Lee Financial CO Berkshire Hathaway Inc Class B Transaction History

Lee Financial CO

$706 Million
Q4 2024

A detailed history of Lee Financial CO transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lee Financial CO holds 86,984 shares of BRK-B stock, worth $42.8 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares

86,984

Previous 88,091 1.26%

Holding current value

$42.8 Million

Previous $40.5 Million 2.75%

% of portfolio

5.59%

Previous 5.8%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$442.29 - $483.08 $489,615 - $534,769	-1,107 Reduced 1.26%	86,984 $39.4 Million
Q3 2024 Nov 14, 2024	BUY	$405.19 - $478.57 $272,287 - $321,599	672 Added 0.77%	88,091 $40.5 Million
Q2 2024 Aug 14, 2024	SELL	$396.73 - $420.24 $510,988 - $541,269	-1,288 Reduced 1.45%	87,419 $35.6 Million
Q1 2024 May 15, 2024	BUY	$359.29 - $420.52 $208,747 - $244,322	581 Added 0.66%	88,707 $37.3 Million
Q4 2023 Feb 08, 2024	SELL	$331.71 - $362.68 $1.29 Million - $1.41 Million	-3,892 Reduced 4.23%	88,126 $31.4 Million
Q3 2023 Nov 09, 2023	BUY	$340.9 - $370.48 $312,946 - $340,100	918 Added 1.01%	92,018 $32.2 Million
Q2 2023 Aug 08, 2023	SELL	$309.07 - $341.0 $1.41 Million - $1.55 Million	-4,555 Reduced 4.76%	91,100 $31.1 Million
Q1 2023 May 15, 2023	SELL	$293.51 - $320.37 $641,025 - $699,688	-2,184 Reduced 2.23%	95,655 $29.5 Million
Q4 2022 Feb 09, 2023	BUY	$264.0 - $318.6 $506,088 - $610,756	1,917 Added 2.0%	97,839 $30.2 Million
Q3 2022 Nov 01, 2022	BUY	$264.32 - $306.65 $77,974 - $90,461	295 Added 0.31%	95,922 $25.6 Million
Q2 2022 Aug 10, 2022	BUY	$267.52 - $353.1 $536,377 - $707,965	2,005 Added 2.14%	95,627 $26.1 Million
Q1 2022 May 11, 2022	BUY	$300.79 - $359.57 $575,110 - $687,497	1,912 Added 2.08%	93,622 $33 Million
Q4 2021 Feb 08, 2022	BUY	$273.64 - $300.17 $666,039 - $730,613	2,434 Added 2.73%	91,710 $27.4 Million
Q3 2021 Nov 12, 2021	BUY	$272.66 - $291.28 $327,737 - $350,118	1,202 Added 1.36%	89,276 $24.4 Million
Q2 2021 Aug 04, 2021	BUY	$258.2 - $292.52 $106,120 - $120,225	411 Added 0.47%	88,074 $24.5 Million
Q1 2021 May 13, 2021	BUY	$227.36 - $263.99 $1.54 Million - $1.79 Million	6,762 Added 8.36%	87,663 $22.4 Million
Q4 2020 Feb 12, 2021	BUY	$200.7 - $233.92 $875,052 - $1.02 Million	4,360 Added 5.7%	80,901 $18.8 Million
Q3 2020 Nov 03, 2020	BUY	$177.99 - $221.68 $7.48 Million - $9.32 Million	42,047 Added 121.9%	76,541 $16.3 Million
Q2 2020 Aug 11, 2020	BUY	$169.25 - $201.56 $4.8 Million - $5.72 Million	28,384 Added 464.55%	34,494 $6.16 Million
Q1 2020 May 07, 2020	SELL	$162.13 - $230.2 $4,053 - $5,755	-25 Reduced 0.41%	6,110 $1.12 Million
Q4 2019 Feb 14, 2020	SELL	$203.1 - $227.05 $10,967 - $12,260	-54 Reduced 0.87%	6,135 $1.39 Million
Q3 2019 Nov 08, 2019	SELL	$195.81 - $215.25 $19,581 - $21,525	-100 Reduced 1.59%	6,189 $1.29 Million
Q2 2019 Jul 30, 2019	BUY	$197.42 - $218.6 $79,757 - $88,314	404 Added 6.86%	6,289 $1.34 Million
Q1 2019 Apr 30, 2019	SELL	$191.66 - $209.19 $140,678 - $153,545	-734 Reduced 11.09%	5,885 $1.18 Million
Q4 2018 Feb 11, 2019	BUY	$187.76 - $223.76 $154,150 - $183,706	821 Added 14.16%	6,619 $1.35 Million
Q3 2018 Nov 07, 2018	SELL	$186.02 - $221.68 $5,952 - $7,093	-32 Reduced 0.55%	5,798 $1.24 Million
Q2 2018 Aug 14, 2018	SELL	$184.91 - $201.2 $39,016 - $42,453	-211 Reduced 3.49%	5,830 $1.09 Million
Q1 2018 May 09, 2018	BUY	$191.42 - $217.25 $393,750 - $446,883	2,057 Added 51.63%	6,041 $1.21 Million
Q4 2017 Feb 09, 2018	BUY	$181.06 - $199.56 $1,629 - $1,796	9 Added 0.23%	3,984 $789,000
Q3 2017 Nov 07, 2017	BUY	$173.99 - $183.82 $691,610 - $730,684	3,975	3,975 $729,000

Others Institutions Holding BRK-B

# of Institutions

4,798

Shares Held

865M

Call Options Held

21.4M

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 $641B

More about BRK-B

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