Regal Investment Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Regal Investment Advisors LLC holds 17,245 shares of BRK-B stock, worth $8.14 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

17,245

Previous 19,709 12.5%

Holding current value

$8.14 Million

Previous $8.02 Million 1.0%

% of portfolio

0.57%

Previous 0.54%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$405.19 - $478.57 $998,388 - $1.18 Million	-2,464 Reduced 12.5%	17,245 $7.94 Million
Q2 2024 Aug 14, 2024	BUY	$396.73 - $420.24 $218,598 - $231,552	551 Added 2.88%	19,709 $8.02 Million
Q1 2024 May 15, 2024	BUY	$359.29 - $420.52 $55,689 - $65,180	155 Added 0.82%	19,158 $8.06 Million
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $1.54 Million - $1.69 Million	4,649 Added 32.39%	19,003 $6.78 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $338,172 - $367,516	992 Added 7.42%	14,354 $5.03 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $61,814 - $68,200	-200 Reduced 1.47%	13,362 $4.56 Million
Q1 2023 May 11, 2023	BUY	$293.51 - $320.37 $507,185 - $553,599	1,728 Added 14.6%	13,562 $4.19 Million
Q4 2022 Mar 01, 2023	BUY	$264.0 - $318.6 $1,320 - $1,593	5 Added 0.04%	11,834 $3.66 Million
Q3 2022 Nov 15, 2022	SELL	$264.32 - $306.65 $83,789 - $97,208	-317 Reduced 2.61%	11,829 $3.16 Million
Q2 2022 Aug 09, 2022	BUY	$267.52 - $353.1 $168,002 - $221,746	628 Added 5.45%	12,146 $3.32 Million
Q1 2022 May 09, 2022	SELL	$300.79 - $359.57 $517,058 - $618,100	-1,719 Reduced 12.99%	11,518 $4.07 Million
Q4 2021 Feb 10, 2022	SELL	$273.64 - $300.17 $123,411 - $135,376	-451 Reduced 3.29%	13,237 $3.96 Million
Q3 2021 Nov 05, 2021	BUY	$272.66 - $291.28 $421,532 - $450,318	1,546 Added 12.73%	13,688 $3.74 Million
Q2 2021 Aug 09, 2021	BUY	$258.2 - $292.52 $3.14 Million - $3.55 Million	12,142 New	12,142 $3.38 Million
Q1 2021 May 12, 2021	SELL	$227.36 - $263.99 $2.48 Million - $2.88 Million	-10,906 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$200.7 - $233.92 $2.19 Million - $2.55 Million	10,906 New	10,906 $2.53 Million
Q1 2020 May 12, 2020	SELL	$162.13 - $230.2 $249,680 - $354,508	-1,540 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$203.1 - $227.05 $13,810 - $15,439	-68 Reduced 4.23%	1,540 $349,000
Q3 2019 Nov 15, 2019	SELL	$195.81 - $215.25 $124,143 - $136,468	-634 Reduced 28.28%	1,608 $334,000
Q2 2019 Jul 26, 2019	BUY	$197.42 - $218.6 $6,909 - $7,651	35 Added 1.59%	2,242 $478,000
Q1 2019 May 09, 2019	SELL	$191.66 - $209.19 $255,674 - $279,059	-1,334 Reduced 37.67%	2,207 $443,000
Q4 2018 Feb 04, 2019	SELL	$187.76 - $223.76 $99,512 - $118,592	-530 Reduced 13.02%	3,541 $723,000
Q3 2018 Nov 05, 2018	BUY	$186.02 - $221.68 $438,263 - $522,278	2,356 Added 137.38%	4,071 $872,000
Q2 2018 Aug 10, 2018	SELL	$184.91 - $201.2 $2.45 Million - $2.67 Million	-13,269 Reduced 88.55%	1,715 $320,000
Q1 2018 Apr 25, 2018	BUY	$191.42 - $217.25 $27,755 - $31,501	145 Added 0.98%	14,984 $2.99 Million
Q4 2017 Feb 06, 2018	SELL	$181.06 - $199.56 $289,152 - $318,697	-1,597 Reduced 9.72%	14,839 $2.94 Million
Q3 2017 Nov 08, 2017	BUY	$173.99 - $183.82 $2.86 Million - $3.02 Million	16,436	16,436 $3.01 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 $614B

More about BRK-B

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Regal Investment Advisors LLC Berkshire Hathaway Inc Class B Transaction History