Venturi Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Venturi Wealth Management, LLC

  • $1.96 Billion
  • Q3 2025

A detailed history of Venturi Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 7,497 shares of BRK-B stock, worth $3.58 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,497
Previous 7,116 5.35%
Holding current value
$3.58 Million
Previous $3.46 Million 9.06%
% of portfolio
0.19%
Previous 0.19%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$459.11 - $506.91 $174,920 - $193,132
381 Added 5.35%
7,497 $3.77 Million
Q2 2025

Jul 23, 2025
BUY
$483.48 - $539.8 $185,656 - $207,283
384 Added 5.7%
7,116 $3.46 Million
Q1 2025

May 06, 2025
BUY
$442.66 - $534.52 $214,690 - $259,242
485 Added 7.76%
6,732 $3.59 Million
Q4 2024

Jan 31, 2025
BUY
$442.29 - $483.08 $386,561 - $422,211
874 Added 16.27%
6,247 $2.83 Million
Q3 2024

Nov 04, 2024
BUY
$405.19 - $478.57 $94,409 - $111,506
233 Added 4.53%
5,373 $2.47 Million
Q2 2024

Jul 19, 2024
BUY
$396.73 - $420.24 $613,741 - $650,111
1,547 Added 43.06%
5,140 $2.09 Million
Q1 2024

Apr 23, 2024
BUY
$359.29 - $420.52 $133,655 - $156,433
372 Added 11.55%
3,593 $1.51 Million
Q4 2023

Jan 23, 2024
SELL
$331.71 - $362.68 $882,680 - $965,091
-2,661 Reduced 45.24%
3,221 $1.15 Million
Q3 2023

Nov 02, 2023
BUY
$340.9 - $370.48 $23,181 - $25,192
68 Added 1.17%
5,882 $2.06 Million
Q2 2023

Jul 24, 2023
SELL
$309.07 - $341.0 $1.41 Million - $1.56 Million
-4,569 Reduced 44.0%
5,814 $1.98 Million
Q1 2023

May 02, 2023
BUY
$293.51 - $320.37 $58,702 - $64,074
200 Added 1.96%
10,383 $3.21 Million
Q4 2022

Jan 31, 2023
BUY
$264.0 - $318.6 $1.9 Million - $2.29 Million
7,203 Added 241.71%
10,183 $3.15 Million
Q3 2022

Nov 14, 2022
BUY
$264.32 - $306.65 $50,220 - $58,263
190 Added 6.81%
2,980 $795,000
Q1 2022

May 13, 2022
BUY
$300.79 - $359.57 $468,330 - $559,850
1,557 Added 126.28%
2,790 $985,000
Q4 2021

Feb 08, 2022
SELL
$273.64 - $300.17 $119,307 - $130,874
-436 Reduced 26.12%
1,233 $368,000
Q3 2021

Oct 19, 2021
SELL
$272.66 - $291.28 $211,311 - $225,741
-775 Reduced 31.71%
1,669 $456,000
Q4 2020

Jan 28, 2021
SELL
$200.7 - $233.92 $18,865 - $21,988
-94 Reduced 3.7%
2,444 $567,000
Q3 2020

Nov 03, 2020
SELL
$177.99 - $221.68 $34,708 - $43,227
-195 Reduced 7.14%
2,538 $540,000
Q2 2020

Aug 05, 2020
SELL
$169.25 - $201.56 $364,733 - $434,361
-2,155 Reduced 44.09%
2,733 $488,000
Q1 2020

May 15, 2020
BUY
$162.13 - $230.2 $792,491 - $1.13 Million
4,888 New
4,888 $894,000
Q1 2020

May 15, 2020
SELL
$162.13 - $230.2 $805,786 - $1.14 Million
-4,970 Closed
0 $0
Q4 2019

Jan 27, 2020
BUY
$203.1 - $227.05 $76,162 - $85,143
375 Added 8.16%
4,970 $1.13 Million
Q3 2019

Oct 29, 2019
SELL
$195.81 - $215.25 $324,848 - $357,099
-1,659 Reduced 26.53%
4,595 $956,000
Q2 2019

Aug 07, 2019
BUY
$197.42 - $218.6 $33,758 - $37,380
171 Added 2.81%
6,254 $1.33 Million
Q1 2019

May 14, 2019
BUY
$191.66 - $209.19 $12,266 - $13,388
64 Added 1.06%
6,083 $1.25 Million
Q4 2018

Feb 12, 2019
BUY
$187.76 - $223.76 $873,084 - $1.04 Million
4,650 Added 339.66%
6,019 $1.15 Million
Q1 2018

May 09, 2018
SELL
$191.42 - $217.25 $7,273 - $8,255
-38 Reduced 2.7%
1,369 $273,000
Q4 2017

Feb 13, 2018
SELL
$181.06 - $199.56 $7,604 - $8,381
-42 Reduced 2.9%
1,407 $279,000
Q3 2017

Nov 14, 2017
BUY
$173.99 - $183.82 $252,111 - $266,355
1,449
1,449 $269,000

Others Institutions Holding BRK-B

# of Institutions
5,076
Shares Held
882M
Call Options Held
17.4M
Put Options Held
13.1M
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 $621B
More about BRK-B
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