Welch & Forbes LLC Berkshire Hathaway Inc Class B Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

A detailed history of Welch & Forbes LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Welch & Forbes LLC holds 129,093 shares of BRK-B stock, worth $58.5 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

129,093

Previous 128,142 0.74%

Holding current value

$58.5 Million

Previous $52.1 Million 13.98%

% of portfolio

0.77%

Previous 0.71%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$405.19 - $478.57 $385,335 - $455,120	951 Added 0.74%	129,093 $59.4 Million
Q2 2024 Aug 01, 2024	SELL	$396.73 - $420.24 $406,251 - $430,325	-1,024 Reduced 0.79%	128,142 $52.1 Million
Q1 2024 May 02, 2024	BUY	$359.29 - $420.52 $62,157 - $72,749	173 Added 0.13%	129,166 $54.3 Million
Q4 2023 Feb 06, 2024	SELL	$331.71 - $362.68 $1.53 Million - $1.68 Million	-4,621 Reduced 3.46%	128,993 $46 Million
Q3 2023 Nov 02, 2023	SELL	$340.9 - $370.48 $904,407 - $982,883	-2,653 Reduced 1.95%	133,614 $46.8 Million
Q2 2023 Jul 28, 2023	BUY	$309.07 - $341.0 $668,518 - $737,583	2,163 Added 1.61%	136,267 $46.5 Million
Q1 2023 Apr 14, 2023	BUY	$293.51 - $320.37 $535,362 - $584,354	1,824 Added 1.38%	134,104 $41.4 Million
Q4 2022 Feb 02, 2023	SELL	$264.0 - $318.6 $425,568 - $513,583	-1,612 Reduced 1.2%	132,280 $40.9 Million
Q3 2022 Oct 28, 2022	BUY	$264.32 - $306.65 $379,563 - $440,349	1,436 Added 1.08%	133,892 $35.8 Million
Q2 2022 Jul 22, 2022	BUY	$267.52 - $353.1 $1.61 Million - $2.13 Million	6,024 Added 4.76%	132,456 $36.2 Million
Q1 2022 Apr 25, 2022	BUY	$300.79 - $359.57 $2.44 Million - $2.92 Million	8,126 Added 6.87%	126,432 $44.6 Million
Q4 2021 Jan 19, 2022	BUY	$273.64 - $300.17 $616,784 - $676,583	2,254 Added 1.94%	118,306 $35.4 Million
Q3 2021 Oct 13, 2021	BUY	$272.66 - $291.28 $1.29 Million - $1.38 Million	4,744 Added 4.26%	116,052 $31.7 Million
Q2 2021 Jul 22, 2021	BUY	$258.2 - $292.52 $1.13 Million - $1.28 Million	4,389 Added 4.1%	111,308 $30.9 Million
Q1 2021 Apr 14, 2021	BUY	$227.36 - $263.99 $804,854 - $934,524	3,540 Added 3.42%	106,919 $27.3 Million
Q4 2020 Jan 20, 2021	BUY	$200.7 - $233.92 $178,020 - $207,487	887 Added 0.87%	103,379 $24 Million
Q3 2020 Oct 23, 2020	BUY	$177.99 - $221.68 $324,297 - $403,900	1,822 Added 1.81%	102,492 $21.8 Million
Q2 2020 Jul 15, 2020	BUY	$169.25 - $201.56 $1.07 Million - $1.28 Million	6,350 Added 6.73%	100,670 $18 Million
Q1 2020 Apr 17, 2020	BUY	$162.13 - $230.2 $3.49 Million - $4.95 Million	21,514 Added 29.55%	94,320 $17.2 Million
Q4 2019 Jan 17, 2020	SELL	$203.1 - $227.05 $172,431 - $192,765	-849 Reduced 1.15%	72,806 $16.5 Million
Q3 2019 Oct 11, 2019	SELL	$195.81 - $215.25 $284,120 - $312,327	-1,451 Reduced 1.93%	73,655 $15.3 Million
Q2 2019 Jul 12, 2019	SELL	$197.42 - $218.6 $744,668 - $824,559	-3,772 Reduced 4.78%	75,106 $16 Million
Q1 2019 Apr 29, 2019	SELL	$191.66 - $209.19 $30,473 - $33,261	-159 Reduced 0.2%	78,878 $15.8 Million
Q4 2018 Feb 05, 2019	SELL	$187.76 - $223.76 $396,549 - $472,581	-2,112 Reduced 2.6%	79,037 $16.1 Million
Q3 2018 Oct 17, 2018	SELL	$186.02 - $221.68 $8,370 - $9,975	-45 Reduced 0.06%	81,149 $17.4 Million
Q2 2018 Jul 16, 2018	SELL	$184.91 - $201.2 $1.01 Million - $1.1 Million	-5,463 Reduced 6.3%	81,194 $15.2 Million
Q1 2018 Apr 12, 2018	SELL	$191.42 - $217.25 $289,427 - $328,482	-1,512 Reduced 1.71%	86,657 $17.3 Million
Q4 2017 Jan 26, 2018	SELL	$181.06 - $199.56 $131,630 - $145,080	-727 Reduced 0.82%	88,169 $17.5 Million
Q3 2017 Nov 13, 2017	BUY	$173.99 - $183.82 $15.5 Million - $16.3 Million	88,896	88,896 $16.3 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

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 $590B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Welch & Forbes LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch & Forbes LLC with notifications on news.

Account