Synergy Investment Management, LLC Berkshire Hathaway Inc Class B Transaction History

Synergy Investment Management, LLC

  • $166 Billion
  • Q2 2025

A detailed history of Synergy Investment Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Synergy Investment Management, LLC holds 878 shares of BRK-B stock, worth $418,920. This represents 0.26% of its overall portfolio holdings.

Number of Shares
878
Previous 814 7.86%
Holding current value
$418,920
Previous $434 Million 1.62%
% of portfolio
0.26%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$483.48 - $539.8 $30,942 - $34,547
64 Added 7.86%
878 $427 Million
Q1 2025

Apr 29, 2025
BUY
$442.66 - $534.52 $4,426 - $5,345
10 Added 1.24%
814 $434 Million
Q4 2024

Feb 06, 2025
BUY
$442.29 - $483.08 $355,601 - $388,396
804 New
804 $364 Million

Others Institutions Holding BRK-B

# of Institutions
5,039
Shares Held
924M
Call Options Held
18.4M
Put Options Held
13.1M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $621B
More about BRK-B
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