Uma Financial Services, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,552 shares of BRKB stock, worth $0. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,552
Previous 4,065 11.98%
Holding current value
$0
Previous $1.87 Million 10.32%
% of portfolio
0.36%
Previous 0.34%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
N/A
487 Added 11.98%
4,552 $2.06 Million
Q3 2024

Oct 16, 2024
BUY
N/A
521 Added 14.7%
4,065 $1.87 Million
Q2 2024

Jul 17, 2024
BUY
N/A
1 Added 0.03%
3,544 $1.44 Million
Q1 2024

Apr 17, 2024
SELL
N/A
-55 Reduced 1.53%
3,543 $1.49 Million
Q4 2023

Jan 23, 2024
SELL
N/A
-73 Reduced 1.99%
3,598 $1.28 Million
Q3 2023

Oct 10, 2023
BUY
N/A
10 Added 0.27%
3,671 $1.29 Million
Q2 2023

Jul 05, 2023
BUY
N/A
60 Added 1.67%
3,661 $1.25 Million
Q1 2023

Apr 20, 2023
SELL
N/A
-4 Reduced 0.11%
3,601 $1.11 Million
Q4 2022

Jan 25, 2023
SELL
N/A
-106 Reduced 2.86%
3,605 $0
Q3 2022

Oct 06, 2022
BUY
N/A
386 Added 11.61%
3,711 $1.04 Million
Q2 2022

Aug 02, 2022
BUY
N/A
66 Added 2.03%
3,325 $984,000
Q1 2022

May 05, 2022
SELL
N/A
-96 Reduced 2.86%
3,259 $1.07 Million
Q4 2021

Jan 11, 2022
SELL
N/A
-149 Reduced 4.25%
3,355 $1.07 Million
Q3 2021

Oct 19, 2021
SELL
N/A
-227 Reduced 6.08%
3,504 $996,000
Q2 2021

Jul 23, 2021
SELL
N/A
-224 Reduced 5.66%
3,731 $1.04 Million
Q1 2021

Apr 06, 2021
BUY
N/A
4 Added 0.1%
3,955 $1.04 Million
Q4 2020

Feb 19, 2021
SELL
N/A
-529 Reduced 11.81%
3,951 $962,000
Q3 2020

Nov 04, 2020
SELL
N/A
-34 Reduced 0.75%
4,480 $915,000
Q2 2020

Aug 11, 2020
SELL
N/A
-290 Reduced 6.04%
4,514 $960,000
Q1 2020

Apr 23, 2020
BUY
N/A
1,718 Added 55.67%
4,804 $896,000
Q4 2019

Jan 14, 2020
SELL
N/A
-47 Reduced 1.5%
3,086 $705,000
Q3 2019

Nov 26, 2019
BUY
N/A
3,133 New
3,133 $686,000

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 Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. 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 Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email