Oxford Financial Group LTD Berkshire Hathaway Inc Class B Transaction History

Oxford Financial Group LTD

$1.44 Billion
Q1 2024

A detailed history of Oxford Financial Group LTD transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Oxford Financial Group LTD holds 25,742 shares of BRK-B stock, worth $10.6 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

25,742

Previous 30,478 15.54%

Holding current value

$10.6 Million

Previous $10.9 Million 0.41%

% of portfolio

0.75%

Previous 0.8%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$359.29 - $420.52 $1.7 Million - $1.99 Million	-4,736 Reduced 15.54%	25,742 $10.8 Million
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $1.27 Million - $1.39 Million	3,836 Added 14.4%	30,478 $10.9 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $1.14 Million - $1.24 Million	3,335 Added 14.31%	26,642 $9.33 Million
Q2 2023 Aug 10, 2023	SELL	$309.07 - $341.0 $76,649 - $84,568	-248 Reduced 1.05%	23,307 $7.95 Million
Q1 2023 May 12, 2023	SELL	$293.51 - $320.37 $5,870 - $6,407	-20 Reduced 0.08%	23,555 $7.27 Million

Q4 2022 Feb 14, 2023	BUY	$264.0 - $318.6 $393,096 - $474,395	1,489 Added 6.74%	23,575 $7.28 Million
Q3 2022 Nov 02, 2022	SELL	$264.32 - $306.65 $725,822 - $842,060	-2,746 Reduced 11.06%	22,086 $5.9 Million
Q2 2022 Aug 11, 2022	BUY	$267.52 - $353.1 $381,483 - $503,520	1,426 Added 6.09%	24,832 $6.78 Million
Q1 2022 May 13, 2022	BUY	$300.79 - $359.57 $225,592 - $269,677	750 Added 3.31%	23,406 $8.26 Million
Q4 2021 Feb 10, 2022	BUY	$273.64 - $300.17 $1.79 Million - $1.96 Million	6,545 Added 40.62%	22,656 $6.77 Million
Q3 2021 Nov 12, 2021	SELL	$272.66 - $291.28 $946,948 - $1.01 Million	-3,473 Reduced 17.73%	16,111 $4.4 Million
Q2 2021 Aug 03, 2021	BUY	$258.2 - $292.52 $16,266 - $18,428	63 Added 0.32%	19,584 $5.44 Million
Q1 2021 May 10, 2021	SELL	$227.36 - $263.99 $276,469 - $321,011	-1,216 Reduced 5.86%	19,521 $4.99 Million
Q4 2020 Feb 10, 2021	SELL	$200.7 - $233.92 $265,726 - $309,710	-1,324 Reduced 6.0%	20,737 $4.81 Million
Q3 2020 Nov 12, 2020	SELL	$177.99 - $221.68 $127,796 - $159,166	-718 Reduced 3.15%	22,061 $4.7 Million
Q2 2020 Aug 05, 2020	SELL	$169.25 - $201.56 $711,188 - $846,955	-4,202 Reduced 15.57%	22,779 $4.07 Million
Q1 2020 May 12, 2020	BUY	$162.13 - $230.2 $4.37 Million - $6.21 Million	26,981 New	26,981 $4.93 Million

Others Institutions Holding BRK-B

# of Institutions

4,166

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $535B

More about BRK-B

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Oxford Financial Group LTD Berkshire Hathaway Inc Class B Transaction History