Svb Wealth LLC Berkshire Hathaway Inc Class B Transaction History

Svb Wealth LLC

$4.45 Billion
Q1 2024

A detailed history of Svb Wealth LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Svb Wealth LLC holds 39,697 shares of BRK-B stock, worth $16.1 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

39,697

Previous 41,313 3.91%

Holding current value

$16.1 Million

Previous $14.7 Million 13.3%

% of portfolio

0.38%

Previous 0.36%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$359.29 - $420.52 $580,612 - $679,560	-1,616 Reduced 3.91%	39,697 $16.7 Million
Q4 2023 Jan 30, 2024	SELL	$331.71 - $362.68 $215,611 - $235,742	-650 Reduced 1.55%	41,313 $14.7 Million
Q3 2023 Oct 23, 2023	SELL	$340.9 - $370.48 $1.65 Million - $1.79 Million	-4,839 Reduced 10.34%	41,963 $14.7 Million
Q2 2023 Jul 24, 2023	SELL	$309.07 - $341.0 $4.46 Million - $4.92 Million	-14,425 Reduced 23.56%	46,802 $16 Million
Q1 2023 May 12, 2023	SELL	$293.51 - $320.37 $435,862 - $475,749	-1,485 Reduced 2.37%	61,227 $18.9 Million

Q4 2022 Feb 10, 2023	SELL	$264.0 - $318.6 $3.93 Million - $4.74 Million	-14,891 Reduced 19.19%	62,712 $19.4 Million
Q3 2022 Nov 09, 2022	BUY	$264.32 - $306.65 $7.82 Million - $9.07 Million	29,593 Added 61.64%	77,603 $20.7 Million
Q2 2022 Aug 16, 2022	SELL	$267.52 - $353.1 $352,323 - $465,032	-1,317 Reduced 2.67%	48,010 $13.1 Million
Q1 2022 May 13, 2022	SELL	$300.79 - $359.57 $1.47 Million - $1.76 Million	-4,902 Reduced 9.04%	49,327 $17.4 Million
Q4 2021 Feb 15, 2022	SELL	$273.64 - $300.17 $1.56 Million - $1.72 Million	-5,715 Reduced 9.53%	54,229 $16.2 Million
Q3 2021 Nov 09, 2021	BUY	$272.66 - $291.28 $111,517 - $119,133	409 Added 0.69%	59,944 $16.4 Million
Q2 2021 Aug 13, 2021	SELL	$258.2 - $292.52 $88,304 - $100,041	-342 Reduced 0.57%	59,535 $16.5 Million
Q1 2021 May 11, 2021	BUY	$227.36 - $263.99 $97,082 - $112,723	427 Added 0.72%	59,877 $15.3 Million
Q4 2020 Feb 10, 2021	BUY	$200.7 - $233.92 $421,871 - $491,699	2,102 Added 3.67%	59,450 $13.8 Million
Q3 2020 Nov 10, 2020	BUY	$177.99 - $221.68 $840,468 - $1.05 Million	4,722 Added 8.97%	57,348 $12.2 Million
Q2 2020 Aug 05, 2020	SELL	$169.25 - $201.56 $89,702 - $106,826	-530 Reduced 1.0%	52,626 $9.39 Million
Q1 2020 May 11, 2020	SELL	$162.13 - $230.2 $114,788 - $162,981	-708 Reduced 1.31%	53,156 $9.72 Million
Q4 2019 Feb 13, 2020	BUY	$203.1 - $227.05 $1.19 Million - $1.33 Million	5,855 Added 12.2%	53,864 $12.2 Million
Q3 2019 Nov 01, 2019	BUY	$195.81 - $215.25 $326,611 - $359,037	1,668 Added 3.6%	48,009 $9.99 Million
Q2 2019 Jul 10, 2019	SELL	$197.42 - $218.6 $26,651 - $29,511	-135 Reduced 0.29%	46,341 $9.88 Million
Q1 2019 May 14, 2019	SELL	$191.66 - $209.19 $1.47 Million - $1.61 Million	-7,674 Reduced 14.17%	46,476 $9.34 Million
Q4 2018 Feb 14, 2019	BUY	$187.76 - $223.76 $262,300 - $312,592	1,397 Added 2.65%	54,150 $11.1 Million
Q3 2018 Nov 13, 2018	BUY	$186.02 - $221.68 $182,857 - $217,911	983 Added 1.9%	52,753 $11.3 Million
Q2 2018 Aug 14, 2018	BUY	$184.91 - $201.2 $1.61 Million - $1.76 Million	8,726 Added 20.27%	51,770 $9.66 Million
Q1 2018 May 11, 2018	BUY	$191.42 - $217.25 $154,667 - $175,538	808 Added 1.91%	43,044 $8.59 Million
Q4 2017 Feb 13, 2018	BUY	$181.06 - $199.56 $106,282 - $117,141	587 Added 1.41%	42,236 $8.37 Million
Q3 2017 Nov 13, 2017	BUY	$173.99 - $183.82 $7.25 Million - $7.66 Million	41,649	41,649 $7.64 Million

Others Institutions Holding BRK-B

# of Institutions

4,165

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $528B

More about BRK-B

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