Life Steps Financial, Inc. Berkshire Hathaway Inc Class B Transaction History

Life Steps Financial, Inc.

$123 Million
Q1 2025

A detailed history of Life Steps Financial, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Life Steps Financial, Inc. holds 3,262 shares of BRK-B stock, worth $1.58 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

3,262

Previous 3,338 2.28%

Holding current value

$1.58 Million

Previous $1.51 Million 14.81%

% of portfolio

1.41%

Previous 1.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$442.66 - $534.52 $33,642 - $40,623	-76 Reduced 2.28%	3,262 $1.74 Million
Q4 2024 Feb 03, 2025	SELL	$442.29 - $483.08 $884 - $966	-2 Reduced 0.06%	3,338 $1.51 Million
Q2 2024 Jul 17, 2024	SELL	$396.73 - $420.24 $12,695 - $13,447	-32 Reduced 0.95%	3,340 $1.36 Million
Q4 2023 Jan 18, 2024	SELL	$331.71 - $362.68 $22,224 - $24,299	-67 Reduced 1.95%	3,372 $1.2 Million
Q3 2023 Oct 25, 2023	SELL	$340.9 - $370.48 $6,477 - $7,039	-19 Reduced 0.55%	3,439 $1.2 Million
Q2 2023 Jul 14, 2023	SELL	$309.07 - $341.0 $618 - $682	-2 Reduced 0.06%	3,458 $1.18 Million
Q1 2023 Apr 12, 2023	SELL	$293.51 - $320.37 $117,404 - $128,148	-400 Reduced 10.36%	3,460 $1.07 Million
Q4 2022 Jan 18, 2023	BUY	$264.0 - $318.6 $185,856 - $224,294	704 Added 22.31%	3,860 $0
Q3 2022 Oct 14, 2022	BUY	$264.32 - $306.65 $26,432 - $30,664	100 Added 3.27%	3,156 $843,000
Q2 2022 Jul 13, 2022	BUY	$267.52 - $353.1 $4,547 - $6,002	17 Added 0.56%	3,056 $834,000
Q1 2022 Apr 12, 2022	BUY	$300.79 - $359.57 $48,126 - $57,531	160 Added 5.56%	3,039 $1.07 Million
Q4 2021 Jan 26, 2022	SELL	$273.64 - $300.17 $17,512 - $19,210	-64 Reduced 2.17%	2,879 $861,000
Q3 2021 Oct 06, 2021	BUY	$272.66 - $291.28 $5,453 - $5,825	20 Added 0.68%	2,943 $803,000
Q2 2021 Jul 09, 2021	SELL	$258.2 - $292.52 $28,402 - $32,177	-110 Reduced 3.63%	2,923 $812,000
Q4 2020 Jan 25, 2021	SELL	$200.7 - $233.92 $112,793 - $131,463	-562 Reduced 15.63%	3,033 $703,000
Q3 2020 Oct 21, 2020	BUY	$177.99 - $221.68 $23,138 - $28,818	130 Added 3.75%	3,595 $766,000
Q2 2020 Aug 05, 2020	BUY	$169.25 - $201.56 $41,297 - $49,180	244 Added 7.58%	3,465 $619,000
Q1 2020 May 21, 2020	BUY	$162.13 - $230.2 $16,213 - $23,020	100 Added 3.2%	3,221 $589,000
Q4 2019 Jan 30, 2020	BUY	$203.1 - $227.05 $633,875 - $708,623	3,121 New	3,121 $707,000

Others Institutions Holding BRK-B

# of Institutions

4,962

Shares Held

917M

Call Options Held

19.4M

Put Options Held

12.1M

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 $631B

More about BRK-B

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Life Steps Financial, Inc. Berkshire Hathaway Inc Class B Transaction History