Personal Cfo Solutions, LLC Berkshire Hathaway Inc Class B Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 9,763 shares of BRK-B stock, worth $4.61 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

9,763

Previous 9,400 3.86%

Holding current value

$4.61 Million

Previous $3.82 Million 17.53%

% of portfolio

0.64%

Previous 0.6%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$405.19 - $478.57 $147,083 - $173,720	363 Added 3.86%	9,763 $4.49 Million
Q2 2024 Aug 09, 2024	BUY	$396.73 - $420.24 $42,450 - $44,965	107 Added 1.15%	9,400 $3.82 Million
Q1 2024 May 13, 2024	BUY	$359.29 - $420.52 $57,127 - $66,862	159 Added 1.74%	9,293 $3.91 Million
Q4 2023 Feb 13, 2024	BUY	$331.71 - $362.68 $39,473 - $43,158	119 Added 1.32%	9,134 $3.26 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $32,726 - $35,566	96 Added 1.08%	9,015 $3.16 Million
Q2 2023 Aug 10, 2023	BUY	$309.07 - $341.0 $20,707 - $22,847	67 Added 0.76%	8,919 $3.04 Million
Q1 2023 May 09, 2023	BUY	$293.51 - $320.37 $104,489 - $114,051	356 Added 4.19%	8,852 $2.73 Million
Q4 2022 Feb 14, 2023	BUY	$264.0 - $318.6 $26,400 - $31,860	100 Added 1.19%	8,496 $2.62 Million
Q3 2022 Nov 01, 2022	SELL	$264.32 - $306.65 $24,581 - $28,518	-93 Reduced 1.1%	8,396 $2.24 Million
Q2 2022 Aug 05, 2022	BUY	$267.52 - $353.1 $274,208 - $361,927	1,025 Added 13.73%	8,489 $2.32 Million
Q1 2022 May 02, 2022	BUY	$300.79 - $359.57 $30,379 - $36,316	101 Added 1.37%	7,464 $2.63 Million
Q4 2021 Feb 11, 2022	SELL	$273.64 - $300.17 $1,094 - $1,200	-4 Reduced 0.05%	7,363 $2.2 Million
Q3 2021 Nov 18, 2021	BUY	$272.66 - $291.28 $11,179 - $11,942	41 Added 0.56%	7,367 $2.01 Million
Q2 2021 Jul 22, 2021	BUY	$258.2 - $292.52 $1.19 Million - $1.34 Million	4,590 Added 167.76%	7,326 $2.04 Million
Q1 2021 Apr 21, 2021	BUY	$227.36 - $263.99 $25,236 - $29,302	111 Added 4.23%	2,736 $699,000
Q4 2020 Feb 09, 2021	SELL	$200.7 - $233.92 $899,136 - $1.05 Million	-4,480 Reduced 63.05%	2,625 $608,000
Q3 2020 Nov 02, 2020	SELL	$177.99 - $221.68 $12,103 - $15,074	-68 Reduced 0.95%	7,105 $2,000
Q2 2020 Aug 03, 2020	SELL	$169.25 - $201.56 $11,678 - $13,907	-69 Reduced 0.95%	7,173 $1.28 Million
Q1 2020 Apr 30, 2020	BUY	$162.13 - $230.2 $206,067 - $292,584	1,271 Added 21.29%	7,242 $1.32 Million
Q4 2019 Feb 13, 2020	BUY	$203.1 - $227.05 $1.21 Million - $1.36 Million	5,971 New	5,971 $1.35 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

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 $614B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Account

Personal Cfo Solutions, LLC Berkshire Hathaway Inc Class B Transaction History