Robertson Stephens Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 49,577 shares of BRK-B stock, worth $23.4 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
49,577
Previous 44,653 11.03%
Holding current value
$23.4 Million
Previous $18.2 Million 25.62%
% of portfolio
0.85%
Previous 0.94%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$405.19 - $478.57 $2 Million - $2.36 Million
4,924 Added 11.03%
49,577 $22.8 Million
Q2 2024

Aug 13, 2024
SELL
$396.73 - $420.24 $59,906 - $63,456
-151 Reduced 0.34%
44,653 $18.2 Million
Q1 2024

May 15, 2024
BUY
$359.29 - $420.52 $4.25 Million - $4.97 Million
11,825 Added 35.86%
44,804 $18.8 Million
Q4 2023

Feb 06, 2024
BUY
$331.71 - $362.68 $5.85 Million - $6.4 Million
17,638 Added 114.97%
32,979 $11.8 Million
Q3 2023

Nov 13, 2023
BUY
$340.9 - $370.48 $1.33 Million - $1.45 Million
3,905 Added 34.15%
15,341 $5.37 Million
Q2 2023

Aug 11, 2023
SELL
$309.07 - $341.0 $1.09 Million - $1.2 Million
-3,527 Reduced 23.57%
11,436 $3.9 Million
Q1 2023

May 11, 2023
BUY
$293.51 - $320.37 $831,807 - $907,928
2,834 Added 23.37%
14,963 $4.62 Million
Q4 2022

Feb 14, 2023
BUY
$264.0 - $318.6 $13,992 - $16,885
53 Added 0.44%
12,129 $3.75 Million
Q3 2022

Nov 14, 2022
BUY
$264.32 - $306.65 $29,603 - $34,344
112 Added 0.94%
12,076 $3.22 Million
Q2 2022

Aug 12, 2022
SELL
$267.52 - $353.1 $245,850 - $324,498
-919 Reduced 7.13%
11,964 $3.27 Million
Q1 2022

May 16, 2022
SELL
$300.79 - $359.57 $62,263 - $74,430
-207 Reduced 1.58%
12,883 $4.55 Million
Q4 2021

Feb 14, 2022
BUY
$273.64 - $300.17 $589,146 - $646,266
2,153 Added 19.69%
13,090 $3.91 Million
Q2 2021

Aug 17, 2021
SELL
$258.2 - $292.52 $70,488 - $79,857
-273 Reduced 2.44%
10,937 $3.04 Million
Q1 2021

May 07, 2021
BUY
$227.36 - $263.99 $206,442 - $239,702
908 Added 8.81%
11,210 $2.86 Million
Q4 2020

Feb 10, 2021
BUY
$200.7 - $233.92 $32,714 - $38,128
163 Added 1.61%
10,302 $2.39 Million
Q3 2020

Nov 10, 2020
BUY
$177.99 - $221.68 $378,406 - $471,291
2,126 Added 26.53%
10,139 $2.16 Million
Q2 2020

Aug 12, 2020
BUY
$169.25 - $201.56 $488,624 - $581,903
2,887 Added 56.32%
8,013 $1.43 Million
Q1 2020

May 01, 2020
BUY
$162.13 - $230.2 $578,966 - $822,044
3,571 Added 229.65%
5,126 $937,000
Q3 2019

Nov 14, 2019
BUY
$195.81 - $215.25 $304,484 - $334,713
1,555 New
1,555 $323,000

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

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $614B
More about BRK-B
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