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

Symphony Financial, Ltd. Co.

$546 Million
Q2 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 11,771 shares of BRK-B stock, worth $5.47 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

11,771

Previous 6,810 72.85%

Holding current value

$5.47 Million

Previous $2.86 Million 67.24%

% of portfolio

0.88%

Previous 0.67%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,253

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $605B

More about BRK-B

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