Jacobson & Schmitt Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Jacobson & Schmitt Advisors, LLC

$487 Million
Q3 2024

A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 811 shares of BRK-B stock, worth $381,397. This represents 0.08% of its overall portfolio holdings.

Number of Shares

811

Previous 811 -0.0%

Holding current value

$381,397

Previous $329,000 13.37%

% of portfolio

0.08%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$396.73 - $420.24 $321,748 - $340,814	811 New	811 $329,000
Q2 2022 Aug 08, 2022	BUY	$267.52 - $353.1 $267 - $353	1 Added 0.12%	808 $221,000
Q2 2021 Aug 10, 2021	SELL	$258.2 - $292.52 $12,910 - $14,626	-50 Reduced 5.83%	807 $224,000
Q1 2021 May 11, 2021	BUY	$227.36 - $263.99 $194,847 - $226,239	857 New	857 $219,000
Q1 2020 May 11, 2020	SELL	$162.13 - $230.2 $145,917 - $207,180	-900 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$203.1 - $227.05 $30,465 - $34,057	150 Added 20.0%	900 $204,000
Q1 2018 May 08, 2018	BUY	$191.42 - $217.25 $143,565 - $162,937	750 New	750 $150,000

Others Institutions Holding BRK-B

# of Institutions

4,377

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 $612B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobson & Schmitt Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobson & Schmitt Advisors, LLC with notifications on news.

Account

Jacobson & Schmitt Advisors, LLC Berkshire Hathaway Inc Class B Transaction History