Independent Advisor Alliance Berkshire Hathaway Inc Class B Transaction History

Independent Advisor Alliance

$2.74 Billion
Q1 2024

A detailed history of Independent Advisor Alliance transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Independent Advisor Alliance holds 77,197 shares of BRK-B stock, worth $31.3 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

77,197

Previous 73,315 5.29%

Holding current value

$31.3 Million

Previous $26.1 Million 24.15%

% of portfolio

1.18%

Previous 0.94%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$359.29 - $420.52 $1.39 Million - $1.63 Million	3,882 Added 5.29%	77,197 $32.5 Million
Q4 2023 Feb 08, 2024	BUY	$331.71 - $362.68 $899,929 - $983,950	2,713 Added 3.84%	73,315 $26.1 Million
Q3 2023 Oct 24, 2023	SELL	$340.9 - $370.48 $3.3 Million - $3.59 Million	-9,677 Reduced 12.05%	70,602 $24.7 Million
Q2 2023 Jul 28, 2023	SELL	$309.07 - $341.0 $508,420 - $560,945	-1,645 Reduced 2.01%	80,279 $27.4 Million
Q1 2023 May 12, 2023	BUY	$293.51 - $320.37 $76,899 - $83,936	262 Added 0.32%	81,924 $25.3 Million

Q4 2022 Feb 13, 2023	SELL	$264.0 - $318.6 $37,224 - $44,922	-141 Reduced 0.17%	81,662 $25.2 Million
Q3 2022 Nov 04, 2022	SELL	$264.32 - $306.65 $390,929 - $453,535	-1,479 Reduced 1.78%	81,803 $21.8 Million
Q2 2022 Aug 04, 2022	BUY	$267.52 - $353.1 $1.61 Million - $2.13 Million	6,035 Added 7.81%	83,282 $22.7 Million
Q1 2022 May 06, 2022	BUY	$300.79 - $359.57 $536,308 - $641,113	1,783 Added 2.36%	77,247 $27.3 Million
Q4 2021 Feb 11, 2022	BUY	$273.64 - $300.17 $1.37 Million - $1.5 Million	4,993 Added 7.09%	75,464 $22.6 Million
Q3 2021 Nov 01, 2021	BUY	$272.66 - $291.28 $948,584 - $1.01 Million	3,479 Added 5.19%	70,471 $19.2 Million
Q2 2021 Aug 12, 2021	BUY	$258.2 - $292.52 $65,841 - $74,592	255 Added 0.38%	66,992 $18.6 Million
Q1 2021 May 14, 2021	BUY	$227.36 - $263.99 $792,349 - $920,005	3,485 Added 5.51%	66,737 $17 Million
Q4 2020 Feb 11, 2021	BUY	$200.7 - $233.92 $299,444 - $349,008	1,492 Added 2.42%	63,252 $14.7 Million
Q3 2020 Nov 04, 2020	SELL	$177.99 - $221.68 $1.08 Million - $1.35 Million	-6,076 Reduced 8.96%	61,760 $13.2 Million
Q2 2020 Aug 06, 2020	BUY	$169.25 - $201.56 $1.06 Million - $1.26 Million	6,264 Added 10.17%	67,836 $12.1 Million
Q1 2020 May 14, 2020	BUY	$162.13 - $230.2 $983,966 - $1.4 Million	6,069 Added 10.93%	61,572 $11.3 Million
Q4 2019 Feb 07, 2020	BUY	$203.1 - $227.05 $377,766 - $422,313	1,860 Added 3.47%	55,503 $12.6 Million
Q3 2019 Nov 12, 2019	BUY	$195.81 - $215.25 $480,321 - $528,008	2,453 Added 4.79%	53,643 $11.2 Million
Q2 2019 Aug 12, 2019	BUY	$197.42 - $218.6 $1.22 Million - $1.35 Million	6,175 Added 13.72%	51,190 $10.5 Million
Q1 2019 May 07, 2019	BUY	$191.66 - $209.19 $3.48 Million - $3.8 Million	18,158 Added 67.61%	45,015 $9.04 Million
Q4 2018 Feb 12, 2019	BUY	$187.76 - $223.76 $1.4 Million - $1.67 Million	7,478 Added 38.59%	26,857 $5.48 Million
Q3 2018 Nov 13, 2018	BUY	$186.02 - $221.68 $364,785 - $434,714	1,961 Added 11.26%	19,379 $4.11 Million
Q2 2018 Aug 08, 2018	SELL	$184.91 - $201.2 $581,911 - $633,176	-3,147 Reduced 15.3%	17,418 $3.22 Million
Q1 2018 May 15, 2018	BUY	$191.42 - $217.25 $214,007 - $242,885	1,118 Added 5.75%	20,565 $4.01 Million
Q4 2017 Feb 14, 2018	BUY	$181.06 - $199.56 $746,510 - $822,785	4,123 Added 26.91%	19,447 $3.94 Million
Q3 2017 Nov 15, 2017	SELL	$173.99 - $183.82 $15,311 - $16,176	-88 Reduced 0.57%	15,324 $2.87 Million
Q2 2017 Aug 14, 2017	BUY	N/A	15,412	15,412 $2.62 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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Independent Advisor Alliance Berkshire Hathaway Inc Class B Transaction History