Stamos Capital Partners, L.P. Berkshire Hathaway Inc Class B Transaction History

Stamos Capital Partners, L.P.

$364 Million
Q1 2025

A detailed history of Stamos Capital Partners, L.P. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Stamos Capital Partners, L.P. holds 1,501 shares of BRK-B stock, worth $717,673. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,501

Previous 2,770 45.81%

Holding current value

$717,673

Previous $1.26 Million 36.33%

% of portfolio

0.22%

Previous 0.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$442.66 - $534.52 $561,735 - $678,305	-1,269 Reduced 45.81%	1,501 $799,000
Q4 2024 Feb 13, 2025	BUY	$442.29 - $483.08 $243,259 - $265,694	550 Added 24.77%	2,770 $1.26 Million
Q3 2024 Nov 13, 2024	SELL	$405.19 - $478.57 $113,453 - $133,999	-280 Reduced 11.2%	2,220 $1.02 Million
Q2 2024 Aug 13, 2024	BUY	$396.73 - $420.24 $511,781 - $542,109	1,290 Added 106.61%	2,500 $1.02 Million
Q1 2024 May 14, 2024	SELL	$359.29 - $420.52 $64,672 - $75,693	-180 Reduced 12.95%	1,210 $508,000
Q4 2023 Feb 13, 2024	SELL	$331.71 - $362.68 $474,345 - $518,632	-1,430 Reduced 50.71%	1,390 $495,000
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $961,337 - $1.04 Million	2,820 New	2,820 $987,000
Q2 2020 Aug 14, 2020	SELL	$169.25 - $201.56 $1.4 Million - $1.66 Million	-8,259 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$162.13 - $230.2 $979,103 - $1.39 Million	6,039 Added 272.03%	8,259 $1.51 Million
Q4 2019 Feb 14, 2020	BUY	$203.1 - $227.05 $450,882 - $504,051	2,220 New	2,220 $503,000
Q2 2019 Aug 14, 2019	SELL	$197.42 - $218.6 $192,484 - $213,135	-975 Closed	0 $0
Q1 2019 May 10, 2019	SELL	$191.66 - $209.19 $1.12 Million - $1.22 Million	-5,825 Reduced 85.66%	975 $198,000
Q4 2018 Feb 14, 2019	BUY	$187.76 - $223.76 $1.28 Million - $1.52 Million	6,800 New	6,800 $1.39 Million

Others Institutions Holding BRK-B

# of Institutions

4,978

Shares Held

901M

Call Options Held

19M

Put Options Held

12.1M

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 $622B

More about BRK-B

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Stamos Capital Partners, L.P. Berkshire Hathaway Inc Class B Transaction History