A detailed history of Halpern Financial, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Halpern Financial, Inc. holds 2,953 shares of BRK-B stock, worth $1.35 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,953
Previous 3,101 4.77%
Holding current value
$1.35 Million
Previous $1.26 Billion 6.9%
% of portfolio
0.35%
Previous 0.35%

Shares

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

Oct 04, 2024

SELL
$405.19 - $478.57 $59,968 - $70,828
-148 Reduced 4.77%
2,953 $1.35 Billion
Q2 2024

Jul 08, 2024

BUY
$396.73 - $420.24 $14,679 - $15,548
37 Added 1.21%
3,101 $1.26 Billion
Q4 2023

Jan 19, 2024

BUY
$331.71 - $362.68 $1.01 Million - $1.1 Million
3,034 Added 10113.33%
3,064 $1.12 Billion
Q4 2022

Sep 21, 2023

SELL
$264.0 - $318.6 $11,352 - $13,699
-43 Reduced 58.9%
30 $9.27 Million
Q3 2022

Sep 21, 2023

BUY
$264.32 - $306.65 $2,378 - $2,759
9 Added 14.06%
73 $19.5 Million
Q2 2022

Sep 21, 2023

SELL
$267.52 - $353.1 $10,968 - $14,477
-41 Reduced 39.05%
64 $17.5 Million
Q4 2021

Sep 21, 2023

BUY
$273.64 - $300.17 $2,736 - $3,001
10 Added 10.53%
105 $31.4 Million
Q3 2021

Sep 21, 2023

SELL
$272.66 - $291.28 $6,816 - $7,281
-25 Reduced 20.83%
95 $25.9 Million
Q2 2021

Sep 21, 2023

BUY
$258.2 - $292.52 $6,455 - $7,313
25 Added 26.32%
120 $33.4 Million
Q1 2021

Sep 21, 2023

BUY
$227.36 - $263.99 $21,599 - $25,079
95 New
95 $24.3 Million

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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