Independent Family Office, LLC Berkshire Hathaway Inc Class B Transaction History

Independent Family Office, LLC

$197 Million
Q3 2024

A detailed history of Independent Family Office, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Independent Family Office, LLC holds 7,583 shares of BRK-B stock, worth $3.61 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

7,583

Previous 6,587 15.12%

Holding current value

$3.61 Million

Previous $2.68 Million 30.27%

% of portfolio

1.77%

Previous 1.53%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$405.19 - $478.57 $403,569 - $476,655	996 Added 15.12%	7,583 $3.49 Million
Q2 2024 Aug 14, 2024	SELL	$396.73 - $420.24 $441,560 - $467,727	-1,113 Reduced 14.45%	6,587 $2.68 Million
Q1 2024 Apr 29, 2024	BUY	$359.29 - $420.52 $428,632 - $501,680	1,193 Added 18.33%	7,700 $3.24 Million
Q4 2023 Jan 30, 2024	BUY	$331.71 - $362.68 $413,642 - $452,261	1,247 Added 23.71%	6,507 $2.32 Million
Q3 2023 Nov 01, 2023	BUY	$340.9 - $370.48 $33,408 - $36,307	98 Added 1.9%	5,260 $1.84 Million
Q2 2023 Jul 25, 2023	BUY	$309.07 - $341.0 $254,364 - $280,643	823 Added 18.97%	5,162 $1.76 Million
Q1 2023 May 04, 2023	BUY	$293.51 - $320.37 $376,866 - $411,355	1,284 Added 42.03%	4,339 $1.34 Million
Q4 2022 Feb 09, 2023	SELL	$264.0 - $318.6 $1,320 - $1,593	-5 Reduced 0.16%	3,055 $943,000
Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $113,393 - $131,552	-429 Reduced 12.3%	3,060 $817,000
Q2 2022 Aug 01, 2022	BUY	$267.52 - $353.1 $116,103 - $153,245	434 Added 14.21%	3,489 $953,000
Q4 2021 Feb 09, 2022	BUY	$273.64 - $300.17 $34,752 - $38,121	127 Added 4.34%	3,055 $913,000
Q2 2021 Aug 12, 2021	BUY	$258.2 - $292.52 $63,259 - $71,667	245 Added 9.13%	2,928 $814,000
Q1 2021 May 18, 2021	SELL	$227.36 - $263.99 $499,282 - $579,722	-2,196 Reduced 45.01%	2,683 $748,000
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $27,696 - $32,280	138 Added 2.91%	4,879 $1.13 Million
Q3 2020 Nov 16, 2020	SELL	$177.99 - $221.68 $4,093 - $5,098	-23 Reduced 0.48%	4,741 $1.01 Million
Q2 2020 Aug 13, 2020	SELL	$169.25 - $201.56 $11,001 - $13,101	-65 Reduced 1.35%	4,764 $850,000
Q1 2020 May 15, 2020	BUY	$162.13 - $230.2 $3,728 - $5,294	23 Added 0.48%	4,829 $883,000
Q4 2019 Feb 13, 2020	BUY	$203.1 - $227.05 $976,098 - $1.09 Million	4,806 New	4,806 $1.09 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $620B

More about BRK-B

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Independent Family Office, LLC Berkshire Hathaway Inc Class B Transaction History