Summit Financial Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 629 shares of BRK-B stock, worth $295,806. This represents 0.06% of its overall portfolio holdings.

Number of Shares

629

Previous 649 3.08%

Holding current value

$295,806

Previous $264,000 9.47%

% of portfolio

0.06%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$405.19 - $478.57 $8,103 - $9,571	-20 Reduced 3.08%	629 $289,000
Q2 2024 Aug 12, 2024	BUY	$396.73 - $420.24 $15,869 - $16,809	40 Added 6.57%	649 $264,000
Q1 2024 May 02, 2024	BUY	$359.29 - $420.52 $218,807 - $256,096	609 New	609 $256,000
Q1 2020 Apr 29, 2020	SELL	$162.13 - $230.2 $148,024 - $210,172	-913 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$203.1 - $227.05 $185,430 - $207,296	913 New	913 $203,000
Q1 2019 May 01, 2019	SELL	$191.66 - $209.19 $220,409 - $240,568	-1,150 Closed	0 $0
Q4 2018 Feb 01, 2019	SELL	$187.76 - $223.76 $124,484 - $148,352	-663 Reduced 36.57%	1,150 $235,000
Q3 2018 Oct 22, 2018	SELL	$186.02 - $221.68 $2.07 Million - $2.47 Million	-11,123 Reduced 85.98%	1,813 $371,000
Q2 2018 Jul 06, 2018	SELL	$184.91 - $201.2 $499,257 - $543,240	-2,700 Reduced 17.27%	12,936 $2.58 Million
Q1 2018 Apr 09, 2018	BUY	$191.42 - $217.25 $2.99 Million - $3.4 Million	15,636 New	15,636 $3.12 Million
Q1 2018 Apr 06, 2018	SELL	$191.42 - $217.25 $3.18 Million - $3.6 Million	-16,587 Closed	0 $0
Q4 2017 Feb 05, 2018	SELL	$181.06 - $199.56 $46,170 - $50,887	-255 Reduced 1.51%	16,587 $3.29 Million
Q3 2017 Nov 06, 2017	SELL	$173.99 - $183.82 $9,395 - $9,926	-54 Reduced 0.32%	16,842 $3.09 Million
Q2 2017 Aug 14, 2017	BUY	N/A	16,896	16,896 $2.86 Million

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

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $612B

More about BRK-B

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Summit Financial Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History