Bartlett & Co. Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 410,560 shares of BRK-B stock, worth $205 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

410,560

Previous 410,119 0.11%

Holding current value

$205 Million

Previous $189 Billion 1.41%

% of portfolio

2.7%

Previous 2.71%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$442.29 - $483.08 $195,049 - $213,038	441 Added 0.11%	410,560 $186 Billion
Q3 2024 Oct 17, 2024	SELL	$405.19 - $478.57 $3.62 Million - $4.27 Million	-8,922 Reduced 2.13%	410,119 $189 Billion
Q2 2024 Jul 12, 2024	BUY	$396.73 - $420.24 $1.87 Million - $1.98 Million	4,707 Added 1.14%	419,041 $170 Billion
Q1 2024 May 09, 2024	SELL	$359.29 - $420.52 $879,182 - $1.03 Million	-2,447 Reduced 0.59%	414,334 $174 Billion
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $578,502 - $632,513	1,744 Added 0.42%	416,781 $149 Billion
Q3 2023 Feb 14, 2024	BUY	$340.9 - $370.48 $582,257 - $632,779	1,708 Added 0.41%	415,037 $145 Billion
Q2 2023 Feb 14, 2024	BUY	$309.07 - $341.0 $403,645 - $445,346	1,306 Added 0.32%	413,329 $141 Billion
Q1 2023 Feb 14, 2024	SELL	$293.51 - $320.37 $1.95 Million - $2.13 Million	-6,643 Reduced 1.59%	412,023 $127 Billion
Q4 2022 Feb 14, 2024	BUY	$264.0 - $318.6 $153,648 - $185,425	582 Added 0.14%	418,666 $129 Billion
Q3 2022 Feb 14, 2024	BUY	$264.32 - $306.65 $3.62 Million - $4.2 Million	13,696 Added 3.39%	418,084 $112 Billion
Q2 2022 Feb 14, 2024	SELL	$267.52 - $353.1 $3.01 Million - $3.97 Million	-11,250 Reduced 2.71%	404,388 $110 Billion
Q1 2022 Feb 14, 2024	BUY	$300.79 - $359.57 $20.9 Million - $25 Million	69,619 Added 20.12%	415,638 $147 Billion
Q4 2021 Feb 14, 2024	SELL	$273.64 - $300.17 $18 Million - $19.8 Million	-65,951 Reduced 16.01%	346,019 $103 Billion
Q3 2021 Feb 13, 2024	SELL	$272.66 - $291.28 $3.71 Million - $3.97 Million	-13,621 Reduced 3.2%	411,970 $112 Billion
Q2 2021 Feb 13, 2024	SELL	$258.2 - $292.52 $4.06 Million - $4.6 Million	-15,732 Reduced 3.56%	425,591 $118 Billion
Q1 2021 Feb 13, 2024	SELL	$227.36 - $263.99 $548,619 - $637,007	-2,413 Reduced 0.54%	441,323 $113 Billion
Q4 2020 Feb 13, 2024	SELL	$200.7 - $233.92 $234,216 - $272,984	-1,167 Reduced 0.26%	443,736 $103 Billion
Q3 2020 Feb 13, 2024	SELL	$177.99 - $221.68 $1.28 Million - $1.6 Million	-7,219 Reduced 1.6%	444,903 $94.7 Billion
Q2 2020 Feb 13, 2024	SELL	$169.25 - $201.56 $1.52 Million - $1.81 Million	-8,974 Reduced 1.95%	452,122 $80.7 Billion
Q1 2020 Feb 13, 2024	SELL	$162.13 - $230.2 $708,021 - $1.01 Million	-4,367 Reduced 0.94%	461,096 $84.3 Billion
Q4 2019 Feb 13, 2024	SELL	$203.1 - $227.05 $208,177 - $232,726	-1,025 Reduced 0.22%	465,463 $105 Billion
Q3 2019 Feb 13, 2024	BUY	$195.81 - $215.25 $28.4 Million - $31.2 Million	144,972 Added 45.09%	466,488 $97 Billion
Q2 2019 Feb 13, 2024	SELL	$197.42 - $218.6 $168,596 - $186,684	-854 Reduced 0.26%	321,516 $68.5 Billion
Q1 2019 Feb 13, 2024	SELL	$191.66 - $209.19 $1.61 Million - $1.76 Million	-8,394 Reduced 2.54%	322,370 $64.8 Billion
Q4 2018 Feb 13, 2024	BUY	$187.76 - $223.76 $1.45 Million - $1.73 Million	7,731 Added 2.39%	330,764 $67.5 Billion
Q3 2018 Feb 13, 2024	SELL	$186.02 - $221.68 $69,571 - $82,908	-374 Reduced 0.12%	323,033 $69.2 Billion
Q2 2018 Feb 13, 2024	SELL	$184.91 - $201.2 $794,558 - $864,556	-4,297 Reduced 1.31%	323,407 $60.4 Billion
Q1 2018 Feb 13, 2024	BUY	$191.42 - $217.25 $62.7 Million - $71.2 Million	327,704 New	327,704 $65.4 Billion

Others Institutions Holding BRK-B

# of Institutions

4,787

Shares Held

864M

Call Options Held

21.4M

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 $650B

More about BRK-B

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Bartlett & Co. Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History