Sky Oak Wealth, LLC Berkshire Hathaway Inc Class B Transaction History

Sky Oak Wealth, LLC

$417 Million
Q1 2024

A detailed history of Sky Oak Wealth, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 5,423 shares of BRK-B stock, worth $2.21 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

5,423

Previous 5,068 7.0%

Holding current value

$2.21 Million

Previous $1.81 Million 26.18%

% of portfolio

0.55%

Previous 0.47%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$359.29 - $420.52 $127,547 - $149,284	355 Added 7.0%	5,423 $2.28 Million
Q4 2023 Jan 12, 2024	BUY	$331.71 - $362.68 $61,366 - $67,095	185 Added 3.79%	5,068 $1.81 Million
Q3 2023 Oct 24, 2023	BUY	$340.9 - $370.48 $73,975 - $80,394	217 Added 4.65%	4,883 $1.71 Million
Q2 2023 Jul 20, 2023	BUY	$309.07 - $341.0 $244,783 - $270,072	792 Added 20.44%	4,666 $1.59 Million
Q1 2023 May 02, 2023	BUY	$293.51 - $320.37 $396,238 - $432,499	1,350 Added 53.49%	3,874 $1.2 Million

Q3 2022 Oct 25, 2022	BUY	$264.32 - $306.65 $1,585 - $1,839	6 Added 0.24%	2,524 $674,000
Q2 2022 Jul 26, 2022	BUY	$267.52 - $353.1 $8,828 - $11,652	33 Added 1.33%	2,518 $687,000
Q1 2022 Apr 18, 2022	SELL	$300.79 - $359.57 $9,023 - $10,787	-30 Reduced 1.19%	2,485 $877,000
Q4 2021 Jan 24, 2022	SELL	$273.64 - $300.17 $14,776 - $16,209	-54 Reduced 2.1%	2,515 $752,000
Q2 2021 Jul 19, 2021	SELL	$258.2 - $292.52 $8,262 - $9,360	-32 Reduced 1.23%	2,569 $714,000
Q4 2020 Feb 02, 2021	SELL	$200.7 - $233.92 $26,291 - $30,643	-131 Reduced 4.8%	2,601 $603,000
Q3 2020 Nov 03, 2020	SELL	$177.99 - $221.68 $50,371 - $62,735	-283 Reduced 9.39%	2,732 $582,000
Q2 2020 Aug 10, 2020	BUY	$169.25 - $201.56 $74,470 - $88,686	440 Added 17.09%	3,015 $538,000
Q1 2020 May 04, 2020	BUY	$162.13 - $230.2 $116,085 - $164,823	716 Added 38.52%	2,575 $471,000
Q4 2019 Feb 04, 2020	BUY	$203.1 - $227.05 $377,562 - $422,085	1,859 New	1,859 $421,000

Others Institutions Holding BRK-B

# of Institutions

4,161

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 $529B

More about BRK-B

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Sky Oak Wealth, LLC Berkshire Hathaway Inc Class B Transaction History