A detailed history of Summit Trail Advisors, LLC transactions in Berkshire Hathaway Inc stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 7 shares of BRK-A stock, worth $4.29 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7
Previous 5 40.0%
Holding current value
$4.29 Million
Previous $2.71 Million 63.69%
% of portfolio
0.12%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$545250.0 - $634440.0 $1.09 Million - $1.27 Million
2 Added 40.0%
7 $4.44 Million
Q4 2023

Feb 06, 2024

BUY
$503375.0 - $555800.0 $2.01 Million - $2.22 Million
4 Added 400.0%
5 $2.71 Million
Q4 2022

Feb 07, 2023

SELL
$402836.0 - $479086.5 $402,836 - $479,086
-1 Reduced 50.0%
1 $467,000
Q2 2022

Aug 09, 2022

BUY
$402300.0 - $529000.0 $402,300 - $529,000
1 Added 100.0%
2 $818,000
Q2 2021

Aug 16, 2021

BUY
$390360.0 - $439460.0 $390,360 - $439,460
1 New
1 $419,000
Q1 2021

May 17, 2021

SELL
$341820.0 - $398840.0 $341,820 - $398,840
-1 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$267020.0 - $332840.0 $267,020 - $332,840
1 New
1 $337,000
Q3 2020

Nov 16, 2020

SELL
$267020.0 - $332840.0 $267,020 - $332,840
-1 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$253501.0 - $302235.0 $253,501 - $302,235
1 New
1 $267,000
Q1 2020

May 15, 2020

SELL
$240000.0 - $344970.0 $240,000 - $344,970
-1 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$282000.0 - $333415.0 $282,000 - $333,415
1 New
1 $320,000

Others Institutions Holding BRK-A

About BERKSHIRE HATHAWAY INC


  • Ticker BRK-A
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 599,924
  • Market Cap $367B
  • Description
  • Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricit...
More about BRK-A
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