Schechter Investment Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Schechter Investment Advisors, LLC

$997 Million
Q3 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 22,016 shares of BRK-B stock, worth $10.5 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

22,016

Previous 25,030 12.04%

Holding current value

$10.5 Million

Previous $10.2 Million 0.48%

% of portfolio

1.02%

Previous 1.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$405.19 - $478.57 $1.22 Million - $1.44 Million	-3,014 Reduced 12.04%	22,016 $10.1 Million
Q2 2024 Aug 12, 2024	BUY	$396.73 - $420.24 $20,629 - $21,852	52 Added 0.21%	25,030 $10.2 Million
Q1 2024 May 06, 2024	BUY	$359.29 - $420.52 $1.11 Million - $1.3 Million	3,099 Added 14.16%	24,978 $10.5 Million
Q4 2023 Jan 17, 2024	SELL	$331.71 - $362.68 $278,968 - $305,013	-841 Reduced 3.7%	21,879 $7.8 Million
Q3 2023 Nov 06, 2023	SELL	$340.9 - $370.48 $170,450 - $185,240	-500 Reduced 2.15%	22,720 $7.96 Million
Q2 2023 Jul 26, 2023	BUY	$309.07 - $341.0 $109,410 - $120,714	354 Added 1.55%	23,220 $7.92 Million
Q1 2023 Apr 28, 2023	BUY	$293.51 - $320.37 $219,545 - $239,636	748 Added 3.38%	22,866 $7.06 Million
Q4 2022 Feb 13, 2023	BUY	$264.0 - $318.6 $405,768 - $489,688	1,537 Added 7.47%	22,118 $6.83 Million
Q3 2022 Nov 04, 2022	SELL	$264.32 - $306.65 $7,400 - $8,586	-28 Reduced 0.14%	20,581 $5.5 Million
Q2 2022 Nov 03, 2022	BUY	$267.52 - $353.1 $5.51 Million - $7.28 Million	20,609 New	20,609 $5.63 Million
Q1 2022 Nov 18, 2022	BUY	$300.79 - $359.57 $314,927 - $376,469	1,047 Added 5.09%	21,628 $7.63 Million
Q4 2021 Dec 27, 2022	BUY	$273.64 - $300.17 $139,009 - $152,486	508 Added 2.47%	21,089 $6.31 Million

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 $623B

More about BRK-B

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Schechter Investment Advisors, LLC Berkshire Hathaway Inc Class B Transaction History