Sequoia Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 246,200 shares of BRK-B stock, worth $115 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

246,200

Previous 222,546 10.63%

Holding current value

$115 Million

Previous $90.5 Million 25.17%

% of portfolio

1.27%

Previous 1.12%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$405.19 - $478.57 $9.58 Million - $11.3 Million	23,654 Added 10.63%	246,200 $113 Million
Q2 2024 Jul 15, 2024	SELL	$396.73 - $420.24 $1.65 Million - $1.75 Million	-4,155 Reduced 1.83%	222,546 $90.5 Million
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $450,190 - $526,911	1,253 Added 0.56%	226,701 $95.3 Million
Q4 2023 Jan 25, 2024	BUY	$331.71 - $362.68 $10.6 Million - $11.6 Million	32,025 Added 16.56%	225,448 $80.4 Million
Q3 2023 Nov 08, 2023	SELL	$340.9 - $370.48 $15.7 Million - $17.1 Million	-46,064 Reduced 19.23%	193,423 $67.8 Million
Q2 2023 Aug 08, 2023	BUY	$309.07 - $341.0 $24.4 Million - $26.9 Million	78,795 Added 49.03%	239,487 $81.7 Million
Q1 2023 Apr 24, 2023	BUY	$293.51 - $320.37 $2.89 Million - $3.15 Million	9,842 Added 6.52%	160,692 $49.6 Million
Q4 2022 Feb 10, 2023	SELL	$264.0 - $318.6 $95,304 - $115,014	-361 Reduced 0.24%	150,850 $46.6 Million
Q4 2022 Jan 17, 2023	BUY	$264.0 - $318.6 $7.95 Million - $9.59 Million	30,109 Added 24.86%	151,211 $0
Q3 2022 Oct 26, 2022	SELL	$264.32 - $306.65 $748,554 - $868,432	-2,832 Reduced 2.29%	121,102 $32.3 Million
Q2 2022 Jul 22, 2022	SELL	$267.52 - $353.1 $220,971 - $291,660	-826 Reduced 0.66%	123,934 $33.8 Million
Q1 2022 May 13, 2022	BUY	$300.79 - $359.57 $277,929 - $332,242	924 Added 0.75%	124,760 $44 Million
Q4 2021 Feb 11, 2022	BUY	$273.64 - $300.17 $17.8 Million - $19.5 Million	64,972 Added 110.38%	123,836 $37 Million
Q3 2021 Oct 26, 2021	SELL	$272.66 - $291.28 $12.1 Million - $12.9 Million	-44,269 Reduced 42.92%	58,864 $16.1 Million
Q2 2021 Jul 27, 2021	BUY	$258.2 - $292.52 $1.68 Million - $1.91 Million	6,513 Added 6.74%	103,133 $28.7 Million
Q1 2021 May 14, 2021	BUY	$227.36 - $263.99 $1.38 Million - $1.6 Million	6,067 Added 6.7%	96,620 $24.7 Million
Q4 2020 Feb 12, 2021	BUY	$200.7 - $233.92 $147,715 - $172,165	736 Added 0.82%	90,553 $21 Million
Q3 2020 Oct 23, 2020	BUY	$177.99 - $221.68 $593,240 - $738,859	3,333 Added 3.85%	89,817 $19.1 Million
Q2 2020 Aug 25, 2020	BUY	$169.25 - $201.56 $14.6 Million - $17.4 Million	86,484 New	86,484 $15.4 Million
Q2 2020 Aug 11, 2020	SELL	$169.25 - $201.56 $11.8 Million - $14.1 Million	-69,747 Closed	0 $15.4 Million
Q1 2020 May 11, 2020	BUY	$162.13 - $230.2 $1.89 Million - $2.68 Million	11,658 Added 20.07%	69,747 $12.8 Million
Q4 2019 Feb 13, 2020	SELL	$203.1 - $227.05 $298,760 - $333,990	-1,471 Reduced 2.47%	58,089 $13.2 Million
Q3 2019 Oct 22, 2019	SELL	$195.81 - $215.25 $400,823 - $440,616	-2,047 Reduced 3.32%	59,560 $12.4 Million
Q2 2019 Jul 31, 2019	SELL	$197.42 - $218.6 $577,453 - $639,405	-2,925 Reduced 4.53%	61,607 $13.1 Million
Q1 2019 May 13, 2019	BUY	$191.66 - $209.19 $1.02 Million - $1.12 Million	5,333 Added 9.01%	64,532 $13 Million
Q4 2018 Feb 14, 2019	SELL	$187.76 - $223.76 $92,941 - $110,761	-495 Reduced 0.83%	59,199 $12.1 Million
Q3 2018 Nov 14, 2018	SELL	$186.02 - $221.68 $245,174 - $292,174	-1,318 Reduced 2.16%	59,694 $12.8 Million
Q2 2018 Aug 14, 2018	SELL	$184.91 - $201.2 $10.2 Million - $11.1 Million	-55,212 Reduced 47.5%	61,012 $11.4 Million
Q1 2018 May 14, 2018	BUY	$191.42 - $217.25 $10.5 Million - $11.9 Million	54,933 Added 89.63%	116,224 $23.2 Million
Q4 2017 Feb 13, 2018	SELL	$181.06 - $199.56 $42,911 - $47,295	-237 Reduced 0.39%	61,291 $12.1 Million
Q3 2017 Nov 13, 2017	BUY	$173.99 - $183.82 $188,431 - $199,077	1,083 Added 1.79%	61,528 $11.3 Million
Q2 2017 Aug 09, 2017	BUY	N/A	60,445	60,445 $10.2 Million

Others Institutions Holding BRK-B

# of Institutions

4,372

Shares Held

842M

Call Options Held

19.3M

Put Options Held

12.5M

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 $609B

More about BRK-B

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Sequoia Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History