Mount Yale Investment Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024

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 $6.75 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
14,295
Previous 29,738 51.93%
Holding current value
$6.75 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

# of Institutions
4,376
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
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 $614B
More about BRK-B
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