Synergy Asset Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Synergy Asset Management, LLC

  • $776 Million
  • Q1 2025

A detailed history of Synergy Asset Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Synergy Asset Management, LLC holds 24,304 shares of BRKB stock, worth $0. This represents 1.67% of its overall portfolio holdings.

Number of Shares
24,304
Previous 24,079 0.93%
Holding current value
$0
Previous $10.9 Million 18.59%
% of portfolio
1.67%
Previous 0.87%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
N/A
225 Added 0.93%
24,304 $12.9 Million
Q4 2024

Jan 23, 2025
BUY
N/A
8,601 Added 55.57%
24,079 $10.9 Million
Q3 2024

Oct 15, 2024
BUY
N/A
12,829 Added 484.3%
15,478 $7.12 Million
Q2 2024

Aug 05, 2024
BUY
N/A
22 Added 0.84%
2,649 $1.08 Million
Q1 2024

Apr 18, 2024
SELL
N/A
-32,198 Reduced 92.46%
2,627 $1.1 Million
Q4 2023

Jan 19, 2024
BUY
N/A
31,048 Added 822.03%
34,825 $12.4 Million
Q3 2023

Nov 14, 2023
SELL
N/A
-25,393 Reduced 87.05%
3,777 $1.32 Million
Q2 2023

Aug 02, 2023
SELL
N/A
-4,421 Reduced 13.16%
29,170 $9.95 Million
Q1 2023

May 15, 2023
BUY
N/A
3,070 Added 10.06%
33,591 $10.4 Million
Q4 2022

Feb 10, 2023
BUY
N/A
3,025 Added 11.0%
30,521 $9.43 Million
Q3 2022

Nov 08, 2022
SELL
N/A
-2,125 Reduced 7.17%
27,496 $7.34 Million
Q2 2022

Aug 08, 2022
SELL
N/A
-12,100 Reduced 29.0%
29,621 $8.09 Million
Q1 2022

May 05, 2022
SELL
N/A
-13,902 Reduced 24.99%
41,721 $14.7 Million
Q4 2021

Feb 04, 2022
BUY
N/A
10,811 Added 24.13%
55,623 $16.6 Million
Q3 2021

Nov 10, 2021
BUY
N/A
43,934 Added 5003.87%
44,812 $12.2 Million
Q2 2021

Aug 12, 2021
BUY
N/A
878 New
878 $244,000

Others Institutions Holding BRKB

# of Institutions
86
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
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email