Summit Financial Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 7,936 shares of BRKB stock, worth $0. This represents 0.65% of its overall portfolio holdings.

Number of Shares
7,936
Previous 9,687 18.08%
Holding current value
$0
Previous $4.71 Million 15.22%
% of portfolio
0.65%
Previous 0.87%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
SELL
N/A
-1,751 Reduced 18.08%
7,936 $3.99 Million
Q2 2025

Sep 29, 2025
BUY
N/A
8,035 Added 486.38%
9,687 $4.71 Million
Q1 2025

May 14, 2025
SELL
N/A
-88 Reduced 5.06%
1,652 $879,000
Q4 2024

Feb 13, 2025
BUY
N/A
1,111 Added 176.63%
1,740 $788,000
Q3 2024

Nov 13, 2024
SELL
N/A
-20 Reduced 3.08%
629 $289,000
Q2 2024

Aug 12, 2024
BUY
N/A
40 Added 6.57%
649 $264,000
Q1 2024

May 02, 2024
BUY
N/A
609 New
609 $256,000
Q1 2020

Apr 29, 2020
SELL
N/A
-913 Closed
0 $0
Q4 2019

Jan 28, 2020
BUY
N/A
913 New
913 $203,000
Q1 2019

May 01, 2019
SELL
N/A
-1,150 Closed
0 $0
Q4 2018

Feb 01, 2019
SELL
N/A
-663 Reduced 36.57%
1,150 $235,000
Q3 2018

Oct 22, 2018
SELL
N/A
-11,123 Reduced 85.98%
1,813 $371,000
Q2 2018

Jul 06, 2018
SELL
N/A
-2,700 Reduced 17.27%
12,936 $2.58 Million
Q1 2018

Apr 09, 2018
BUY
N/A
15,636 New
15,636 $3.12 Million
Q1 2018

Apr 06, 2018
SELL
N/A
-16,587 Closed
0 $0
Q4 2017

Feb 05, 2018
SELL
N/A
-255 Reduced 1.51%
16,587 $3.29 Million
Q3 2017

Nov 06, 2017
SELL
N/A
-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 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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