United Asset Strategies, Inc. Berkshire Hathaway Inc Class B Transaction History

United Asset Strategies, Inc.

$993 Million
Q1 2024

A detailed history of United Asset Strategies, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, United Asset Strategies, Inc. holds 5,303 shares of BRK-B stock, worth $2.16 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

5,303

Previous 4,887 8.51%

Holding current value

$2.16 Million

Previous $1.74 Million 28.01%

% of portfolio

0.22%

Previous 0.2%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$359.29 - $420.52 $149,464 - $174,936	416 Added 8.51%	5,303 $2.23 Million
Q4 2023 Jan 30, 2024	SELL	$331.71 - $362.68 $17,248 - $18,859	-52 Reduced 1.05%	4,887 $1.74 Million
Q3 2023 Nov 07, 2023	SELL	$340.9 - $370.48 $132,610 - $144,116	-389 Reduced 7.3%	4,939 $1.73 Million
Q2 2023 Jul 25, 2023	BUY	$309.07 - $341.0 $133,518 - $147,312	432 Added 8.82%	5,328 $1.82 Million
Q1 2023 Apr 25, 2023	SELL	$293.51 - $320.37 $2,935 - $3,203	-10 Reduced 0.2%	4,896 $1.51 Million

Q4 2022 Jan 26, 2023	SELL	$264.0 - $318.6 $35,904 - $43,329	-136 Reduced 2.7%	4,906 $0
Q3 2022 Oct 24, 2022	SELL	$264.32 - $306.65 $42,291 - $49,064	-160 Reduced 3.08%	5,042 $1.35 Million
Q2 2022 Aug 15, 2022	SELL	$267.52 - $353.1 $10,165 - $13,417	-38 Reduced 0.73%	5,202 $1.42 Million
Q1 2022 Apr 29, 2022	SELL	$300.79 - $359.57 $4,511 - $5,393	-15 Reduced 0.29%	5,240 $1.85 Million
Q4 2021 Jan 31, 2022	BUY	$273.64 - $300.17 $56,369 - $61,835	206 Added 4.08%	5,255 $1.57 Million
Q3 2021 Oct 21, 2021	BUY	$272.66 - $291.28 $3,544 - $3,786	13 Added 0.26%	5,049 $1.38 Million
Q2 2021 Jul 19, 2021	BUY	$258.2 - $292.52 $27,369 - $31,007	106 Added 2.15%	5,036 $1.4 Million
Q1 2021 Apr 27, 2021	SELL	$227.36 - $263.99 $129,595 - $150,474	-570 Reduced 10.36%	4,930 $1.26 Million
Q4 2020 Feb 05, 2021	SELL	$200.7 - $233.92 $30,506 - $35,555	-152 Reduced 2.69%	5,500 $1.28 Million
Q3 2020 Nov 03, 2020	BUY	$177.99 - $221.68 $48,057 - $59,853	270 Added 5.02%	5,652 $1.2 Million
Q2 2020 Aug 03, 2020	SELL	$169.25 - $201.56 $105,781 - $125,975	-625 Reduced 10.4%	5,382 $961,000
Q1 2020 May 08, 2020	SELL	$162.13 - $230.2 $15,402 - $21,869	-95 Reduced 1.56%	6,007 $1.1 Million
Q4 2019 Feb 12, 2020	BUY	$203.1 - $227.05 $6,499 - $7,265	32 Added 0.53%	6,102 $1.38 Million
Q3 2019 Nov 01, 2019	BUY	$195.81 - $215.25 $14,294 - $15,713	73 Added 1.22%	6,070 $1.26 Million
Q2 2019 Jul 31, 2019	BUY	$197.42 - $218.6 $18,754 - $20,767	95 Added 1.61%	5,997 $1.28 Million
Q1 2019 May 02, 2019	SELL	$191.66 - $209.19 $52,706 - $57,527	-275 Reduced 4.45%	5,902 $1.19 Million
Q4 2018 Feb 11, 2019	BUY	$187.76 - $223.76 $31,543 - $37,591	168 Added 2.8%	6,177 $1.26 Million
Q3 2018 Nov 07, 2018	SELL	$186.02 - $221.68 $26,972 - $32,143	-145 Reduced 2.36%	6,009 $1.29 Million
Q2 2018 Aug 07, 2018	SELL	$184.91 - $201.2 $14,977 - $16,297	-81 Reduced 1.3%	6,154 $1.15 Million
Q1 2018 May 14, 2018	BUY	$191.42 - $217.25 $28,904 - $32,804	151 Added 2.48%	6,235 $1.24 Million
Q4 2017 Feb 09, 2018	BUY	$181.06 - $199.56 $74,234 - $81,819	410 Added 7.23%	6,084 $1.21 Million
Q3 2017 Nov 02, 2017	BUY	$173.99 - $183.82 $987,219 - $1.04 Million	5,674	5,674 $1.04 Million

Others Institutions Holding BRK-B

# of Institutions

4,163

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 $530B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.

Account

United Asset Strategies, Inc. Berkshire Hathaway Inc Class B Transaction History