Cbiz Investment Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History

Cbiz Investment Advisory Services, LLC

$1.93 Billion
Q3 2024

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 1,317 shares of BRK-B stock, worth $604,608. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,317

Previous 1,468 10.29%

Holding current value

$604,608

Previous $597,000 1.51%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$405.19 - $478.57 $61,183 - $72,264	-151 Reduced 10.29%	1,317 $606,000
Q1 2024 May 13, 2024	BUY	$359.29 - $420.52 $83,714 - $97,981	233 Added 18.87%	1,468 $617,000
Q4 2023 Feb 09, 2024	BUY	$331.71 - $362.68 $82,927 - $90,670	250 Added 25.38%	1,235 $440,000
Q3 2023 Nov 03, 2023	SELL	$340.9 - $370.48 $68,180 - $74,096	-200 Reduced 16.88%	985 $345,000
Q2 2023 Aug 08, 2023	SELL	$309.07 - $341.0 $30,907 - $34,100	-100 Reduced 7.78%	1,185 $404,000
Q1 2023 May 09, 2023	BUY	$293.51 - $320.37 $377,160 - $411,675	1,285 New	1,285 $396,000
Q2 2022 Aug 02, 2022	SELL	$267.52 - $353.1 $94,969 - $125,350	-355 Reduced 19.85%	1,433 $391,000
Q1 2022 May 03, 2022	BUY	$300.79 - $359.57 $94,448 - $112,904	314 Added 21.3%	1,788 $631,000
Q1 2021 May 17, 2021	SELL	$227.36 - $263.99 $59,340 - $68,901	-261 Reduced 15.04%	1,474 $377,000
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $27,295 - $31,813	136 Added 8.51%	1,735 $365,000
Q3 2020 Nov 13, 2020	BUY	$177.99 - $221.68 $35,775 - $44,557	201 Added 14.38%	1,599 $340,000
Q2 2020 Aug 14, 2020	SELL	$169.25 - $201.56 $116,782 - $139,076	-690 Reduced 33.05%	1,398 $250,000
Q4 2019 Feb 12, 2020	BUY	$203.1 - $227.05 $424,072 - $474,080	2,088 New	2,088 $473,000

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 $597B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Account

Cbiz Investment Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History