Soltis Investment Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Soltis Investment Advisors LLC

  • $1.01 Billion
  • Q3 2024

A detailed history of Soltis Investment Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 10,581 shares of BRK-B stock, worth $5.06 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
10,581
Previous 10,299 2.74%
Holding current value
$5.06 Million
Previous $4.19 Million 16.26%
% of portfolio
0.48%
Previous 0.44%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 18, 2024
BUY
$405.19 - $478.57 $114,263 - $134,956
282 Added 2.74%
10,581 $4.87 Million
Q2 2024

Aug 12, 2024
BUY
$396.73 - $420.24 $244,782 - $259,288
617 Added 6.37%
10,299 $4.19 Million
Q1 2024

Apr 29, 2024
SELL
$359.29 - $420.52 $675,465 - $790,577
-1,880 Reduced 16.26%
9,682 $4.07 Million
Q4 2023

Jan 26, 2024
SELL
$331.71 - $362.68 $1.05 Million - $1.15 Million
-3,177 Reduced 21.56%
11,562 $4.12 Million
Q3 2023

Nov 08, 2023
SELL
$340.9 - $370.48 $144,541 - $157,083
-424 Reduced 2.8%
14,739 $5.16 Million
Q2 2023

Aug 08, 2023
BUY
$309.07 - $341.0 $97,047 - $107,074
314 Added 2.11%
15,163 $5.17 Million
Q1 2023

May 03, 2023
BUY
$293.51 - $320.37 $1.01 Million - $1.1 Million
3,449 Added 30.25%
14,849 $4.58 Million
Q4 2022

Feb 09, 2023
BUY
$264.0 - $318.6 $54,384 - $65,631
206 Added 1.84%
11,400 $3.52 Million
Q3 2022

Nov 14, 2022
BUY
$264.32 - $306.65 $127,930 - $148,418
484 Added 4.52%
11,194 $2.99 Million
Q2 2022

Aug 11, 2022
BUY
$267.52 - $353.1 $455,319 - $600,976
1,702 Added 18.89%
10,710 $2.92 Million
Q1 2022

May 06, 2022
SELL
$300.79 - $359.57 $570,297 - $681,744
-1,896 Reduced 17.39%
9,008 $3.18 Million
Q4 2021

Feb 09, 2022
BUY
$273.64 - $300.17 $474,765 - $520,794
1,735 Added 18.92%
10,904 $3.26 Million
Q3 2021

Nov 09, 2021
BUY
$272.66 - $291.28 $90,523 - $96,704
332 Added 3.76%
9,169 $2.5 Million
Q2 2021

Aug 04, 2021
BUY
$258.2 - $292.52 $110,251 - $124,906
427 Added 5.08%
8,837 $2.46 Million
Q1 2021

May 11, 2021
SELL
$227.36 - $263.99 $8,639 - $10,031
-38 Reduced 0.45%
8,410 $2.15 Million
Q4 2020

Feb 10, 2021
BUY
$200.7 - $233.92 $219,365 - $255,674
1,093 Added 14.86%
8,448 $1.96 Million
Q3 2020

Oct 28, 2020
BUY
$177.99 - $221.68 $60,338 - $75,149
339 Added 4.83%
7,355 $1.57 Million
Q2 2020

Aug 12, 2020
SELL
$169.25 - $201.56 $1,184 - $1,410
-7 Reduced 0.1%
7,016 $1.25 Million
Q1 2020

May 07, 2020
BUY
$162.13 - $230.2 $288,267 - $409,295
1,778 Added 33.9%
7,023 $1.28 Million
Q4 2019

Feb 12, 2020
BUY
$203.1 - $227.05 $1.07 Million - $1.19 Million
5,245 New
5,245 $1.19 Million

Others Institutions Holding BRK-B

# of Institutions
4,377
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $623B
More about BRK-B
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