Sendero Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Sendero Wealth Management, LLC

$648 Million
Q1 2025

A detailed history of Sendero Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 1,399 shares of BRKB stock, worth $0. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,399

Previous 1,170 19.57%

Holding current value

Previous $530,000 38.49%

% of portfolio

0.11%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	N/A	229 Added 19.57%	1,399 $734,000
Q4 2024 Jan 14, 2025	BUY	N/A	177 Added 17.82%	1,170 $530,000
Q3 2024 Oct 09, 2024	SELL	N/A	-802 Reduced 44.68%	993 $457,000
Q2 2024 Jul 12, 2024	BUY	N/A	45 Added 2.57%	1,795 $730,000
Q1 2024 Apr 16, 2024	BUY	N/A	81 Added 4.85%	1,750 $735,000
Q3 2023 Oct 10, 2023	SELL	N/A	-386 Reduced 18.78%	1,669 $584,000
Q2 2023 Jul 20, 2023	BUY	N/A	2,055 New	2,055 $700,000
Q4 2022 Feb 01, 2023	SELL	N/A	-1,470 Reduced 57.58%	1,083 $334,000
Q3 2022 Oct 27, 2022	SELL	N/A	-1,441 Reduced 36.08%	2,553 $682,000
Q2 2022 Aug 09, 2022	SELL	N/A	-90 Reduced 2.2%	3,994 $1.1 Million
Q1 2022 May 06, 2022	SELL	N/A	-1,823 Reduced 30.86%	4,084 $1.44 Million
Q4 2021 Feb 15, 2022	BUY	N/A	5,907 New	5,907 $1.77 Million

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

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Sendero Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History