Goal Vest Advisory LLC Berkshire Hathaway Inc Class B Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Goal Vest Advisory LLC holds 5,784 shares of BRK-B stock, worth $2.77 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

5,784

Previous 5,493 5.3%

Holding current value

$2.77 Million

Previous $2.23 Million 19.16%

% of portfolio

0.8%

Previous 0.72%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$405.19 - $478.57 $117,910 - $139,263	291 Added 5.3%	5,784 $2.66 Million
Q2 2024 Jul 30, 2024	SELL	$396.73 - $420.24 $307,862 - $326,106	-776 Reduced 12.38%	5,493 $2.23 Million
Q1 2024 Apr 15, 2024	SELL	$359.29 - $420.52 $73,295 - $85,786	-204 Reduced 3.15%	6,269 $2.64 Million
Q4 2023 Jan 02, 2024	BUY	$331.71 - $362.68 $146,947 - $160,667	443 Added 7.35%	6,473 $2.31 Million
Q3 2023 Oct 10, 2023	SELL	$340.9 - $370.48 $28,294 - $30,749	-83 Reduced 1.36%	6,030 $2.11 Million
Q2 2023 Jul 17, 2023	SELL	$309.07 - $341.0 $61,195 - $67,518	-198 Reduced 3.14%	6,113 $2.08 Million
Q1 2023 Apr 03, 2023	SELL	$293.51 - $320.37 $39,036 - $42,609	-133 Reduced 2.06%	6,311 $1.95 Million
Q4 2022 Jan 06, 2023	BUY	$264.0 - $318.6 $324,720 - $391,878	1,230 Added 23.59%	6,444 $0
Q3 2022 Oct 11, 2022	SELL	$264.32 - $306.65 $601,592 - $697,935	-2,276 Reduced 30.39%	5,214 $1.39 Million
Q2 2022 Jul 06, 2022	BUY	$267.52 - $353.1 $7,490 - $9,886	28 Added 0.38%	7,490 $2.07 Million
Q1 2022 May 03, 2022	SELL	$300.79 - $359.57 $45,419 - $54,295	-151 Reduced 1.98%	7,462 $2.63 Million
Q2 2021 Sep 01, 2021	BUY	$258.2 - $292.52 $292,282 - $331,132	1,132 Added 17.47%	7,613 $2.12 Million
Q1 2021 May 13, 2021	BUY	$227.36 - $263.99 $89,352 - $103,748	393 Added 6.46%	6,481 $1.66 Million
Q4 2020 Jan 28, 2021	BUY	$200.7 - $233.92 $1.22 Million - $1.42 Million	6,088 New	6,088 $1.41 Million

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

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 $623B

More about BRK-B

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Goal Vest Advisory LLC Berkshire Hathaway Inc Class B Transaction History