Institutional & Family Asset Management, LLC Berkshire Hathaway Inc Class B Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 3,182 shares of BRK-B stock, worth $1.38 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,182
Previous 2,838 12.12%
Holding current value
$1.38 Million
Previous $1.19 Million 8.47%
% of portfolio
0.15%
Previous 0.14%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
BUY
$396.73 - $420.24 $136,475 - $144,562
344 Added 12.12%
3,182 $1.29 Million
Q1 2024

May 08, 2024
SELL
$359.29 - $420.52 $359 - $420
-1 Reduced 0.04%
2,838 $1.19 Million
Q4 2023

Feb 06, 2024
BUY
$331.71 - $362.68 $2,653 - $2,901
8 Added 0.28%
2,839 $1.01 Million
Q2 2023

Aug 09, 2023
SELL
$309.07 - $341.0 $2,163 - $2,387
-7 Reduced 0.25%
2,831 $965,000
Q1 2023

May 08, 2023
BUY
$293.51 - $320.37 $9,098 - $9,931
31 Added 1.1%
2,838 $876,000
Q4 2022

Feb 08, 2023
BUY
$264.0 - $318.6 $264 - $318
1 Added 0.04%
2,807 $867,000
Q3 2022

Nov 07, 2022
BUY
$264.32 - $306.65 $27,489 - $31,891
104 Added 3.85%
2,806 $749,000
Q2 2022

Aug 08, 2022
SELL
$267.52 - $353.1 $143,658 - $189,614
-537 Reduced 16.58%
2,702 $738,000
Q1 2022

May 11, 2022
BUY
$300.79 - $359.57 $50,532 - $60,407
168 Added 5.47%
3,239 $1.14 Million
Q4 2021

Feb 14, 2022
SELL
$273.64 - $300.17 $28,458 - $31,217
-104 Reduced 3.28%
3,071 $918,000
Q3 2021

Nov 10, 2021
BUY
$272.66 - $291.28 $64,075 - $68,450
235 Added 7.99%
3,175 $867,000
Q2 2021

Aug 10, 2021
BUY
$258.2 - $292.52 $68,939 - $78,102
267 Added 9.99%
2,940 $817,000
Q1 2021

May 06, 2021
SELL
$227.36 - $263.99 $154,377 - $179,249
-679 Reduced 20.26%
2,673 $683,000
Q4 2020

Feb 03, 2021
SELL
$200.7 - $233.92 $82,889 - $96,608
-413 Reduced 10.97%
3,352 $777,000
Q3 2020

Oct 30, 2020
SELL
$177.99 - $221.68 $150,045 - $186,876
-843 Reduced 18.29%
3,765 $802,000
Q2 2020

Aug 14, 2020
SELL
$169.25 - $201.56 $149,786 - $178,380
-885 Reduced 16.11%
4,608 $823,000
Q1 2020

May 14, 2020
SELL
$162.13 - $230.2 $421,213 - $598,059
-2,598 Reduced 32.11%
5,493 $1 Million
Q4 2019

Feb 14, 2020
BUY
$203.1 - $227.05 $29,246 - $32,695
144 Added 1.81%
8,091 $1.83 Million
Q3 2019

Nov 14, 2019
SELL
$195.81 - $215.25 $570,786 - $627,453
-2,915 Reduced 26.84%
7,947 $1.65 Million
Q2 2019

Aug 14, 2019
SELL
$197.42 - $218.6 $483,284 - $535,132
-2,448 Reduced 18.39%
10,862 $2.32 Million
Q1 2019

May 13, 2019
SELL
$191.66 - $209.19 $224,433 - $244,961
-1,171 Reduced 8.09%
13,310 $2.67 Million
Q4 2018

Feb 14, 2019
SELL
$187.76 - $223.76 $445,554 - $530,982
-2,373 Reduced 14.08%
14,481 $2.96 Million
Q3 2018

Nov 13, 2018
SELL
$186.02 - $221.68 $1.79 Million - $2.13 Million
-9,612 Reduced 36.32%
16,854 $3.61 Million
Q2 2018

Aug 13, 2018
SELL
$184.91 - $201.2 $247,964 - $269,809
-1,341 Reduced 4.82%
26,466 $4.94 Million
Q1 2018

May 14, 2018
SELL
$191.42 - $217.25 $1.61 Million - $1.83 Million
-8,425 Reduced 23.25%
27,807 $5.55 Million
Q4 2017

Feb 14, 2018
SELL
$181.06 - $199.56 $223,065 - $245,857
-1,232 Reduced 3.29%
36,232 $7.18 Million
Q3 2017

Nov 14, 2017
BUY
$173.99 - $183.82 $61,418 - $64,888
353 Added 0.95%
37,464 $6.87 Million
Q2 2017

Aug 14, 2017
BUY
N/A
37,111
37,111 $6.29 Million

Others Institutions Holding BRK-B

# of Institutions
4,181
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.78M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $565B
More about BRK-B
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