Symphony Financial, Ltd. Co. Berkshire Hathaway Inc Class B Transaction History

Symphony Financial, Ltd. Co.

$608 Million
Q3 2024

A detailed history of Symphony Financial, Ltd. Co. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 11,937 shares of BRK-B stock, worth $5.69 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

11,937

Previous 11,771 1.41%

Holding current value

$5.69 Million

Previous $4.79 Million 14.75%

% of portfolio

0.9%

Previous 0.88%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$405.19 - $478.57 $67,261 - $79,442	166 Added 1.41%	11,937 $5.49 Million
Q2 2024 Jul 17, 2024	BUY	$396.73 - $420.24 $1.97 Million - $2.08 Million	4,961 Added 72.85%	11,771 $4.79 Million
Q1 2024 Apr 17, 2024	BUY	$359.29 - $420.52 $107,787 - $126,156	300 Added 4.61%	6,810 $2.86 Million
Q4 2023 Jan 18, 2024	BUY	$331.71 - $362.68 $217,601 - $237,918	656 Added 11.21%	6,510 $2.32 Million
Q3 2023 Nov 07, 2023	BUY	$340.9 - $370.48 $406,693 - $441,982	1,193 Added 25.6%	5,854 $2.05 Million
Q2 2023 Jul 12, 2023	BUY	$309.07 - $341.0 $455,569 - $502,634	1,474 Added 46.25%	4,661 $1.59 Million
Q1 2023 May 03, 2023	SELL	$293.51 - $320.37 $417,077 - $455,245	-1,421 Reduced 30.84%	3,187 $984,000
Q4 2022 Jan 26, 2023	SELL	$264.0 - $318.6 $6,600 - $7,965	-25 Reduced 0.54%	4,608 $0
Q3 2022 Oct 27, 2022	BUY	$264.32 - $306.65 $19,824 - $22,998	75 Added 1.65%	4,633 $1.25 Million
Q2 2022 Jul 18, 2022	BUY	$267.52 - $353.1 $343,495 - $453,380	1,284 Added 39.22%	4,558 $1.25 Million
Q1 2022 May 13, 2022	BUY	$300.79 - $359.57 $16,543 - $19,776	55 Added 1.71%	3,274 $1.13 Million
Q4 2021 Jan 19, 2022	BUY	$273.64 - $300.17 $238,887 - $262,048	873 Added 37.21%	3,219 $968,000
Q3 2021 Oct 12, 2021	SELL	$272.66 - $291.28 $206,676 - $220,790	-758 Reduced 24.42%	2,346 $651,000
Q2 2021 Jul 13, 2021	BUY	$258.2 - $292.52 $90,111 - $102,089	349 Added 12.67%	3,104 $861,000
Q1 2021 Apr 15, 2021	BUY	$227.36 - $263.99 $14,096 - $16,367	62 Added 2.3%	2,755 $725,000
Q4 2020 Jan 13, 2021	BUY	$200.7 - $233.92 $36,126 - $42,105	180 Added 7.16%	2,693 $615,000
Q3 2020 Oct 09, 2020	SELL	$177.99 - $221.68 $62,652 - $78,031	-352 Reduced 12.29%	2,513 $535,000
Q2 2020 Jul 08, 2020	SELL	$169.25 - $201.56 $910,057 - $1.08 Million	-5,377 Reduced 65.24%	2,865 $511,000
Q1 2020 May 07, 2020	BUY	$162.13 - $230.2 $1.34 Million - $1.9 Million	8,242 New	8,242 $1.51 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

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 $620B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Symphony Financial, Ltd. Co., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial, Ltd. Co. with notifications on news.

Account

Symphony Financial, Ltd. Co. Berkshire Hathaway Inc Class B Transaction History