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

Heritage Financial Services, LLC

$678 Million
Q2 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 3,057 shares of BRK-B stock, worth $1.42 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,057

Previous 3,190 4.17%

Holding current value

$1.42 Million

Previous $1.34 Million 7.31%

% of portfolio

0.18%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,253

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $605B

More about BRK-B

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