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 $2.44 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
5,107
Previous 5,611 8.98%
Holding current value
$2.44 Million
Previous $2.99 Million 17.0%
% of portfolio
0.44%
Previous 0.56%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $622B
More about BRK-B
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