Hillcrest Wealth Advisors Ny, LLC Berkshire Hathaway Inc Class B Transaction History

Hillcrest Wealth Advisors Ny, LLC

$185 Million
Q1 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 11,990 shares of BRK-B stock, worth $4.92 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

11,990

Previous 13,180 9.03%

Holding current value

$4.92 Million

Previous $4.7 Million 7.28%

% of portfolio

2.73%

Previous 2.59%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$359.29 - $420.52 $427,555 - $500,418	-1,190 Reduced 9.03%	11,990 $5.04 Million
Q2 2023 Jul 31, 2023	SELL	$309.07 - $341.0 $123,628 - $136,400	-400 Reduced 2.95%	13,180 $4.49 Million
Q4 2022 Feb 08, 2023	BUY	$264.0 - $318.6 $12,672 - $15,292	48 Added 0.35%	13,580 $4.19 Million
Q3 2022 Nov 03, 2022	SELL	$264.32 - $306.65 $39,648 - $45,997	-150 Reduced 1.1%	13,532 $3.61 Million
Q1 2022 May 09, 2022	SELL	$300.79 - $359.57 $375,987 - $449,462	-1,250 Reduced 8.37%	13,682 $4.83 Million

Q4 2021 Feb 04, 2022	SELL	$273.64 - $300.17 $410,460 - $450,255	-1,500 Reduced 9.13%	14,932 $4.47 Million
Q2 2021 Aug 03, 2021	SELL	$258.2 - $292.52 $180,223 - $204,178	-698 Reduced 4.07%	16,432 $4.57 Million
Q1 2021 Apr 28, 2021	SELL	$227.36 - $263.99 $547,937 - $636,215	-2,410 Reduced 12.33%	17,130 $4.38 Million
Q4 2020 Feb 03, 2021	SELL	$200.7 - $233.92 $2.07 Million - $2.41 Million	-10,291 Reduced 34.5%	19,540 $4.53 Million
Q3 2020 Oct 21, 2020	BUY	$177.99 - $221.68 $5.31 Million - $6.61 Million	29,831 New	29,831 $6.35 Million

Others Institutions Holding BRK-B

# of Institutions

4,169

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 $534B

More about BRK-B

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Hillcrest Wealth Advisors Ny, LLC Berkshire Hathaway Inc Class B Transaction History