Valeo Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 295,698 shares of BRK-B stock, worth $134 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares

295,698

Previous 299,563 1.29%

Holding current value

$134 Million

Previous $122 Million 11.68%

% of portfolio

3.57%

Previous 3.49%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$405.19 - $478.57 $1.57 Million - $1.85 Million	-3,865 Reduced 1.29%	295,698 $136 Million
Q2 2024 Jul 10, 2024	BUY	$396.73 - $420.24 $522,493 - $553,456	1,317 Added 0.44%	299,563 $122 Million
Q1 2024 Apr 25, 2024	SELL	$359.29 - $420.52 $258,688 - $302,774	-720 Reduced 0.24%	298,246 $125 Million
Q1 2024 Apr 19, 2024	BUY	$359.29 - $420.52 $3.35 Million - $3.92 Million	9,320 Added 3.22%	298,966 $126 Million
Q4 2023 Jan 29, 2024	BUY	$331.71 - $362.68 $1.61 Million - $1.76 Million	4,839 Added 1.7%	289,646 $103 Million
Q3 2023 Oct 19, 2023	BUY	$340.9 - $370.48 $3.55 Million - $3.86 Million	10,410 Added 3.79%	284,807 $99.8 Million
Q2 2023 Jul 14, 2023	SELL	$309.07 - $341.0 $52,541 - $57,970	-170 Reduced 0.06%	274,397 $93.6 Million
Q1 2023 Apr 17, 2023	BUY	$293.51 - $320.37 $1.05 Million - $1.15 Million	3,590 Added 1.32%	274,567 $84.8 Million
Q4 2022 Feb 09, 2023	BUY	$264.0 - $318.6 $1.25 Million - $1.51 Million	4,736 Added 1.78%	270,977 $83.7 Million
Q3 2022 Oct 31, 2022	BUY	$264.32 - $306.65 $21.4 Million - $24.9 Million	81,138 Added 43.83%	266,241 $29.2 Million
Q2 2022 Aug 03, 2022	SELL	$267.52 - $353.1 $805,235 - $1.06 Million	-3,010 Reduced 1.6%	185,103 $28.6 Million
Q1 2022 Apr 28, 2022	BUY	$300.79 - $359.57 $694,824 - $830,606	2,310 Added 1.24%	188,113 $38 Million
Q4 2021 Jan 07, 2022	BUY	$273.64 - $300.17 $138,188 - $151,585	505 Added 0.27%	185,803 $31.5 Million
Q3 2021 Nov 02, 2021	BUY	$272.66 - $291.28 $29,719 - $31,749	109 Added 0.06%	185,298 $28.6 Million
Q2 2021 Jul 22, 2021	BUY	$258.2 - $292.52 $224,892 - $254,784	871 Added 0.47%	185,189 $29.1 Million
Q1 2021 Apr 12, 2021	SELL	$227.36 - $263.99 $35.8 Million - $41.5 Million	-157,278 Reduced 46.04%	184,318 $26.5 Million
Q4 2020 Feb 11, 2021	BUY	$200.7 - $233.92 $50.1 Million - $58.4 Million	249,565 Added 271.17%	341,596 $23.2 Million
Q3 2020 Oct 28, 2020	BUY	$177.99 - $221.68 $889,772 - $1.11 Million	4,999 Added 5.74%	92,031 $19.6 Million
Q2 2020 Jul 20, 2020	SELL	$169.25 - $201.56 $102,734 - $122,346	-607 Reduced 0.69%	87,032 $15.5 Million
Q1 2020 Apr 13, 2020	BUY	$162.13 - $230.2 $1.46 Million - $2.08 Million	9,021 Added 11.47%	87,639 $17 Million
Q4 2019 Jan 24, 2020	SELL	$203.1 - $227.05 $112,517 - $125,785	-554 Reduced 0.7%	78,618 $17.8 Million
Q3 2019 Oct 15, 2019	BUY	$195.81 - $215.25 $83,806 - $92,127	428 Added 0.54%	79,172 $16.5 Million
Q2 2019 Jul 10, 2019	BUY	$197.42 - $218.6 $297,117 - $328,993	1,505 Added 1.95%	78,744 $16.8 Million
Q1 2019 Apr 12, 2019	BUY	$191.66 - $209.19 $152,944 - $166,933	798 Added 1.04%	77,239 $15.5 Million
Q4 2018 Jan 30, 2019	BUY	$187.76 - $223.76 $334,588 - $398,740	1,782 Added 2.39%	76,441 $15.6 Million
Q3 2018 Nov 01, 2018	BUY	$186.02 - $221.68 $1.78 Million - $2.12 Million	9,570 Added 14.7%	74,659 $15.3 Million
Q2 2018 Aug 14, 2018	BUY	$184.91 - $201.2 $1.79 Million - $1.95 Million	9,672 Added 17.45%	65,089 $13.4 Million
Q1 2018 Apr 12, 2018	BUY	$191.42 - $217.25 $335,176 - $380,404	1,751 Added 3.26%	55,417 $11.1 Million
Q4 2017 Feb 09, 2018	BUY	$181.06 - $199.56 $1.57 Million - $1.73 Million	8,676 Added 19.28%	53,666 $10.6 Million
Q3 2017 Nov 15, 2017	BUY	$173.99 - $183.82 $2,957 - $3,124	17 Added 0.04%	44,990 $8.25 Million
Q3 2017 Nov 14, 2017	BUY	$173.99 - $183.82 $7.82 Million - $8.27 Million	44,973	44,973 $8.24 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

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Valeo Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History