Heritage Financial Services, LLC Berkshire Hathaway Inc Class B Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

A detailed history of Heritage Financial Services, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Financial Services, LLC holds 3,189 shares of BRK-B stock, worth $1.53 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,189
Previous 3,057 4.32%
Holding current value
$1.53 Million
Previous $1.24 Million 18.02%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Oct 23, 2024
BUY
$405.19 - $478.57 $53,485 - $63,171
132 Added 4.32%
3,189 $1.47 Million
Q2 2024

Jul 23, 2024
SELL
$396.73 - $420.24 $52,765 - $55,891
-133 Reduced 4.17%
3,057 $1.24 Million
Q1 2024

May 14, 2024
BUY
$359.29 - $420.52 $67,905 - $79,478
189 Added 6.3%
3,190 $1.34 Million
Q3 2023

Oct 19, 2023
BUY
$340.9 - $370.48 $85,225 - $92,620
250 Added 9.09%
3,001 $1.05 Million
Q1 2023

May 10, 2023
BUY
$293.51 - $320.37 $15,849 - $17,299
54 Added 2.0%
2,751 $849,000
Q4 2022

Jan 27, 2023
SELL
$264.0 - $318.6 $21,648 - $26,125
-82 Reduced 2.95%
2,697 $0
Q3 2022

Nov 03, 2022
SELL
$264.32 - $306.65 $416,304 - $482,973
-1,575 Reduced 36.17%
2,779 $742,000
Q2 2022

Jul 19, 2022
SELL
$267.52 - $353.1 $42,803 - $56,496
-160 Reduced 3.54%
4,354 $1.19 Million
Q1 2022

Aug 30, 2022
BUY
$300.79 - $359.57 $492,393 - $588,616
1,637 Added 56.9%
4,514 $1.59 Million
Q4 2021

Aug 26, 2022
BUY
$273.64 - $300.17 $787,262 - $863,589
2,877 New
2,877 $860,000

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

BRK-B Quotes by TradingView
  • 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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