Joseph P. Lucia & Associates, LLC Berkshire Hathaway Inc Class B Transaction History

Joseph P. Lucia & Associates, LLC

$202 Million
Q2 2025

A detailed history of Joseph P. Lucia & Associates, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 1,201 shares of BRK-B stock, worth $573,033. This represents 0.29% of its overall portfolio holdings.

Number of Shares

1,201

Previous 1,151 4.34%

Holding current value

$573,033

Previous $612,000 4.74%

% of portfolio

0.29%

Previous 0.33%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$483.48 - $539.8 $24,174 - $26,989	50 Added 4.34%	1,201 $583,000
Q1 2025 May 14, 2025	BUY	$442.66 - $534.52 $31,871 - $38,485	72 Added 6.67%	1,151 $612,000
Q4 2024 Jan 22, 2025	BUY	$442.29 - $483.08 $39,806 - $43,477	90 Added 9.1%	1,079 $489,000
Q3 2024 Oct 23, 2024	BUY	$405.19 - $478.57 $30,389 - $35,892	75 Added 8.21%	989 $455,000
Q2 2024 Jul 24, 2024	BUY	$396.73 - $420.24 $101,562 - $107,581	256 Added 38.91%	914 $371,000
Q4 2023 Jan 29, 2024	BUY	$331.71 - $362.68 $4,643 - $5,077	14 Added 2.17%	658 $234,000
Q2 2023 Jul 21, 2023	SELL	$309.07 - $341.0 $8,344 - $9,207	-27 Reduced 4.02%	644 $219,000
Q4 2022 Feb 13, 2023	BUY	$264.0 - $318.6 $177,144 - $213,780	671 New	671 $207,000
Q2 2022 Jul 26, 2022	BUY	$267.52 - $353.1 $14,178 - $18,714	53 Added 9.5%	611 $167,000
Q1 2022 Apr 19, 2022	BUY	$300.79 - $359.57 $167,840 - $200,640	558 New	558 $197,000
Q4 2021 Feb 04, 2022	SELL	$273.64 - $300.17 $124,779 - $136,877	-456 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$200.7 - $233.92 $91,519 - $106,667	456 New	456 $106,000
Q3 2020 Oct 20, 2020	SELL	$177.99 - $221.68 $81,163 - $101,086	-456 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	$162.13 - $230.2 $14,591 - $20,718	90 Added 24.59%	456 $83,000
Q2 2019 Jul 23, 2019	SELL	$197.42 - $218.6 $2.72 Million - $3.02 Million	-13,795 Reduced 97.42%	366 $78,000
Q1 2019 May 02, 2019	BUY	$191.66 - $209.19 $2.71 Million - $2.96 Million	14,161 New	14,161 $69,000

Others Institutions Holding BRK-B

# of Institutions

5,038

Shares Held

924M

Call Options Held

17.4M

Put Options Held

13.1M

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 $621B

More about BRK-B

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Joseph P. Lucia & Associates, LLC Berkshire Hathaway Inc Class B Transaction History