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

Sendero Wealth Management, LLC

$568 Million
Q1 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 1,750 shares of BRK-B stock, worth $715,890. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,750

Previous 1,669 4.85%

Holding current value

$715,890

Previous $595,000 23.53%

% of portfolio

0.13%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,166

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