Summit Financial, LLC Berkshire Hathaway Inc Class B Transaction History

Summit Financial, LLC

$2.83 Billion
Q4 2024

A detailed history of Summit Financial, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Summit Financial, LLC holds 42,185 shares of BRK-B stock, worth $22.4 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

42,185

Previous 33,826 24.71%

Holding current value

$22.4 Million

Previous $15.6 Million 22.82%

% of portfolio

0.68%

Previous 0.61%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$442.29 - $483.08 $3.7 Million - $4.04 Million	8,359 Added 24.71%	42,185 $19.1 Million
Q3 2024 Nov 12, 2024	BUY	$405.19 - $478.57 $3.45 Million - $4.08 Million	8,523 Added 33.68%	33,826 $15.6 Million
Q2 2024 Jul 31, 2024	BUY	$396.73 - $420.24 $2.82 Million - $2.98 Million	7,100 Added 39.0%	25,303 $10.3 Million
Q1 2024 Apr 24, 2024	BUY	$359.29 - $420.52 $766,724 - $897,389	2,134 Added 13.28%	18,203 $7.65 Million
Q4 2023 Feb 05, 2024	BUY	$331.71 - $362.68 $164,859 - $180,251	497 Added 3.19%	16,069 $5.73 Million
Q3 2023 Nov 07, 2023	BUY	$340.9 - $370.48 $64,430 - $70,020	189 Added 1.23%	15,572 $5.45 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $581,669 - $641,762	-1,882 Reduced 10.9%	15,383 $5.25 Million
Q1 2023 May 03, 2023	BUY	$293.51 - $320.37 $556,494 - $607,421	1,896 Added 12.34%	17,265 $5.33 Million
Q4 2022 Feb 07, 2023	BUY	$264.0 - $318.6 $109,560 - $132,219	415 Added 2.78%	15,369 $4.75 Million
Q3 2022 Nov 15, 2022	BUY	$264.32 - $306.65 $797,189 - $924,856	3,016 Added 25.26%	14,954 $3.99 Billion
Q2 2022 Aug 12, 2022	SELL	$267.52 - $353.1 $28,357 - $37,428	-106 Reduced 0.88%	11,938 $3.26 Million
Q1 2022 May 10, 2022	BUY	$300.79 - $359.57 $321,243 - $384,020	1,068 Added 9.73%	12,044 $4.25 Million
Q4 2021 Feb 07, 2022	BUY	$273.64 - $300.17 $89,480 - $98,155	327 Added 3.07%	10,976 $3.28 Million
Q3 2021 Nov 08, 2021	BUY	$272.66 - $291.28 $2.08 Million - $2.22 Million	7,633 Added 253.08%	10,649 $2.91 Million
Q2 2021 Aug 06, 2021	BUY	$258.2 - $292.52 $778,731 - $882,240	3,016 New	3,016 $838,000

Others Institutions Holding BRK-B

# of Institutions

4,861

Shares Held

879M

Call Options Held

21.2M

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 $691B

More about BRK-B

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Summit Financial, LLC Berkshire Hathaway Inc Class B Transaction History