162.13 - $230.2 $394,138 - $559,616	2,431 Added 45.25%	7,803 $1.43 Million
Q4 2019 Jan 22, 2020	SELL	$203.1 - $227.05 $9,139 - $10,217	-45 Reduced 0.83%	5,372 $1.22 Million
Q3 2019 Oct 17, 2019	BUY	$195.81 - $215.25 $8,811 - $9,686	45 Added 0.84%	5,417 $1.13 Million
Q2 2019 Jul 29, 2019	SELL	$197.42 - $218.6 $29,612 - $32,790	-150 Reduced 2.72%	5,372 $1.15 Million
Q1 2019 May 03, 2019	BUY	$191.66 - $209.19 $70,914 - $77,400	370 Added 7.18%	5,522 $1.11 Million
Q4 2018 Feb 04, 2019	BUY	$187.76 - $223.76 $37,552 - $44,752	200 Added 4.04%	5,152 $1.05 Million
Q3 2018 Oct 05, 2018	SELL	$186.02 - $221.68 $206,482 - $246,064	-1,110 Reduced 18.31%	4,952 $1.06 Million
Q2 2018 Oct 05, 2018	SELL	$184.91 - $201.2 $55,473 - $60,360	-300 Reduced 4.72%	6,062 $1.13 Million
Q1 2018 May 09, 2018	SELL	$191.42 - $217.25 $141,650 - $160,765	-740 Reduced 10.42%	6,362 $1.27 Million
Q4 2017 Jan 16, 2018	BUY	$181.06 - $199.56 $18,106 - $19,956	100 Added 1.43%	7,102 $1.41 Million
Q3 2017 Nov 21, 2017	BUY	$173.99 - $183.82 $8,699 - $9,191	50 Added 0.72%	7,002 $1.28 Million
Q2 2017 Aug 14, 2017	BUY	N/A	6,952	6,952 $1.18 Million

Others Institutions Holding BRK-B

# of Institutions

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

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 $592B

More about BRK-B

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Optimum Investment Advisors Berkshire Hathaway Inc Class B Transaction History