Sheets Smith Wealth Management Berkshire Hathaway Inc Class B Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sheets Smith Wealth Management holds 2,277 shares of BRK-B stock, worth $1.09 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,277

Previous 2,509 9.25%

Holding current value

$1.09 Million

Previous $1.02 Million 2.75%

% of portfolio

0.13%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$405.19 - $478.57 $94,004 - $111,028	-232 Reduced 9.25%	2,277 $1.05 Million
Q1 2024 May 08, 2024	BUY	$359.29 - $420.52 $123,236 - $144,238	343 Added 15.84%	2,509 $1.06 Million
Q4 2023 Feb 06, 2024	SELL	$331.71 - $362.68 $138,323 - $151,237	-417 Reduced 16.14%	2,166 $772,000
Q2 2023 Aug 09, 2023	BUY	$309.07 - $341.0 $4,017 - $4,433	13 Added 0.51%	2,583 $880,000
Q1 2023 May 26, 2023	BUY	$293.51 - $320.37 $663,626 - $724,356	2,261 Added 731.72%	2,570 $793,000
Q1 2023 May 12, 2023	SELL	$293.51 - $320.37 $720,273 - $786,187	-2,454 Reduced 88.82%	309 $95,000
Q4 2022 Mar 08, 2023	SELL	$264.0 - $318.6 $77,616 - $93,668	-294 Reduced 9.62%	2,763 $853,000
Q3 2022 Nov 01, 2022	SELL	$264.32 - $306.65 $232,072 - $269,238	-878 Reduced 22.31%	3,057 $816,000
Q2 2022 Jul 27, 2022	SELL	$267.52 - $353.1 $21,669 - $28,601	-81 Reduced 2.02%	3,935 $1.07 Million
Q1 2022 May 02, 2022	BUY	$300.79 - $359.57 $23,160 - $27,686	77 Added 1.95%	4,016 $1.42 Million
Q2 2021 Aug 03, 2021	SELL	$258.2 - $292.52 $19,365 - $21,939	-75 Reduced 1.87%	3,939 $1.1 Million
Q1 2021 Apr 23, 2021	BUY	$227.36 - $263.99 $111,406 - $129,355	490 Added 13.9%	4,014 $1.03 Million
Q4 2020 Jan 13, 2021	BUY	$200.7 - $233.92 $114,399 - $133,334	570 Added 19.3%	3,524 $817,000
Q3 2020 Oct 26, 2020	BUY	$177.99 - $221.68 $38,267 - $47,661	215 Added 7.85%	2,954 $629,000
Q2 2020 Jul 17, 2020	BUY	$169.25 - $201.56 $99,857 - $118,920	590 Added 27.45%	2,739 $489,000
Q1 2020 Apr 28, 2020	BUY	$162.13 - $230.2 $180,612 - $256,442	1,114 Added 107.63%	2,149 $393,000
Q3 2019 Oct 28, 2019	BUY	$195.81 - $215.25 $1,762 - $1,937	9 Added 0.88%	1,035 $215,000
Q3 2018 Oct 15, 2018	BUY	$186.02 - $221.68 $190,856 - $227,443	1,026 New	1,026 $220,000
Q2 2018 Jul 26, 2018	SELL	$184.91 - $201.2 $189,717 - $206,431	-1,026 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	$191.42 - $217.25 $196,396 - $222,898	1,026 New	1,026 $205,000

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

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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Sheets Smith Wealth Management Berkshire Hathaway Inc Class B Transaction History