Lorne Steinberg Wealth Management Inc. Berkshire Hathaway Inc Class B Transaction History

Lorne Steinberg Wealth Management Inc.

$322 Million
Q4 2024

A detailed history of Lorne Steinberg Wealth Management Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lorne Steinberg Wealth Management Inc. holds 23,231 shares of BRK-B stock, worth $11.1 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares

23,231

Previous 23,089 0.62%

Holding current value

$11.1 Million

Previous $10.6 Million 0.9%

% of portfolio

3.27%

Previous 3.29%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$442.29 - $483.08 $62,805 - $68,597	142 Added 0.62%	23,231 $10.5 Million
Q3 2024 Oct 24, 2024	SELL	$405.19 - $478.57 $36,467 - $43,071	-90 Reduced 0.39%	23,089 $10.6 Million
Q2 2024 Jul 18, 2024	SELL	$396.73 - $420.24 $73,395 - $77,744	-185 Reduced 0.79%	23,179 $9.43 Million
Q1 2024 May 02, 2024	BUY	$359.29 - $420.52 $2,515 - $2,943	7 Added 0.03%	23,364 $9.83 Million
Q4 2023 Feb 01, 2024	BUY	$331.71 - $362.68 $57,717 - $63,106	174 Added 0.75%	23,357 $8.33 Million
Q3 2023 Oct 31, 2023	SELL	$340.9 - $370.48 $179,654 - $195,242	-527 Reduced 2.22%	23,183 $8.12 Million
Q2 2023 Jul 14, 2023	SELL	$309.07 - $341.0 $56,559 - $62,403	-183 Reduced 0.77%	23,710 $8.09 Million
Q1 2023 Apr 26, 2023	SELL	$293.51 - $320.37 $1,761 - $1,922	-6 Reduced 0.03%	23,893 $7.38 Million
Q4 2022 Feb 10, 2023	BUY	$264.0 - $318.6 $4,488 - $5,416	17 Added 0.07%	23,899 $7.38 Million
Q3 2022 Nov 09, 2022	BUY	$264.32 - $306.65 $707,056 - $820,288	2,675 Added 12.61%	23,882 $6.38 Million
Q2 2022 Aug 10, 2022	BUY	$267.52 - $353.1 $68,752 - $90,746	257 Added 1.23%	21,207 $5.79 Million
Q1 2022 May 10, 2022	SELL	$300.79 - $359.57 $113,397 - $135,557	-377 Reduced 1.77%	20,950 $7.39 Million
Q4 2021 Feb 14, 2022	SELL	$273.64 - $300.17 $67,041 - $73,541	-245 Reduced 1.14%	21,327 $6.38 Million
Q3 2021 Nov 09, 2021	BUY	$272.66 - $291.28 $72,527 - $77,480	266 Added 1.25%	21,572 $5.89 Million
Q2 2021 Jul 20, 2021	BUY	$258.2 - $292.52 $63,000 - $71,374	244 Added 1.16%	21,306 $5.92 Million
Q1 2021 May 03, 2021	BUY	$227.36 - $263.99 $22,508 - $26,135	99 Added 0.47%	21,062 $5.78 Million
Q4 2020 Mar 17, 2021	BUY	$200.7 - $233.92 $4.21 Million - $4.9 Million	20,963 New	20,963 $4.86 Million

Others Institutions Holding BRK-B

# of Institutions

4,732

Shares Held

863M

Call Options Held

22M

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 $624B

More about BRK-B

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Lorne Steinberg Wealth Management Inc. Berkshire Hathaway Inc Class B Transaction History