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

Schneider Downs Wealth Management Advisors, LP

$517 Million
Q4 2024

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 1,150 shares of BRK-B stock, worth $542,926. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,150

Previous 1,380 16.67%

Holding current value

$542,926

Previous $635,000 17.95%

% of portfolio

0.1%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,551

Shares Held

841M

Call Options Held

21.1M

Put Options Held

12.9M

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

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