Schneider Downs Wealth Management Advisors, LP Berkshire Hathaway Inc Class B Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $649 Million
  • Q2 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 1,029 shares of BRK-B stock, worth $483,012. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,029
Previous 1,141 9.82%
Holding current value
$483,012
Previous $607,000 17.79%
% of portfolio
0.08%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$483.48 - $539.8 $54,149 - $60,457
-112 Reduced 9.82%
1,029 $499,000
Q1 2025

May 13, 2025
SELL
$442.66 - $534.52 $3,983 - $4,810
-9 Reduced 0.78%
1,141 $607,000
Q4 2024

Feb 04, 2025
SELL
$442.29 - $483.08 $101,726 - $111,108
-230 Reduced 16.67%
1,150 $521,000
Q3 2024

Nov 06, 2024
BUY
$405.19 - $478.57 $163,696 - $193,342
404 Added 41.39%
1,380 $635,000
Q2 2024

Aug 07, 2024
SELL
$396.73 - $420.24 $72,998 - $77,324
-184 Reduced 15.86%
976 $397,000
Q1 2024

May 08, 2024
BUY
$359.29 - $420.52 $38,444 - $44,995
107 Added 10.16%
1,160 $487,000
Q3 2023

Nov 06, 2023
SELL
$340.9 - $370.48 $5,113 - $5,557
-15 Reduced 1.4%
1,053 $368,000
Q2 2023

Jul 31, 2023
SELL
$309.07 - $341.0 $14,526 - $16,027
-47 Reduced 4.22%
1,068 $364,000
Q1 2023

May 04, 2023
BUY
$293.51 - $320.37 $6,457 - $7,048
22 Added 2.01%
1,115 $344,000
Q4 2022

Feb 01, 2023
SELL
$264.0 - $318.6 $553,872 - $668,422
-2,098 Reduced 65.75%
1,093 $337,000
Q3 2022

Oct 26, 2022
SELL
$264.32 - $306.65 $86,432 - $100,274
-327 Reduced 9.3%
3,191 $852,000
Q2 2022

Jul 13, 2022
BUY
$267.52 - $353.1 $79,988 - $105,576
299 Added 9.29%
3,518 $960,000
Q1 2022

May 02, 2022
SELL
$300.79 - $359.57 $898,760 - $1.07 Million
-2,988 Reduced 48.14%
3,219 $1.14 Million
Q4 2021

Jan 31, 2022
BUY
$273.64 - $300.17 $51,444 - $56,431
188 Added 3.12%
6,207 $1.86 Million
Q3 2021

Oct 14, 2021
BUY
$272.66 - $291.28 $968,215 - $1.03 Million
3,551 Added 143.88%
6,019 $1.64 Million
Q2 2021

Jul 20, 2021
BUY
$258.2 - $292.52 $17,041 - $19,306
66 Added 2.75%
2,468 $686,000
Q1 2021

Apr 26, 2021
BUY
$227.36 - $263.99 $546,118 - $634,103
2,402 New
2,402 $614,000
Q4 2020

Jan 21, 2021
SELL
$200.7 - $233.92 $193,876 - $225,966
-966 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$177.99 - $221.68 $171,938 - $214,142
966 New
966 $206,000

Others Institutions Holding BRK-B

# of Institutions
4,988
Shares Held
901M
Call Options Held
18.5M
Put Options Held
12M
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 $611B
More about BRK-B
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