Oak Family Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Oak Family Advisors, LLC

$318 Million
Q3 2024

A detailed history of Oak Family Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Oak Family Advisors, LLC holds 11,022 shares of BRK-B stock, worth $5.32 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

11,022

Previous 11,102 0.72%

Holding current value

$5.32 Million

Previous $4.52 Million 12.31%

% of portfolio

1.6%

Previous 1.58%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$405.19 - $478.57 $32,415 - $38,285	-80 Reduced 0.72%	11,022 $5.07 Million
Q2 2024 Jul 23, 2024	SELL	$396.73 - $420.24 $30,151 - $31,938	-76 Reduced 0.68%	11,102 $4.52 Million
Q1 2024 Apr 24, 2024	SELL	$359.29 - $420.52 $2.34 Million - $2.74 Million	-6,504 Reduced 36.78%	11,178 $4.7 Million
Q4 2023 Jan 30, 2024	SELL	$331.71 - $362.68 $98,517 - $107,715	-297 Reduced 1.65%	17,682 $6.31 Million
Q3 2023 Oct 20, 2023	BUY	$340.9 - $370.48 $391,012 - $424,940	1,147 Added 6.81%	17,979 $6.3 Million
Q2 2023 Aug 02, 2023	SELL	$309.07 - $341.0 $172,461 - $190,278	-558 Reduced 3.21%	16,832 $5.74 Million
Q1 2023 May 01, 2023	BUY	$293.51 - $320.37 $37,862 - $41,327	129 Added 0.75%	17,390 $5.37 Million
Q4 2022 Jan 27, 2023	BUY	$264.0 - $318.6 $650,232 - $784,711	2,463 Added 16.64%	17,261 $0
Q3 2022 Nov 10, 2022	BUY	$264.32 - $306.65 $3.61 Million - $4.19 Million	13,652 Added 1191.27%	14,798 $3.95 Million
Q1 2022 May 03, 2022	BUY	$300.79 - $359.57 $6,015 - $7,191	20 Added 1.78%	1,146 $404,000
Q4 2021 Feb 02, 2022	BUY	$273.64 - $300.17 $273 - $300	1 Added 0.09%	1,126 $337,000
Q3 2021 Nov 10, 2021	BUY	$272.66 - $291.28 $1,635 - $1,747	6 Added 0.54%	1,125 $307,000
Q2 2021 Jul 29, 2021	SELL	$258.2 - $292.52 $25,045 - $28,374	-97 Reduced 7.98%	1,119 $311,000
Q1 2021 May 05, 2021	BUY	$227.36 - $263.99 $2,273 - $2,639	10 Added 0.83%	1,216 $310,000
Q4 2020 Feb 12, 2021	BUY	$200.7 - $233.92 $242,044 - $282,107	1,206 New	1,206 $279,000

Others Institutions Holding BRK-B

# of Institutions

4,377

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 $628B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Family Advisors, LLC with notifications on news.

Account

Oak Family Advisors, LLC Berkshire Hathaway Inc Class B Transaction History