Safeguard Investment Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History

Safeguard Investment Advisory Group, LLC

$350 Million
Q3 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 1,644 shares of BRK-B stock, worth $745,060. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,644

Previous 1,396 17.77%

Holding current value

$745,060

Previous $567,000 33.33%

% of portfolio

0.22%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$405.19 - $478.57 $100,487 - $118,685	248 Added 17.77%	1,644 $756,000
Q2 2024 Aug 09, 2024	BUY	$396.73 - $420.24 $67,444 - $71,440	170 Added 13.87%	1,396 $567,000
Q1 2024 May 13, 2024	SELL	$359.29 - $420.52 $2,515 - $2,943	-7 Reduced 0.57%	1,226 $515,000
Q4 2023 Jan 26, 2024	BUY	$331.71 - $362.68 $14,595 - $15,957	44 Added 3.7%	1,233 $439,000
Q2 2023 Aug 01, 2023	BUY	$309.07 - $341.0 $25,961 - $28,644	84 Added 7.6%	1,189 $405,000
Q1 2023 May 04, 2023	SELL	$293.51 - $320.37 $13,501 - $14,737	-46 Reduced 4.0%	1,105 $341,000
Q4 2022 Jan 26, 2023	BUY	$264.0 - $318.6 $6,600 - $7,965	25 Added 2.22%	1,151 $0
Q3 2022 Oct 25, 2022	BUY	$264.32 - $306.65 $84,053 - $97,514	318 Added 39.36%	1,126 $300,000
Q1 2022 May 04, 2022	BUY	$300.79 - $359.57 $24,664 - $29,484	82 Added 11.29%	808 $285,000
Q4 2021 Feb 03, 2022	SELL	$273.64 - $300.17 $21,070 - $23,113	-77 Reduced 9.59%	726 $217,000
Q3 2021 Oct 20, 2021	BUY	$272.66 - $291.28 $12,269 - $13,107	45 Added 5.94%	803 $219,000
Q2 2021 Jul 23, 2021	BUY	$258.2 - $292.52 $195,715 - $221,730	758 New	758 $210,000
Q1 2021 May 10, 2021	SELL	$227.36 - $263.99 $140,508 - $163,145	-618 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$200.7 - $233.92 $124,032 - $144,562	618 New	618 $143,000

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

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 $590B

More about BRK-B

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Safeguard Investment Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History