Hcr Wealth Advisors Berkshire Hathaway Inc Class B Transaction History

Hcr Wealth Advisors

$658 Million
Q1 2024

A detailed history of Hcr Wealth Advisors transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Hcr Wealth Advisors holds 10,968 shares of BRK-B stock, worth $4.46 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

10,968

Previous 15,305 28.34%

Holding current value

$4.46 Million

Previous $5.46 Million 15.5%

% of portfolio

0.7%

Previous 0.86%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$359.29 - $420.52 $1.56 Million - $1.82 Million	-4,337 Reduced 28.34%	10,968 $4.61 Million
Q4 2023 Feb 09, 2024	BUY	$331.71 - $362.68 $1.33 Million - $1.45 Million	4,005 Added 35.44%	15,305 $5.46 Million
Q3 2023 Oct 20, 2023	SELL	$340.9 - $370.48 $155,791 - $169,309	-457 Reduced 3.89%	11,300 $3.96 Million
Q2 2023 Aug 09, 2023	SELL	$309.07 - $341.0 $158,861 - $175,274	-514 Reduced 4.19%	11,757 $4.01 Million
Q4 2022 Feb 13, 2023	SELL	$264.0 - $318.6 $13,200 - $15,930	-50 Reduced 0.41%	12,271 $3.79 Million

Q3 2022 Nov 07, 2022	SELL	$264.32 - $306.65 $66,080 - $76,662	-250 Reduced 1.99%	12,321 $3.29 Million
Q4 2021 Feb 04, 2022	SELL	$273.64 - $300.17 $13,682 - $15,008	-50 Reduced 0.4%	12,571 $3.76 Million
Q3 2021 Nov 02, 2021	BUY	$272.66 - $291.28 $10,088 - $10,777	37 Added 0.29%	12,621 $3.45 Million
Q2 2021 Jul 21, 2021	SELL	$258.2 - $292.52 $2,582 - $2,925	-10 Reduced 0.08%	12,584 $3.5 Million
Q1 2021 May 13, 2021	SELL	$227.36 - $263.99 $866,696 - $1.01 Million	-3,812 Reduced 23.24%	12,594 $3.22 Million
Q4 2020 Feb 04, 2021	BUY	$200.7 - $233.92 $356,041 - $414,974	1,774 Added 12.12%	16,406 $3.8 Million
Q3 2020 Nov 05, 2020	BUY	$177.99 - $221.68 $2.6 Million - $3.24 Million	14,632 New	14,632 $3.11 Million
Q2 2020 Jul 30, 2020	SELL	$169.25 - $201.56 $2.51 Million - $2.99 Million	-14,815 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$162.13 - $230.2 $2.4 Million - $3.41 Million	14,815 New	14,815 $2.71 Million
Q4 2019 Feb 07, 2020	SELL	$203.1 - $227.05 $2.98 Million - $3.33 Million	-14,681 Closed	0 $0
Q3 2019 Nov 07, 2019	SELL	$195.81 - $215.25 $216,174 - $237,636	-1,104 Reduced 6.99%	14,681 $3.06 Million
Q2 2019 Jul 25, 2019	BUY	$197.42 - $218.6 $200,578 - $222,097	1,016 Added 6.88%	15,785 $3.37 Million
Q1 2019 May 10, 2019	SELL	$191.66 - $209.19 $61,331 - $66,940	-320 Reduced 2.12%	14,769 $2.76 Million
Q3 2018 Nov 09, 2018	SELL	$186.02 - $221.68 $72,547 - $86,455	-390 Reduced 2.52%	15,089 $3.09 Million
Q2 2018 Aug 14, 2018	BUY	$184.91 - $201.2 $60,095 - $65,389	325 Added 2.14%	15,479 $2.93 Million
Q1 2018 May 15, 2018	BUY	$191.42 - $217.25 $1,531 - $1,738	8 Added 0.05%	15,154 $3.02 Million
Q4 2017 Feb 13, 2018	SELL	$181.06 - $199.56 $18,106 - $19,956	-100 Reduced 0.66%	15,146 $3 Million
Q3 2017 Nov 13, 2017	BUY	$173.99 - $183.82 $2.37 Million - $2.51 Million	13,646 Added 852.88%	15,246 $2.8 Million
Q2 2017 Aug 15, 2017	BUY	N/A	1,600	1,600 $271,000

Others Institutions Holding BRK-B

# of Institutions

4,161

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $529B

More about BRK-B

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Hcr Wealth Advisors Berkshire Hathaway Inc Class B Transaction History