Sheets Smith Wealth Management Berkshire Hathaway Inc Class B Transaction History

Sheets Smith Wealth Management

$828 Million
Q2 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 2,509 shares of BRK-B stock, worth $1.17 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,509

Previous 2,509 -0.0%

Holding current value

$1.17 Million

Previous $1.06 Million 3.32%

% of portfolio

0.12%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,253

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $605B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Berkshire Hathaway Inc Class B Transaction History