Uma Financial Services, Inc. Berkshire Hathaway Inc Class B Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

A detailed history of Uma Financial Services, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,065 shares of BRK-B stock, worth $1.95 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

4,065

Previous 3,544 14.7%

Holding current value

$1.95 Million

Previous $1.44 Million 29.77%

% of portfolio

0.34%

Previous 0.28%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$405.19 - $478.57 $211,103 - $249,334	521 Added 14.7%	4,065 $1.87 Million
Q2 2024 Jul 17, 2024	BUY	$396.73 - $420.24 $396 - $420	1 Added 0.03%	3,544 $1.44 Million
Q1 2024 Apr 17, 2024	SELL	$359.29 - $420.52 $19,760 - $23,128	-55 Reduced 1.53%	3,543 $1.49 Million
Q4 2023 Jan 23, 2024	SELL	$331.71 - $362.68 $24,214 - $26,475	-73 Reduced 1.99%	3,598 $1.28 Million
Q3 2023 Oct 10, 2023	BUY	$340.9 - $370.48 $3,409 - $3,704	10 Added 0.27%	3,671 $1.29 Million
Q2 2023 Jul 05, 2023	BUY	$309.07 - $341.0 $18,544 - $20,460	60 Added 1.67%	3,661 $1.25 Million
Q1 2023 Apr 20, 2023	SELL	$293.51 - $320.37 $1,174 - $1,281	-4 Reduced 0.11%	3,601 $1.11 Million
Q4 2022 Jan 25, 2023	SELL	$264.0 - $318.6 $27,984 - $33,771	-106 Reduced 2.86%	3,605 $0
Q3 2022 Oct 06, 2022	BUY	$264.32 - $306.65 $102,027 - $118,366	386 Added 11.61%	3,711 $1.04 Million
Q2 2022 Aug 02, 2022	BUY	$267.52 - $353.1 $17,656 - $23,304	66 Added 2.03%	3,325 $984,000
Q1 2022 May 05, 2022	SELL	$300.79 - $359.57 $28,875 - $34,518	-96 Reduced 2.86%	3,259 $1.07 Million
Q4 2021 Jan 11, 2022	SELL	$273.64 - $300.17 $40,772 - $44,725	-149 Reduced 4.25%	3,355 $1.07 Million
Q3 2021 Oct 19, 2021	SELL	$272.66 - $291.28 $61,893 - $66,120	-227 Reduced 6.08%	3,504 $996,000
Q2 2021 Jul 23, 2021	SELL	$258.2 - $292.52 $57,836 - $65,524	-224 Reduced 5.66%	3,731 $1.04 Million
Q1 2021 Apr 06, 2021	BUY	$227.36 - $263.99 $909 - $1,055	4 Added 0.1%	3,955 $1.04 Million
Q4 2020 Feb 19, 2021	SELL	$200.7 - $233.92 $106,170 - $123,743	-529 Reduced 11.81%	3,951 $962,000
Q3 2020 Nov 04, 2020	SELL	$177.99 - $221.68 $6,051 - $7,537	-34 Reduced 0.75%	4,480 $915,000
Q2 2020 Aug 11, 2020	SELL	$169.25 - $201.56 $49,082 - $58,452	-290 Reduced 6.04%	4,514 $960,000
Q1 2020 Apr 23, 2020	BUY	$162.13 - $230.2 $278,539 - $395,483	1,718 Added 55.67%	4,804 $896,000
Q4 2019 Jan 14, 2020	SELL	$203.1 - $227.05 $9,545 - $10,671	-47 Reduced 1.5%	3,086 $705,000
Q3 2019 Nov 26, 2019	BUY	$195.81 - $215.25 $613,472 - $674,378	3,133 New	3,133 $686,000

Others Institutions Holding BRK-B

# of Institutions

4,377

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 $623B

More about BRK-B

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Uma Financial Services, Inc. Berkshire Hathaway Inc Class B Transaction History