David Katz Berkshire Hathaway Inc Class B Transaction History

Matrix Asset Advisors Inc

  • $854 Million
  • Q1 2025

A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 11,591 shares of BRK-B stock, worth $5.62 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
11,591
Previous 12,567 7.77%
Holding current value
$5.62 Million
Previous $5.7 Million 8.37%
% of portfolio
0.72%
Previous 0.63%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$442.66 - $534.52 $432,036 - $521,691
-976 Reduced 7.77%
11,591 $6.17 Million
Q4 2024

Jan 22, 2025
BUY
$442.29 - $483.08 $4.33 Million - $4.73 Million
9,793 Added 353.03%
12,567 $5.7 Million
Q2 2024

Jul 15, 2024
BUY
$396.73 - $420.24 $9,918 - $10,506
25 Added 0.91%
2,774 $1.13 Million
Q1 2024

Apr 15, 2024
BUY
$359.29 - $420.52 $1,796 - $2,102
5 Added 0.18%
2,749 $1.16 Million
Q4 2023

Jan 24, 2024
BUY
$331.71 - $362.68 $9,951 - $10,880
30 Added 1.11%
2,744 $978,000
Q3 2023

Oct 12, 2023
BUY
$340.9 - $370.48 $10,227 - $11,114
30 Added 1.12%
2,714 $950,000
Q2 2023

Jul 18, 2023
SELL
$309.07 - $341.0 $3,090 - $3,410
-10 Reduced 0.37%
2,684 $915,000
Q1 2023

Apr 13, 2023
SELL
$293.51 - $320.37 $10,272 - $11,212
-35 Reduced 1.28%
2,694 $831,000
Q4 2022

Jan 19, 2023
BUY
$264.0 - $318.6 $264 - $318
1 Added 0.04%
2,729 $0
Q3 2022

Oct 24, 2022
BUY
$264.32 - $306.65 $5,815 - $6,746
22 Added 0.81%
2,728 $728,000
Q1 2022

Apr 22, 2022
BUY
$300.79 - $359.57 $601 - $719
2 Added 0.07%
2,706 $955,000
Q2 2021

Aug 16, 2021
SELL
$258.2 - $292.52 $6,713 - $7,605
-26 Reduced 0.95%
2,704 $751,000
Q1 2021

May 13, 2021
SELL
$227.36 - $263.99 $20,917 - $24,287
-92 Reduced 3.26%
2,730 $697,000
Q4 2020

Feb 12, 2021
BUY
$200.7 - $233.92 $15,654 - $18,245
78 Added 2.84%
2,822 $654,000
Q3 2020

Nov 12, 2020
BUY
$177.99 - $221.68 $44,141 - $54,976
248 Added 9.94%
2,744 $584,000
Q2 2020

Aug 13, 2020
BUY
$169.25 - $201.56 $4,400 - $5,240
26 Added 1.05%
2,496 $446,000
Q1 2020

May 11, 2020
BUY
$162.13 - $230.2 $14,105 - $20,027
87 Added 3.65%
2,470 $452,000
Q4 2019

Feb 11, 2020
BUY
$203.1 - $227.05 $406 - $454
2 Added 0.08%
2,383 $540,000
Q3 2019

Nov 12, 2019
BUY
$195.81 - $215.25 $4,307 - $4,735
22 Added 0.93%
2,381 $495,000
Q2 2019

Aug 14, 2019
BUY
$197.42 - $218.6 $1,776 - $1,967
9 Added 0.38%
2,359 $503,000
Q1 2019

May 10, 2019
BUY
$191.66 - $209.19 $5,174 - $5,648
27 Added 1.16%
2,350 $472,000
Q4 2018

Feb 12, 2019
BUY
$187.76 - $223.76 $21,216 - $25,284
113 Added 5.11%
2,323 $474,000
Q3 2018

Nov 13, 2018
BUY
$186.02 - $221.68 $930 - $1,108
5 Added 0.23%
2,210 $473,000
Q2 2018

Aug 13, 2018
BUY
$184.91 - $201.2 $3,143 - $3,420
17 Added 0.78%
2,205 $412,000
Q1 2018

May 15, 2018
BUY
$191.42 - $217.25 $1,531 - $1,738
8 Added 0.37%
2,188 $436,000
Q4 2017

Feb 13, 2018
BUY
$181.06 - $199.56 $6,518 - $7,184
36 Added 1.68%
2,180 $432,000
Q3 2017

Nov 14, 2017
BUY
$173.99 - $183.82 $3,479 - $3,676
20 Added 0.94%
2,144 $393,000
Q2 2017

Aug 09, 2017
BUY
N/A
29 Added 1.38%
2,124 $360,000
Q1 2017

May 10, 2017
BUY
N/A
190 Added 9.97%
2,095 $349,000
Q3 2016

Nov 07, 2016
BUY
N/A
1 Added 0.05%
1,905 $275,000
Q2 2016

Aug 03, 2016
BUY
N/A
2 Added 0.11%
1,904 $276,000
Q1 2016

May 05, 2016
SELL
N/A
-76 Reduced 3.84%
1,902 $270,000
Q4 2015

Feb 08, 2016
BUY
N/A
6 Added 0.3%
1,978 $261,000
Q3 2015

Nov 10, 2015
SELL
N/A
-21 Reduced 1.05%
1,972 $257,000
Q2 2015

Aug 07, 2015
BUY
N/A
35 Added 1.79%
1,993 $271,000
Q1 2015

May 08, 2015
BUY
N/A
45 Added 2.35%
1,958 $283,000
Q4 2014

Feb 10, 2015
BUY
N/A
50 Added 2.68%
1,913 $287,000
Q3 2014

Nov 06, 2014
BUY
N/A
13 Added 0.7%
1,863 $257,000
Q2 2013

Aug 13, 2013
BUY
N/A
1,850
1,850 $207,000

Others Institutions Holding BRK-B

# of Institutions
4,974
Shares Held
900M
Call Options Held
19M
Put Options Held
12.1M
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 $631B
More about BRK-B
Track David Katz's Portfolio

Track David Katz Portfolio

Follow David Katz (Matrix Asset Advisors Inc) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Matrix Asset Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Matrix Asset Advisors Inc and David Katz with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email