Safeguard Investment Advisory Group, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Safeguard Investment Advisory Group, LLC

$350 Million
Q3 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 1,644 shares of BRKB stock, worth $0. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,644

Previous 1,396 17.77%

Holding current value

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	N/A	248 Added 17.77%	1,644 $756,000
Q2 2024 Aug 09, 2024	BUY	N/A	170 Added 13.87%	1,396 $567,000
Q1 2024 May 13, 2024	SELL	N/A	-7 Reduced 0.57%	1,226 $515,000
Q4 2023 Jan 26, 2024	BUY	N/A	44 Added 3.7%	1,233 $439,000
Q2 2023 Aug 01, 2023	BUY	N/A	84 Added 7.6%	1,189 $405,000
Q1 2023 May 04, 2023	SELL	N/A	-46 Reduced 4.0%	1,105 $341,000
Q4 2022 Jan 26, 2023	BUY	N/A	25 Added 2.22%	1,151 $0
Q3 2022 Oct 25, 2022	BUY	N/A	318 Added 39.36%	1,126 $300,000
Q1 2022 May 04, 2022	BUY	N/A	82 Added 11.29%	808 $285,000
Q4 2021 Feb 03, 2022	SELL	N/A	-77 Reduced 9.59%	726 $217,000
Q3 2021 Oct 20, 2021	BUY	N/A	45 Added 5.94%	803 $219,000
Q2 2021 Jul 23, 2021	BUY	N/A	758 New	758 $210,000
Q1 2021 May 10, 2021	SELL	N/A	-618 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	N/A	618 New	618 $143,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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Safeguard Investment Advisory Group, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History