A detailed history of Sovereign Financial Group, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 2,904 shares of BRK-B stock, worth $1.33 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,904
Previous 2,885 0.66%
Holding current value
$1.33 Million
Previous $1.17 Million 13.9%
% of portfolio
0.32%
Previous 0.3%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$405.19 - $478.57 $7,698 - $9,092
19 Added 0.66%
2,904 $1.34 Million
Q2 2024

Jul 15, 2024

SELL
$396.73 - $420.24 $234,864 - $248,782
-592 Reduced 17.03%
2,885 $1.17 Million
Q1 2024

Apr 15, 2024

BUY
$359.29 - $420.52 $89,103 - $104,288
248 Added 7.68%
3,477 $1.46 Million
Q4 2023

Feb 06, 2024

BUY
$331.71 - $362.68 $37,483 - $40,982
113 Added 3.63%
3,229 $1.15 Million
Q3 2023

Nov 03, 2023

BUY
$340.9 - $370.48 $6,818 - $7,409
20 Added 0.65%
3,116 $1.09 Million
Q2 2023

Jul 31, 2023

BUY
$309.07 - $341.0 $17,926 - $19,778
58 Added 1.91%
3,096 $1.06 Million
Q1 2023

May 04, 2023

SELL
$293.51 - $320.37 $20,839 - $22,746
-71 Reduced 2.28%
3,038 $938,000
Q4 2022

Feb 13, 2023

BUY
$264.0 - $318.6 $131,736 - $158,981
499 Added 19.12%
3,109 $960,000
Q3 2022

Nov 14, 2022

SELL
$264.32 - $306.65 $35,683 - $41,397
-135 Reduced 4.92%
2,610 $697,000
Q2 2022

Aug 15, 2022

SELL
$267.52 - $353.1 $124,396 - $164,191
-465 Reduced 14.49%
2,745 $749,000
Q1 2022

May 16, 2022

BUY
$300.79 - $359.57 $4,812 - $5,753
16 Added 0.5%
3,210 $1.13 Million
Q4 2021

Feb 15, 2022

BUY
$273.64 - $300.17 $228,489 - $250,641
835 Added 35.4%
3,194 $955,000
Q3 2021

Nov 12, 2021

SELL
$272.66 - $291.28 $22,903 - $24,467
-84 Reduced 3.44%
2,359 $644,000
Q1 2021

May 17, 2021

BUY
$227.36 - $263.99 $195,756 - $227,295
861 Added 54.42%
2,443 $624,000
Q4 2020

Feb 16, 2021

BUY
$200.7 - $233.92 $317,507 - $370,061
1,582 New
1,582 $367,000

Others Institutions Holding BRK-B

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
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