Summit Asset Management, LLC Berkshire Hathaway Inc Class B Transaction History

Summit Asset Management, LLC

  • $866 Million
  • Q3 2024

A detailed history of Summit Asset Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Summit Asset Management, LLC holds 37,831 shares of BRK-B stock, worth $17.1 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
37,831
Previous 36,045 4.95%
Holding current value
$17.1 Million
Previous $14.7 Million 18.75%
% of portfolio
2.01%
Previous 1.74%

Shares

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

Nov 06, 2024
BUY
$405.19 - $478.57 $723,669 - $854,726
1,786 Added 4.95%
37,831 $17.4 Million
Q2 2024

Aug 05, 2024
BUY
$396.73 - $420.24 $257,081 - $272,315
648 Added 1.83%
36,045 $14.7 Million
Q1 2024

May 06, 2024
SELL
$359.29 - $420.52 $54,971 - $64,339
-153 Reduced 0.43%
35,397 $14.9 Million
Q4 2023

Feb 06, 2024
BUY
$331.71 - $362.68 $55,727 - $60,930
168 Added 0.47%
35,550 $12.7 Million
Q3 2023

Nov 06, 2023
BUY
$340.9 - $370.48 $213,062 - $231,550
625 Added 1.8%
35,382 $12.4 Million
Q2 2023

Aug 07, 2023
SELL
$309.07 - $341.0 $176,478 - $194,711
-571 Reduced 1.62%
34,757 $11.9 Million
Q1 2023

May 11, 2023
BUY
$293.51 - $320.37 $1,467 - $1,601
5 Added 0.01%
35,328 $10.9 Million
Q4 2022

Feb 13, 2023
SELL
$264.0 - $318.6 $20,328 - $24,532
-77 Reduced 0.22%
35,323 $10.9 Million
Q3 2022

Nov 07, 2022
BUY
$264.32 - $306.65 $14,537 - $16,865
55 Added 0.16%
35,400 $9.45 Million
Q2 2022

Aug 10, 2022
BUY
$267.52 - $353.1 $4,280 - $5,649
16 Added 0.05%
35,345 $9.65 Million
Q1 2022

May 09, 2022
BUY
$300.79 - $359.57 $7,820 - $9,348
26 Added 0.07%
35,329 $12.5 Million
Q4 2021

Feb 11, 2022
SELL
$273.64 - $300.17 $183,612 - $201,414
-671 Reduced 1.87%
35,303 $10.6 Million
Q3 2021

Nov 08, 2021
SELL
$272.66 - $291.28 $1,635 - $1,747
-6 Reduced 0.02%
35,974 $9.82 Million
Q2 2021

Aug 06, 2021
SELL
$258.2 - $292.52 $52,931 - $59,966
-205 Reduced 0.57%
35,980 $10 Million
Q1 2021

May 07, 2021
SELL
$227.36 - $263.99 $171,656 - $199,312
-755 Reduced 2.04%
36,185 $9.24 Million
Q4 2020

Feb 09, 2021
SELL
$200.7 - $233.92 $59,005 - $68,772
-294 Reduced 0.79%
36,940 $8.57 Million
Q3 2020

Nov 06, 2020
SELL
$177.99 - $221.68 $55,532 - $69,164
-312 Reduced 0.83%
37,234 $7.93 Million
Q2 2020

Aug 07, 2020
BUY
$169.25 - $201.56 $90,041 - $107,229
532 Added 1.44%
37,546 $6.7 Million
Q1 2020

May 08, 2020
BUY
$162.13 - $230.2 $104,411 - $148,248
644 Added 1.77%
37,014 $6.77 Million
Q4 2019

Feb 07, 2020
BUY
$203.1 - $227.05 $198,225 - $221,600
976 Added 2.76%
36,370 $8.24 Million
Q3 2019

Nov 06, 2019
SELL
$195.81 - $215.25 $669,474 - $735,939
-3,419 Reduced 8.81%
35,394 $7.36 Million
Q2 2019

Aug 07, 2019
SELL
$197.42 - $218.6 $127,533 - $141,215
-646 Reduced 1.64%
38,813 $8.27 Million
Q1 2019

May 07, 2019
BUY
$191.66 - $209.19 $560,605 - $611,880
2,925 Added 8.01%
39,459 $7.93 Million
Q4 2018

Feb 07, 2019
BUY
$187.76 - $223.76 $354,303 - $422,235
1,887 Added 5.45%
36,534 $7.46 Million
Q3 2018

Nov 06, 2018
BUY
$186.02 - $221.68 $194,390 - $231,655
1,045 Added 3.11%
34,647 $7.42 Million
Q2 2018

Aug 07, 2018
BUY
$184.91 - $201.2 $82,284 - $89,534
445 Added 1.34%
33,602 $6.27 Million
Q1 2018

May 07, 2018
BUY
$191.42 - $217.25 $45,749 - $51,922
239 Added 0.73%
33,157 $6.61 Million
Q4 2017

Feb 06, 2018
BUY
$181.06 - $199.56 $438,165 - $482,935
2,420 Added 7.93%
32,918 $6.53 Million
Q3 2017

Nov 09, 2017
BUY
$173.99 - $183.82 $5.31 Million - $5.61 Million
30,498
30,498 $5.59 Million

Others Institutions Holding BRK-B

# of Institutions
4,381
Shares Held
839M
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 $590B
More about BRK-B
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