Root Financial Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Root Financial Partners, LLC

$337 Billion
Q1 2024

A detailed history of Root Financial Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Root Financial Partners, LLC holds 8,710 shares of BRK-B stock, worth $3.56 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

8,710

Previous 8,096 7.58%

Holding current value

$3.56 Million

Previous $2.89 Billion 26.85%

% of portfolio

1.09%

Previous 1.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$359.29 - $420.52 $220,604 - $258,199	614 Added 7.58%	8,710 $3.66 Billion
Q4 2023 Jan 29, 2024	BUY	$331.71 - $362.68 $414,969 - $453,712	1,251 Added 18.28%	8,096 $2.89 Billion
Q3 2023 Oct 19, 2023	SELL	$340.9 - $370.48 $99,883 - $108,550	-293 Reduced 4.1%	6,845 $2.4 Billion
Q2 2023 Jul 26, 2023	SELL	$309.07 - $341.0 $21,943 - $24,211	-71 Reduced 0.98%	7,138 $2.43 Billion
Q1 2023 May 11, 2023	BUY	$293.51 - $320.37 $2.12 Million - $2.31 Million	7,209 New	7,209 $2.23 Billion

Others Institutions Holding BRK-B

# of Institutions

4,167

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $532B

More about BRK-B

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Root Financial Partners, LLC Berkshire Hathaway Inc Class B Transaction History