Summit Financial Strategies, Inc. Berkshire Hathaway Inc Class B Transaction History

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 30,505 shares of BRK-B stock, worth $14.6 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
30,505
Previous 30,977 1.52%
Holding current value
$14.6 Million
Previous $12.6 Million 11.42%
% of portfolio
1.71%
Previous 1.68%

Shares

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

Oct 16, 2024
SELL
$405.19 - $478.57 $191,249 - $225,885
-472 Reduced 1.52%
30,505 $14 Million
Q2 2024

Jul 19, 2024
SELL
$396.73 - $420.24 $278,107 - $294,588
-701 Reduced 2.21%
30,977 $12.6 Million
Q1 2024

May 09, 2024
SELL
$359.29 - $420.52 $533,904 - $624,892
-1,486 Reduced 4.48%
31,678 $13.3 Million
Q4 2023

Feb 13, 2024
SELL
$331.71 - $362.68 $550,638 - $602,048
-1,660 Reduced 4.77%
33,164 $11.8 Million
Q3 2023

Oct 24, 2023
SELL
$340.9 - $370.48 $115,565 - $125,592
-339 Reduced 0.96%
34,824 $12.2 Million
Q2 2023

Jul 21, 2023
SELL
$309.07 - $341.0 $241,383 - $266,321
-781 Reduced 2.17%
35,163 $12 Million
Q1 2023

Apr 21, 2023
SELL
$293.51 - $320.37 $191,662 - $209,201
-653 Reduced 1.78%
35,944 $11.1 Million
Q4 2022

Jan 20, 2023
SELL
$264.0 - $318.6 $33,264 - $40,143
-126 Reduced 0.34%
36,597 $0
Q3 2022

Oct 21, 2022
BUY
$264.32 - $306.65 $6,872 - $7,972
26 Added 0.07%
36,723 $9.81 Million
Q2 2022

Jul 25, 2022
SELL
$267.52 - $353.1 $113,695 - $150,067
-425 Reduced 1.14%
36,697 $10 Million
Q1 2022

May 04, 2022
SELL
$300.79 - $359.57 $326,657 - $390,493
-1,086 Reduced 2.84%
37,122 $13.1 Million
Q4 2021

Feb 03, 2022
SELL
$273.64 - $300.17 $229,857 - $252,142
-840 Reduced 2.15%
38,208 $11.4 Million
Q3 2021

Nov 10, 2021
SELL
$272.66 - $291.28 $132,240 - $141,270
-485 Reduced 1.23%
39,048 $10.7 Million
Q2 2021

Aug 11, 2021
BUY
$258.2 - $292.52 $1.59 Million - $1.8 Million
6,154 Added 18.44%
39,533 $11 Million
Q1 2021

May 11, 2021
SELL
$227.36 - $263.99 $410,157 - $476,237
-1,804 Reduced 5.13%
33,379 $8.53 Million
Q4 2020

Feb 05, 2021
SELL
$200.7 - $233.92 $297,437 - $346,669
-1,482 Reduced 4.04%
35,183 $8.16 Million
Q3 2020

Nov 16, 2020
SELL
$177.99 - $221.68 $185,821 - $231,433
-1,044 Reduced 2.77%
36,665 $7.81 Million
Q2 2020

Jul 31, 2020
SELL
$169.25 - $201.56 $17,094 - $20,357
-101 Reduced 0.27%
37,709 $6.73 Million
Q1 2020

May 11, 2020
BUY
$162.13 - $230.2 $12,159 - $17,265
75 Added 0.2%
37,810 $6.91 Million
Q4 2019

Feb 11, 2020
SELL
$203.1 - $227.05 $216,707 - $242,262
-1,067 Reduced 2.75%
37,735 $8.55 Million
Q3 2019

Nov 14, 2019
SELL
$195.81 - $215.25 $157,039 - $172,630
-802 Reduced 2.03%
38,802 $8.07 Million
Q2 2019

Aug 08, 2019
SELL
$197.42 - $218.6 $187,746 - $207,888
-951 Reduced 2.34%
39,604 $8.44 Million
Q1 2019

May 14, 2019
BUY
$191.66 - $209.19 $74,172 - $80,956
387 Added 0.96%
40,555 $8.02 Million
Q4 2018

Feb 06, 2019
SELL
$187.76 - $223.76 $248,969 - $296,705
-1,326 Reduced 3.2%
40,168 $8.2 Million
Q3 2018

Nov 09, 2018
BUY
$186.02 - $221.68 $24,926 - $29,705
134 Added 0.32%
41,494 $8.88 Million
Q2 2018

Aug 06, 2018
SELL
$184.91 - $201.2 $117,048 - $127,359
-633 Reduced 1.51%
41,360 $7.72 Million
Q1 2018

May 14, 2018
BUY
$191.42 - $217.25 $503,243 - $571,150
2,629 Added 6.68%
41,993 $8.38 Million
Q4 2017

Jan 29, 2018
BUY
$181.06 - $199.56 $6.92 Million - $7.63 Million
38,230 Added 3371.25%
39,364 $7.8 Million
Q3 2017

Nov 09, 2017
BUY
$173.99 - $183.82 $197,304 - $208,451
1,134
1,134 $208,000

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

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $623B
More about BRK-B
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