Lutz Financial Services LLC Berkshire Hathaway Inc Class B Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,828 shares of BRK-B stock, worth $1.73 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,828

Previous 4,078 6.13%

Holding current value

$1.73 Million

Previous $1.66 Million 6.21%

% of portfolio

0.14%

Previous 0.14%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$405.19 - $478.57 $101,297 - $119,642	-250 Reduced 6.13%	3,828 $1.76 Million
Q2 2024 Jul 29, 2024	SELL	$396.73 - $420.24 $202,332 - $214,322	-510 Reduced 11.12%	4,078 $1.66 Million
Q4 2023 Feb 07, 2024	SELL	$331.71 - $362.68 $193,055 - $211,079	-582 Reduced 11.26%	4,588 $1.64 Million
Q3 2023 Nov 03, 2023	BUY	$340.9 - $370.48 $255,674 - $277,860	750 Added 16.97%	5,170 $1.81 Million
Q2 2023 Aug 07, 2023	SELL	$309.07 - $341.0 $1.08 Million - $1.19 Million	-3,502 Reduced 44.21%	4,420 $1.51 Million
Q1 2023 May 01, 2023	SELL	$293.51 - $320.37 $158,201 - $172,679	-539 Reduced 6.37%	7,922 $2.45 Million
Q4 2022 Feb 06, 2023	BUY	$264.0 - $318.6 $770,616 - $929,993	2,919 Added 52.67%	8,461 $2.61 Million
Q3 2022 Oct 21, 2022	BUY	$264.32 - $306.65 $151,984 - $176,323	575 Added 11.58%	5,542 $1.48 Million
Q2 2022 Jul 20, 2022	BUY	$267.52 - $353.1 $794,801 - $1.05 Million	2,971 Added 148.85%	4,967 $1.36 Million
Q1 2022 Apr 25, 2022	SELL	$300.79 - $359.57 $97,155 - $116,141	-323 Reduced 13.93%	1,996 $704,000
Q3 2021 Oct 27, 2021	SELL	$272.66 - $291.28 $32,719 - $34,953	-120 Reduced 4.92%	2,319 $633,000
Q2 2021 Jul 26, 2021	BUY	$258.2 - $292.52 $136,846 - $155,035	530 Added 27.76%	2,439 $678,000
Q1 2021 Apr 27, 2021	SELL	$227.36 - $263.99 $96,855 - $112,459	-426 Reduced 18.24%	1,909 $488,000
Q4 2020 Feb 12, 2021	BUY	$200.7 - $233.92 $468,634 - $546,203	2,335 New	2,335 $541,000
Q4 2019 Feb 03, 2020	SELL	$203.1 - $227.05 $264,030 - $295,165	-1,300 Closed	0 $0
Q3 2019 Oct 31, 2019	SELL	$195.81 - $215.25 $19,776 - $21,740	-101 Reduced 7.21%	1,300 $270,000
Q1 2019 May 06, 2019	SELL	$191.66 - $209.19 $559,072 - $610,207	-2,917 Reduced 67.55%	1,401 $281,000
Q4 2018 Feb 13, 2019	BUY	$187.76 - $223.76 $122,044 - $145,444	650 Added 17.72%	4,318 $882,000
Q3 2018 Nov 13, 2018	BUY	$186.02 - $221.68 $682,321 - $813,122	3,668 New	3,668 $785,000
Q2 2018 Aug 15, 2018	SELL	$184.91 - $201.2 $423,443 - $460,748	-2,290 Closed	0 $0
Q1 2018 Apr 17, 2018	SELL	$191.42 - $217.25 $3.62 Million - $4.1 Million	-18,888 Reduced 89.19%	2,290 $457,000
Q4 2017 Apr 17, 2018	BUY	$181.06 - $199.56 $3.83 Million - $4.23 Million	21,178	21,178 $4.2 Million

Others Institutions Holding BRK-B

# of Institutions

4,325

Shares Held

852M

Call Options Held

17.1M

Put Options Held

9.32M

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 $588B

More about BRK-B

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Lutz Financial Services LLC Berkshire Hathaway Inc Class B Transaction History