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

Joseph P. Lucia & Associates, LLC

$192 Million
Q4 2024

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 1,079 shares of BRK-B stock, worth $509,406. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,079

Previous 989 9.1%

Holding current value

$509,406

Previous $455,000 7.47%

% of portfolio

0.25%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,551

Shares Held

841M

Call Options Held

21.1M

Put Options Held

12.9M

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 $614B

More about BRK-B

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