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

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 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 294,749 shares of BRK-B stock, worth $138 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares
294,749
Previous 295,698 0.32%
Holding current value
$138 Million
Previous $136 Million 1.83%
% of portfolio
3.37%
Previous 3.57%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$442.29 - $483.08 $419,733 - $458,442
-949 Reduced 0.32%
294,749 $134 Million
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
4,470
Shares Held
836M
Call Options Held
21.1M
Put Options Held
12.9M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $610B
More about BRK-B
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