Sowell Financial Services LLC Berkshire Hathaway Inc Class B Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

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 67,972 shares of BRK-B stock, worth $32.8 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

67,972

Previous 64,811 4.88%

Holding current value

$32.8 Million

Previous $26.4 Million 18.66%

% of portfolio

1.49%

Previous 1.28%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,377

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 $628B

More about BRK-B

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Sowell Financial Services LLC Berkshire Hathaway Inc Class B Transaction History