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 $1.81 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,828
Previous 4,078 6.13%
Holding current value
$1.81 Million
Previous $1.66 Million 6.21%
% of portfolio
0.14%
Previous 0.14%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $614B
More about BRK-B
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