Heritage Wealth Advisors Berkshire Hathaway Inc Class B Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Wealth Advisors holds 127,870 shares of BRK-B stock, worth $51.9 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares

127,870

Previous 124,573 2.65%

Holding current value

$51.9 Million

Previous $44.4 Million 21.02%

% of portfolio

1.98%

Previous 2.26%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$359.29 - $420.52 $1.18 Million - $1.39 Million	3,297 Added 2.65%	127,870 $53.8 Million
Q4 2023 Feb 09, 2024	SELL	$331.71 - $362.68 $2.13 Million - $2.32 Million	-6,407 Reduced 4.89%	124,573 $44.4 Million
Q3 2023 Nov 08, 2023	BUY	$340.9 - $370.48 $558,053 - $606,475	1,637 Added 1.27%	130,980 $45.9 Million
Q2 2023 Aug 09, 2023	BUY	$309.07 - $341.0 $354,503 - $391,127	1,147 Added 0.89%	129,343 $44.1 Million
Q1 2023 May 04, 2023	BUY	$293.51 - $320.37 $1.48 Million - $1.61 Million	5,028 Added 4.08%	128,196 $39.6 Million

Q4 2022 Feb 06, 2023	BUY	$264.0 - $318.6 $1.28 Million - $1.55 Million	4,866 Added 4.11%	123,168 $38 Million
Q3 2022 Nov 10, 2022	BUY	$264.32 - $306.65 $2.25 Million - $2.61 Million	8,515 Added 7.76%	118,302 $31.6 Million
Q2 2022 Aug 04, 2022	SELL	$267.52 - $353.1 $414,120 - $546,598	-1,548 Reduced 1.39%	109,787 $30 Million
Q1 2022 May 11, 2022	BUY	$300.79 - $359.57 $1.93 Million - $2.31 Million	6,431 Added 6.13%	111,335 $39.3 Million
Q4 2021 Feb 02, 2022	BUY	$273.64 - $300.17 $4.01 Million - $4.4 Million	14,670 Added 16.26%	104,904 $31.4 Million
Q3 2021 Nov 02, 2021	BUY	$272.66 - $291.28 $395,357 - $422,355	1,450 Added 1.63%	90,234 $24.6 Million
Q2 2021 Aug 09, 2021	BUY	$258.2 - $292.52 $4.91 Million - $5.56 Million	19,024 Added 27.27%	88,784 $24.7 Million
Q2 2021 Jul 27, 2021	SELL	$258.2 - $292.52 $2.89 Million - $3.28 Million	-11,209 Reduced 13.84%	69,760 $16.2 Million
Q1 2021 Apr 27, 2021	BUY	$227.36 - $263.99 $2.55 Million - $2.96 Million	11,209 Added 16.07%	80,969 $20.7 Million
Q4 2020 Feb 01, 2021	BUY	$200.7 - $233.92 $1.57 Million - $1.82 Million	7,801 Added 12.59%	69,760 $16.2 Million
Q3 2020 Nov 03, 2020	SELL	$177.99 - $221.68 $211,630 - $263,577	-1,189 Reduced 1.88%	61,959 $13.2 Million
Q2 2020 Jul 17, 2020	BUY	$169.25 - $201.56 $10.5 Million - $12.5 Million	61,875 Added 4860.57%	63,148 $11.3 Million
Q2 2020 Jul 17, 2020	SELL	$169.25 - $201.56 $6.32 Million - $7.53 Million	-37,365 Reduced 96.71%	1,273 $11.3 Million
Q1 2020 May 05, 2020	BUY	$162.13 - $230.2 $1.6 Million - $2.27 Million	9,879 Added 34.35%	38,638 $7.06 Million
Q4 2019 Feb 04, 2020	BUY	$203.1 - $227.05 $496,173 - $554,683	2,443 Added 9.28%	28,759 $6.51 Million
Q3 2019 Oct 30, 2019	BUY	$195.81 - $215.25 $652,047 - $716,782	3,330 Added 14.49%	26,316 $5.47 Million
Q2 2019 Aug 05, 2019	BUY	$197.42 - $218.6 $285,074 - $315,658	1,444 Added 6.7%	22,986 $0
Q1 2019 May 06, 2019	BUY	$191.66 - $209.19 $684,801 - $747,435	3,573 Added 19.88%	21,542 $0
Q4 2018 Jan 28, 2019	BUY	$187.76 - $223.76 $77,169 - $91,965	411 Added 2.34%	17,969 $3.67 Million
Q3 2018 Nov 14, 2018	BUY	$186.02 - $221.68 $135,794 - $161,826	730 Added 4.34%	17,558 $3.76 Million
Q2 2018 Jul 19, 2018	BUY	$184.91 - $201.2 $78,586 - $85,510	425 Added 2.59%	16,828 $3.14 Million
Q1 2018 May 10, 2018	BUY	$191.42 - $217.25 $144,330 - $163,806	754 Added 4.82%	16,403 $3.27 Million
Q4 2017 Feb 02, 2018	BUY	$181.06 - $199.56 $282,091 - $310,914	1,558 Added 11.06%	15,649 $3.11 Million
Q3 2017 Nov 07, 2017	BUY	$173.99 - $183.82 $2.45 Million - $2.59 Million	14,091	14,091 $2.58 Million

Others Institutions Holding BRK-B

# of Institutions

4,165

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $528B

More about BRK-B

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Heritage Wealth Advisors Berkshire Hathaway Inc Class B Transaction History