Sowell Financial Services LLC Berkshire Hathaway Inc Class B Transaction History

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sowell Financial Services LLC holds 56,347 shares of BRK-B stock, worth $27.3 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
56,347
Previous 55,673 1.21%
Holding current value
$27.3 Million
Previous $29.7 Million 7.69%
% of portfolio
1.17%
Previous 1.4%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$483.48 - $539.8 $325,865 - $363,825
674 Added 1.21%
56,347 $27.4 Million
Q1 2025

Apr 17, 2025
SELL
$442.66 - $534.52 $220,444 - $266,190
-498 Reduced 0.89%
55,673 $29.7 Million
Q4 2024

Feb 07, 2025
SELL
$442.29 - $483.08 $5.22 Million - $5.7 Million
-11,801 Reduced 17.36%
56,171 $25.5 Million
Q3 2024

Oct 04, 2024
BUY
$405.19 - $478.57 $1.28 Million - $1.51 Million
3,161 Added 4.88%
67,972 $31.3 Million
Q2 2024

Aug 13, 2024
SELL
$396.73 - $420.24 $191,620 - $202,975
-483 Reduced 0.74%
64,811 $26.4 Million
Q1 2024

May 03, 2024
SELL
$359.29 - $420.52 $740,496 - $866,691
-2,061 Reduced 3.06%
65,294 $27.5 Million
Q4 2023

Jan 24, 2024
BUY
$331.71 - $362.68 $278,968 - $305,013
841 Added 1.26%
67,355 $24 Million
Q3 2023

Nov 08, 2023
BUY
$340.9 - $370.48 $457,487 - $497,184
1,342 Added 2.06%
66,514 $23.3 Million
Q2 2023

Aug 14, 2023
BUY
$309.07 - $341.0 $1.87 Million - $2.07 Million
6,063 Added 10.26%
65,172 $22.2 Million
Q1 2023

May 12, 2023
SELL
$293.51 - $320.37 $1.55 Million - $1.69 Million
-5,283 Reduced 8.2%
59,109 $18.3 Million
Q4 2022

Feb 09, 2023
BUY
$264.0 - $318.6 $17 Million - $20.5 Million
64,392 New
64,392 $19.9 Million
Q1 2022

May 13, 2022
SELL
$300.79 - $359.57 $15.6 Million - $18.7 Million
-51,980 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$273.64 - $300.17 $121,496 - $133,275
444 Added 0.86%
51,980 $15.5 Million
Q3 2021

Nov 04, 2021
SELL
$272.66 - $291.28 $1.19 Million - $1.27 Million
-4,357 Reduced 7.8%
51,536 $14.1 Million
Q2 2021

Aug 05, 2021
SELL
$258.2 - $292.52 $4.5 Million - $5.1 Million
-17,429 Reduced 23.77%
55,893 $15.5 Million
Q1 2021

May 07, 2021
BUY
$227.36 - $263.99 $700,041 - $812,825
3,079 Added 4.38%
73,322 $21.2 Million
Q4 2020

Jan 13, 2021
BUY
$200.7 - $233.92 $84,896 - $98,948
423 Added 0.61%
70,243 $16.3 Million
Q3 2020

Nov 12, 2020
BUY
$177.99 - $221.68 $1.02 Million - $1.27 Million
5,748 Added 8.97%
69,820 $14.9 Million
Q2 2020

Aug 13, 2020
BUY
$169.25 - $201.56 $9,139 - $10,884
54 Added 0.08%
64,072 $11.4 Million
Q1 2020

May 12, 2020
BUY
$162.13 - $230.2 $1.17 Million - $1.67 Million
7,237 Added 12.75%
64,018 $11.7 Million
Q4 2019

Feb 07, 2020
BUY
$203.1 - $227.05 $1.08 Million - $1.21 Million
5,326 Added 10.35%
56,781 $12.9 Million
Q3 2019

Nov 14, 2019
BUY
$195.81 - $215.25 $817,702 - $898,884
4,176 Added 8.83%
51,455 $10.7 Million
Q1 2019

May 15, 2019
BUY
$191.66 - $209.19 $1.48 Million - $1.62 Million
7,738 Added 19.57%
47,279 $0
Q4 2018

Mar 05, 2019
BUY
$187.76 - $223.76 $7.42 Million - $8.85 Million
39,541 New
39,541 $8.07 Million
Q3 2018

Nov 13, 2018
SELL
$186.02 - $221.68 $2.78 Million - $3.31 Million
-14,928 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$184.91 - $201.2 $442,489 - $481,471
2,393 Added 19.09%
14,928 $3.06 Million
Q1 2018

May 10, 2018
BUY
$191.42 - $217.25 $336,899 - $382,360
1,760 Added 16.33%
12,535 $2.42 Million
Q4 2017

Jan 29, 2018
SELL
$181.06 - $199.56 $309,974 - $341,646
-1,712 Reduced 13.71%
10,775 $2.3 Million
Q3 2017

Nov 07, 2017
BUY
$173.99 - $183.82 $2.17 Million - $2.3 Million
12,487
12,487 $2.34 Million

Others Institutions Holding BRK-B

# of Institutions
4,962
Shares Held
900M
Call Options Held
19.4M
Put Options Held
12.1M
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 $631B
More about BRK-B
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