Lifeworks Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 1,765 shares of BRK-B stock, worth $830,044. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,765
Previous 1,587 11.22%
Holding current value
$830,044
Previous $645,000 25.89%
% of portfolio
0.16%
Previous 0.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$405.19 - $478.57 $72,123 - $85,185
178 Added 11.22%
1,765 $812,000
Q2 2024

Aug 13, 2024
BUY
$396.73 - $420.24 $13,885 - $14,708
35 Added 2.26%
1,587 $645,000
Q1 2024

May 10, 2024
BUY
$359.29 - $420.52 $183,597 - $214,885
511 Added 49.09%
1,552 $652,000
Q4 2023

Feb 12, 2024
SELL
$331.71 - $362.68 $20,566 - $22,486
-62 Reduced 5.62%
1,041 $371,000
Q3 2023

Nov 01, 2023
BUY
$340.9 - $370.48 $73,293 - $79,653
215 Added 24.21%
1,103 $386,000
Q2 2023

Aug 02, 2023
BUY
$309.07 - $341.0 $30,907 - $34,100
100 Added 12.69%
888 $302,000
Q1 2023

May 15, 2023
BUY
$293.51 - $320.37 $231,285 - $252,451
788 New
788 $243,000
Q3 2022

Nov 14, 2022
SELL
$264.32 - $306.65 $242,910 - $281,811
-919 Reduced 55.26%
744 $220,000
Q2 2022

Aug 12, 2022
BUY
$267.52 - $353.1 $189,939 - $250,701
710 Added 74.5%
1,663 $454,000
Q1 2022

May 16, 2022
BUY
$300.79 - $359.57 $28,274 - $33,799
94 Added 10.94%
953 $336,000
Q4 2021

Feb 15, 2022
BUY
$273.64 - $300.17 $235,056 - $257,846
859 New
859 $257,000

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

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $612B
More about BRK-B
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