A detailed history of Heritage Investment Group, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 4,437 shares of BRK-B stock, worth $1.94 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,437
Previous 4,437 -0.0%
Holding current value
$1.94 Million
Previous $1.87 Million 3.27%
% of portfolio
0.25%
Previous 0.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$359.29 - $420.52 $245,035 - $286,794
-682 Reduced 13.32%
4,437 $1.87 Million
Q4 2023

Feb 01, 2024

BUY
$331.71 - $362.68 $132,684 - $145,072
400 Added 8.48%
5,119 $1.83 Million
Q3 2023

Nov 03, 2023

BUY
$340.9 - $370.48 $846,113 - $919,531
2,482 Added 110.95%
4,719 $1.65 Million
Q2 2023

Jul 17, 2023

SELL
$309.07 - $341.0 $766,184 - $845,339
-2,479 Reduced 52.57%
2,237 $762,000
Q1 2023

May 02, 2023

BUY
$293.51 - $320.37 $714,696 - $780,100
2,435 Added 106.75%
4,716 $1.46 Million
Q4 2022

Feb 06, 2023

SELL
$264.0 - $318.6 $105,600 - $127,440
-400 Reduced 14.92%
2,281 $704,000
Q3 2022

Nov 07, 2022

BUY
$264.32 - $306.65 $105,728 - $122,659
400 Added 17.54%
2,681 $716,000
Q1 2022

May 03, 2022

SELL
$300.79 - $359.57 $34,290 - $40,990
-114 Reduced 4.76%
2,281 $805,000
Q4 2021

Feb 09, 2022

BUY
$273.64 - $300.17 $655,367 - $718,907
2,395 New
2,395 $716,000

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 $569B
More about BRK-B
Track This Portfolio

Track Heritage Investment Group, Inc. Portfolio

Follow Heritage Investment Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Investment Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Investment Group, Inc. with notifications on news.