Jackson, Grant Investment Advisers, Inc. Berkshire Hathaway Inc Class B Transaction History

Jackson, Grant Investment Advisers, Inc.

$265 Million
Q3 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 3,946 shares of BRK-B stock, worth $1.88 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

3,946

Previous 3,946 -0.0%

Holding current value

$1.88 Million

Previous $1.61 Million 13.15%

% of portfolio

0.69%

Previous 0.65%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$396.73 - $420.24 $56,335 - $59,674	-142 Reduced 3.47%	3,946 $1.61 Million
Q1 2023 May 02, 2023	BUY	$293.51 - $320.37 $40,504 - $44,211	138 Added 3.49%	4,088 $1.26 Million
Q3 2021 Oct 13, 2021	BUY	$272.66 - $291.28 $43,625 - $46,604	160 Added 4.22%	3,950 $1.08 Million
Q2 2021 Jul 15, 2021	BUY	$258.2 - $292.52 $1,291 - $1,462	5 Added 0.13%	3,790 $1.05 Million
Q1 2021 Apr 22, 2021	BUY	$227.36 - $263.99 $9,094 - $10,559	40 Added 1.07%	3,785 $967,000
Q1 2020 May 12, 2020	SELL	$162.13 - $230.2 $112,680 - $159,989	-695 Reduced 15.65%	3,745 $685,000
Q4 2019 Feb 05, 2020	SELL	$203.1 - $227.05 $33,308 - $37,236	-164 Reduced 3.56%	4,440 $1.01 Million
Q1 2019 May 07, 2019	SELL	$191.66 - $209.19 $77,622 - $84,721	-405 Reduced 8.09%	4,604 $925,000
Q4 2018 Jan 23, 2019	BUY	$187.76 - $223.76 $30,792 - $36,696	164 Added 3.38%	5,009 $1.02 Million
Q1 2018 May 14, 2018	BUY	$191.42 - $217.25 $9,379 - $10,645	49 Added 1.02%	4,845 $966,000
Q4 2017 Feb 01, 2018	BUY	$181.06 - $199.56 $190,113 - $209,538	1,050 Added 28.03%	4,796 $951,000
Q3 2017 Nov 14, 2017	BUY	$173.99 - $183.82 $221,141 - $233,635	1,271 Added 51.35%	3,746 $687,000
Q2 2017 Aug 10, 2017	BUY	N/A	2,475	2,475 $419,000

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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Jackson, Grant Investment Advisers, Inc. Berkshire Hathaway Inc Class B Transaction History