A detailed history of Highland Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 933 shares of BRK-B stock, worth $452,505. This represents 0.15% of its overall portfolio holdings.

Number of Shares
933
Previous 1,099 15.1%
Holding current value
$452,505
Previous $577,000 21.49%
% of portfolio
0.15%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025

SELL
$483.48 - $539.8 $80,257 - $89,606
-166 Reduced 15.1%
933 $453,000
Q1 2025

Apr 08, 2025

SELL
$442.66 - $534.52 $212,034 - $256,035
-479 Reduced 30.35%
1,099 $577,000
Q4 2024

Jan 30, 2025

BUY
$442.29 - $483.08 $447,155 - $488,393
1,011 Added 178.31%
1,578 $715,000
Q3 2024

Oct 30, 2024

SELL
$405.19 - $478.57 $34,035 - $40,199
-84 Reduced 12.9%
567 $261,000
Q2 2024

Jul 17, 2024

BUY
$396.73 - $420.24 $258,271 - $273,576
651 New
651 $265,000

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 $631B
More about BRK-B
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