Moneta Group Investment Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 145,069 shares of BRK-B stock, worth $69.1 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

145,069

Previous 137,658 5.38%

Holding current value

$69.1 Million

Previous $56 Million 19.23%

% of portfolio

0.72%

Previous 0.89%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$405.19 - $478.57 $3 Million - $3.55 Million	7,411 Added 5.38%	145,069 $66.8 Million
Q2 2024 Aug 13, 2024	SELL	$396.73 - $420.24 $23,010 - $24,373	-58 Reduced 0.04%	137,658 $56 Million
Q1 2024 Aug 13, 2024	BUY	$359.29 - $420.52 $2.42 Million - $2.83 Million	6,728 Added 5.14%	137,716 $57.9 Million
Q4 2023 Feb 15, 2024	BUY	$331.71 - $362.68 $680,337 - $743,856	2,051 Added 1.59%	130,988 $46.7 Million
Q3 2023 Nov 15, 2023	SELL	$340.9 - $370.48 $551,235 - $599,066	-1,617 Reduced 1.24%	128,937 $45.2 Million
Q2 2023 Aug 15, 2023	BUY	$309.07 - $341.0 $1.03 Million - $1.14 Million	3,343 Added 2.63%	130,554 $44.5 Million
Q1 2023 May 15, 2023	BUY	$293.51 - $320.37 $12.1 Million - $13.2 Million	41,110 Added 47.75%	127,211 $39.3 Million
Q4 2022 Feb 16, 2023	SELL	$264.0 - $318.6 $31.7 Billion - $38.2 Billion	-119,967,708 Reduced 100.0%	10 $3,000
Q4 2022 Feb 16, 2023	BUY	$264.0 - $318.6 $22.7 Million - $27.4 Million	86,091 Added 860910.0%	86,101 $26.6 Million
Q4 2022 Feb 15, 2023	BUY	$264.0 - $318.6 $31.6 Billion - $38.2 Billion	119,886,072 Added 146836.44%	119,967,718 $37.1 Billion
Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $626,438 - $726,760	-2,370 Reduced 2.82%	81,646 $21.8 Million
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $21.6 Million - $28.5 Million	80,638 Added 2387.15%	84,016 $22.9 Million
Q1 2022 May 11, 2022	SELL	$300.79 - $359.57 $18.7 Million - $22.3 Million	-62,047 Reduced 94.84%	3,378 $23.8 Million
Q4 2021 Feb 11, 2022	BUY	$273.64 - $300.17 $932,565 - $1.02 Million	3,408 Added 5.5%	65,425 $19.6 Million
Q3 2021 Nov 12, 2021	BUY	$272.66 - $291.28 $1.73 Million - $1.85 Million	6,357 Added 11.42%	62,017 $16.9 Million
Q2 2021 Aug 13, 2021	BUY	$258.2 - $292.52 $2.32 Million - $2.63 Million	8,993 Added 19.27%	55,660 $15.5 Million
Q1 2021 May 14, 2021	BUY	$227.36 - $263.99 $2.92 Million - $3.39 Million	12,829 Added 37.91%	46,667 $11.9 Million
Q4 2020 Feb 12, 2021	SELL	$200.7 - $233.92 $8.03 Million - $9.35 Million	-39,990 Reduced 54.17%	33,838 $7.85 Million
Q3 2020 Nov 13, 2020	SELL	$177.99 - $221.68 $356,869 - $444,468	-2,005 Reduced 2.64%	73,828 $15.7 Million
Q2 2020 Aug 12, 2020	BUY	$169.25 - $201.56 $1.18 Million - $1.41 Million	6,993 Added 10.16%	75,833 $13.5 Million
Q1 2020 May 13, 2020	SELL	$162.13 - $230.2 $185,963 - $264,039	-1,147 Reduced 1.64%	68,840 $12.6 Million
Q4 2019 Feb 11, 2020	BUY	$203.1 - $227.05 $137,295 - $153,485	676 Added 0.98%	69,987 $15.9 Million
Q3 2019 Nov 12, 2019	SELL	$195.81 - $215.25 $28,392 - $31,211	-145 Reduced 0.21%	69,311 $14.4 Million
Q2 2019 Aug 16, 2019	SELL	$197.42 - $218.6 $15.5 Million - $17.2 Million	-78,729 Reduced 53.13%	69,456 $14.8 Million
Q2 2019 Aug 13, 2019	BUY	$197.42 - $218.6 $15.6 Million - $17.2 Million	78,829 Added 113.66%	148,185 $14.8 Million
Q1 2019 May 15, 2019	SELL	$191.66 - $209.19 $212,934 - $232,410	-1,111 Reduced 1.58%	69,356 $13.9 Million
Q4 2018 Feb 11, 2019	SELL	$187.76 - $223.76 $64,964 - $77,420	-346 Reduced 0.49%	70,467 $14.4 Million
Q3 2018 Nov 13, 2018	BUY	$186.02 - $221.68 $367,947 - $438,483	1,978 Added 2.87%	70,813 $15.2 Million
Q2 2018 Aug 15, 2018	SELL	$184.91 - $201.2 $12.2 Million - $13.3 Million	-66,040 Reduced 48.96%	68,835 $12.8 Million
Q2 2018 Aug 15, 2018	SELL	$184.91 - $201.2 $5.6 Million - $6.1 Million	-30,298 Reduced 18.34%	134,875 $12.8 Million
Q2 2018 Aug 14, 2018	BUY	$184.91 - $201.2 $17.9 Million - $19.5 Million	96,834 Added 141.7%	165,173 $14.1 Million
Q1 2018 May 14, 2018	BUY	$191.42 - $217.25 $585,553 - $664,567	3,059 Added 4.69%	68,339 $13.6 Million
Q4 2017 Feb 13, 2018	SELL	$181.06 - $199.56 $267,787 - $295,149	-1,479 Reduced 2.22%	65,280 $12.9 Million
Q3 2017 Nov 13, 2017	BUY	$173.99 - $183.82 $11.6 Million - $12.3 Million	66,759	66,759 $12.2 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $620B

More about BRK-B

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Moneta Group Investment Advisors LLC Berkshire Hathaway Inc Class B Transaction History