Heritage Investment Group, Inc. Berkshire Hathaway Inc Class B Transaction History

Heritage Investment Group, Inc.

$569 Million
Q2 2025

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 5,107 shares of BRK-B stock, worth $2.48 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

5,107

Previous 5,611 8.98%

Holding current value

$2.48 Million

Previous $2.99 Million 17.0%

% of portfolio

0.44%

Previous 0.56%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$483.48 - $539.8 $243,673 - $272,059	-504 Reduced 8.98%	5,107 $2.48 Million
Q1 2025 Apr 25, 2025	SELL	$442.66 - $534.52 $231,068 - $279,019	-522 Reduced 8.51%	5,611 $2.99 Million
Q4 2024 Jan 28, 2025	BUY	$442.29 - $483.08 $1.53 Million - $1.67 Million	3,463 Added 129.7%	6,133 $2.78 Million
Q3 2024 Nov 06, 2024	SELL	$405.19 - $478.57 $715,970 - $845,633	-1,767 Reduced 39.82%	2,670 $1.23 Million
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

# of Institutions

4,972

Shares Held

900M

Call Options Held

19.4M

Put Options Held

12.1M

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 $631B

More about BRK-B

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Heritage Investment Group, Inc. Berkshire Hathaway Inc Class B Transaction History