Sendero Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Sendero Wealth Management, LLC

  • $615 Million
  • Q3 2024

A detailed history of Sendero Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 993 shares of BRK-B stock, worth $473,234. This represents 0.07% of its overall portfolio holdings.

Number of Shares
993
Previous 1,795 44.68%
Holding current value
$473,234
Previous $730,000 37.4%
% of portfolio
0.07%
Previous 0.13%

Shares

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

Oct 09, 2024
SELL
$405.19 - $478.57 $324,962 - $383,813
-802 Reduced 44.68%
993 $457,000
Q2 2024

Jul 12, 2024
BUY
$396.73 - $420.24 $17,852 - $18,910
45 Added 2.57%
1,795 $730,000
Q1 2024

Apr 16, 2024
BUY
$359.29 - $420.52 $29,102 - $34,062
81 Added 4.85%
1,750 $735,000
Q3 2023

Oct 10, 2023
SELL
$340.9 - $370.48 $131,587 - $143,005
-386 Reduced 18.78%
1,669 $584,000
Q2 2023

Jul 20, 2023
BUY
$309.07 - $341.0 $635,138 - $700,755
2,055 New
2,055 $700,000
Q4 2022

Feb 01, 2023
SELL
$264.0 - $318.6 $388,080 - $468,342
-1,470 Reduced 57.58%
1,083 $334,000
Q3 2022

Oct 27, 2022
SELL
$264.32 - $306.65 $380,885 - $441,882
-1,441 Reduced 36.08%
2,553 $682,000
Q2 2022

Aug 09, 2022
SELL
$267.52 - $353.1 $24,076 - $31,779
-90 Reduced 2.2%
3,994 $1.1 Million
Q1 2022

May 06, 2022
SELL
$300.79 - $359.57 $548,340 - $655,496
-1,823 Reduced 30.86%
4,084 $1.44 Million
Q4 2021

Feb 15, 2022
BUY
$273.64 - $300.17 $1.62 Million - $1.77 Million
5,907 New
5,907 $1.77 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

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $620B
More about BRK-B
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