Summit Financial Strategies, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Summit Financial Strategies, Inc.

  • $998 Million
  • Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 26,389 shares of BRKB stock, worth $0. This represents 1.28% of its overall portfolio holdings.

Number of Shares
26,389
Previous 26,497 0.41%
Holding current value
$0
Previous $14.1 Million 9.16%
% of portfolio
1.28%
Previous 1.54%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
N/A
-108 Reduced 0.41%
26,389 $12.8 Million
Q1 2025

May 12, 2025
SELL
N/A
-3,286 Reduced 11.03%
26,497 $14.1 Million
Q4 2024

Jan 22, 2025
SELL
N/A
-722 Reduced 2.37%
29,783 $13.5 Million
Q3 2024

Oct 16, 2024
SELL
N/A
-472 Reduced 1.52%
30,505 $14 Million
Q2 2024

Jul 19, 2024
SELL
N/A
-701 Reduced 2.21%
30,977 $12.6 Million
Q1 2024

May 09, 2024
SELL
N/A
-1,486 Reduced 4.48%
31,678 $13.3 Million
Q4 2023

Feb 13, 2024
SELL
N/A
-1,660 Reduced 4.77%
33,164 $11.8 Million
Q3 2023

Oct 24, 2023
SELL
N/A
-339 Reduced 0.96%
34,824 $12.2 Million
Q2 2023

Jul 21, 2023
SELL
N/A
-781 Reduced 2.17%
35,163 $12 Million
Q1 2023

Apr 21, 2023
SELL
N/A
-653 Reduced 1.78%
35,944 $11.1 Million
Q4 2022

Jan 20, 2023
SELL
N/A
-126 Reduced 0.34%
36,597 $0
Q3 2022

Oct 21, 2022
BUY
N/A
26 Added 0.07%
36,723 $9.81 Million
Q2 2022

Jul 25, 2022
SELL
N/A
-425 Reduced 1.14%
36,697 $10 Million
Q1 2022

May 04, 2022
SELL
N/A
-1,086 Reduced 2.84%
37,122 $13.1 Million
Q4 2021

Feb 03, 2022
SELL
N/A
-840 Reduced 2.15%
38,208 $11.4 Million
Q3 2021

Nov 10, 2021
SELL
N/A
-485 Reduced 1.23%
39,048 $10.7 Million
Q2 2021

Aug 11, 2021
BUY
N/A
6,154 Added 18.44%
39,533 $11 Million
Q1 2021

May 11, 2021
SELL
N/A
-1,804 Reduced 5.13%
33,379 $8.53 Million
Q4 2020

Feb 05, 2021
SELL
N/A
-1,482 Reduced 4.04%
35,183 $8.16 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-1,044 Reduced 2.77%
36,665 $7.81 Million
Q2 2020

Jul 31, 2020
SELL
N/A
-101 Reduced 0.27%
37,709 $6.73 Million
Q1 2020

May 11, 2020
BUY
N/A
75 Added 0.2%
37,810 $6.91 Million
Q4 2019

Feb 11, 2020
SELL
N/A
-1,067 Reduced 2.75%
37,735 $8.55 Million
Q3 2019

Nov 14, 2019
SELL
N/A
-802 Reduced 2.03%
38,802 $8.07 Million
Q2 2019

Aug 08, 2019
SELL
N/A
-951 Reduced 2.34%
39,604 $8.44 Million
Q1 2019

May 14, 2019
BUY
N/A
387 Added 0.96%
40,555 $8.02 Million
Q4 2018

Feb 06, 2019
SELL
N/A
-1,326 Reduced 3.2%
40,168 $8.2 Million
Q3 2018

Nov 09, 2018
BUY
N/A
134 Added 0.32%
41,494 $8.88 Million
Q2 2018

Aug 06, 2018
SELL
N/A
-633 Reduced 1.51%
41,360 $7.72 Million
Q1 2018

May 14, 2018
BUY
N/A
2,629 Added 6.68%
41,993 $8.38 Million
Q4 2017

Jan 29, 2018
BUY
N/A
38,230 Added 3371.25%
39,364 $7.8 Million
Q3 2017

Nov 09, 2017
BUY
N/A
1,134
1,134 $208,000

Others Institutions Holding BRKB

# of Institutions
85
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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