A detailed history of Mount Yale Investment Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 14,295 shares of BRK-B stock, worth $6.5 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
14,295
Previous 29,738 51.93%
Holding current value
$6.5 Million
Previous $12.1 Million 45.61%
% of portfolio
0.64%
Previous 0.97%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$405.19 - $478.57 $6.26 Million - $7.39 Million
-15,443 Reduced 51.93%
14,295 $6.58 Million
Q2 2024

Aug 13, 2024

BUY
$396.73 - $420.24 $265,412 - $281,140
669 Added 2.3%
29,738 $12.1 Million
Q1 2024

May 15, 2024

BUY
$359.29 - $420.52 $3.86 Million - $4.51 Million
10,733 Added 58.54%
29,069 $12.2 Million
Q4 2023

Feb 12, 2024

SELL
$331.71 - $362.68 $11,941 - $13,056
-36 Reduced 0.2%
18,336 $6.54 Million
Q3 2023

Oct 11, 2023

SELL
$340.9 - $370.48 $23,863 - $25,933
-70 Reduced 0.38%
18,372 $6.44 Million
Q2 2023

Aug 14, 2023

SELL
$309.07 - $341.0 $938,336 - $1.04 Million
-3,036 Reduced 14.14%
18,442 $6.29 Million
Q1 2023

May 11, 2023

BUY
$293.51 - $320.37 $98,912 - $107,964
337 Added 1.59%
21,478 $6.63 Million
Q4 2022

Feb 13, 2023

BUY
$264.0 - $318.6 $101,112 - $122,023
383 Added 1.85%
21,141 $6.53 Million
Q3 2022

Nov 07, 2022

BUY
$264.32 - $306.65 $225,200 - $261,265
852 Added 4.28%
20,758 $5.54 Million
Q2 2022

Aug 02, 2022

SELL
$267.52 - $353.1 $448,095 - $591,442
-1,675 Reduced 7.76%
19,906 $5.44 Million
Q1 2022

May 03, 2022

BUY
$300.79 - $359.57 $242,436 - $289,813
806 Added 3.88%
21,581 $7.62 Million
Q4 2021

Feb 02, 2022

BUY
$273.64 - $300.17 $188,264 - $206,516
688 Added 3.43%
20,775 $6.21 Million
Q3 2021

Nov 02, 2021

BUY
$272.66 - $291.28 $4.01 Million - $4.29 Million
14,718 Added 274.13%
20,087 $5.48 Million
Q2 2021

Aug 04, 2021

BUY
$258.2 - $292.52 $10,069 - $11,408
39 Added 0.73%
5,369 $1.49 Million
Q1 2021

May 04, 2021

SELL
$227.36 - $263.99 $180,296 - $209,344
-793 Reduced 12.95%
5,330 $1.36 Million
Q4 2020

Feb 12, 2021

SELL
$200.7 - $233.92 $91,117 - $106,199
-454 Reduced 6.9%
6,123 $1.42 Million
Q3 2020

Nov 16, 2020

BUY
$177.99 - $221.68 $26,520 - $33,030
149 Added 2.32%
6,577 $1.4 Million
Q2 2020

Jul 09, 2020

BUY
$169.25 - $201.56 $157,571 - $187,652
931 Added 16.94%
6,428 $1.15 Million
Q1 2020

May 04, 2020

SELL
$162.13 - $230.2 $1.34 Million - $1.9 Million
-8,253 Reduced 60.02%
5,497 $1.01 Million
Q4 2019

Feb 13, 2020

BUY
$203.1 - $227.05 $526,435 - $588,513
2,592 Added 23.23%
13,750 $3.09 Million
Q3 2019

Nov 14, 2019

BUY
$195.81 - $215.25 $9,203 - $10,116
47 Added 0.42%
11,158 $2.47 Million
Q2 2019

Aug 13, 2019

SELL
$197.42 - $218.6 $1.25 Million - $1.39 Million
-6,340 Reduced 36.33%
11,111 $2.2 Million
Q1 2019

May 15, 2019

SELL
$191.66 - $209.19 $468,608 - $511,469
-2,445 Reduced 12.29%
17,451 $3.51 Million
Q4 2018

Feb 14, 2019

SELL
$187.76 - $223.76 $83,928 - $100,020
-447 Reduced 2.2%
19,896 $4.04 Million
Q3 2018

Nov 13, 2018

SELL
$186.02 - $221.68 $146,025 - $174,018
-785 Reduced 3.72%
20,343 $4.5 Million
Q2 2018

Aug 22, 2018

BUY
$184.91 - $201.2 $249,998 - $272,022
1,352 Added 6.84%
21,128 $3.94 Million
Q1 2018

Jun 25, 2018

BUY
$191.42 - $217.25 $3.79 Million - $4.3 Million
19,776 New
19,776 $3.95 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 $592B
More about BRK-B
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC 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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.