United Capital Financial Advisers, LLC Berkshire Hathaway Inc Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Berkshire Hathaway Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4 shares of BRK-A stock, worth $2.84 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4
Previous 4 -0.0%
Holding current value
$2.84 Million
Previous $2.45 Million 12.79%
% of portfolio
0.01%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$503375.0 - $555800.0 $1.01 Million - $1.11 Million
-2 Reduced 33.33%
4 $2.17 Million
Q3 2023

Nov 14, 2023
BUY
$517136.0 - $563073.0 $1.03 Million - $1.13 Million
2 Added 50.0%
6 $3.19 Million
Q2 2023

Aug 14, 2023
BUY
$467660.0 - $517810.0 $935,320 - $1.04 Million
2 Added 100.0%
4 $2.07 Million
Q1 2023

Aug 14, 2023
SELL
$442765.0 - $484522.5 $885,530 - $969,045
-2 Reduced 50.0%
2 $931,000
Q1 2023

May 15, 2023
SELL
$442765.0 - $484522.5 $3.98 Million - $4.36 Million
-9 Reduced 81.82%
2 $931,000
Q4 2022

Feb 14, 2023
BUY
$402836.0 - $479086.5 $402,836 - $479,086
1 Added 10.0%
11 $5.14 Million
Q2 2022

Aug 11, 2022
SELL
$402300.0 - $529000.0 $402,300 - $529,000
-1 Reduced 9.09%
10 $4.09 Million
Q1 2022

May 16, 2022
SELL
$454300.0 - $539180.0 $454,300 - $539,180
-1 Reduced 8.33%
11 $5.82 Million
Q3 2021

Nov 15, 2021
BUY
$410450.0 - $438160.0 $1.23 Million - $1.31 Million
3 Added 33.33%
12 $4.94 Million
Q2 2021

Aug 13, 2021
SELL
$390360.0 - $439460.0 $3.12 Million - $3.52 Million
-8 Reduced 47.06%
9 $3.77 Million
Q1 2021

May 14, 2021
BUY
$341820.0 - $398840.0 $3.42 Million - $3.99 Million
10 Added 142.86%
17 $6.56 Million
Q2 2020

Aug 13, 2020
SELL
$253501.0 - $302235.0 $1.01 Million - $1.21 Million
-4 Reduced 36.36%
7 $1.87 Million
Q1 2020

May 15, 2020
BUY
$240000.0 - $344970.0 $240,000 - $344,970
1 Added 10.0%
11 $2.99 Million
Q4 2019

Feb 14, 2020
BUY
$305090.0 - $340380.0 $305,090 - $340,380
1 Added 11.11%
10 $3.4 Million
Q2 2019

Aug 13, 2019
BUY
$297060.0 - $327766.0 $594,120 - $655,532
2 Added 28.57%
9 $2.87 Million
Q4 2018

Feb 14, 2019
BUY
$282640.0 - $335630.0 $282,640 - $335,630
1 Added 16.67%
7 $2.14 Million
Q3 2018

Nov 14, 2018
SELL
$282000.0 - $333415.0 $282,000 - $333,415
-1 Reduced 14.29%
6 $1.92 Million
Q1 2018

May 15, 2018
SELL
$288000.0 - $325915.0 $288,000 - $325,915
-1 Reduced 12.5%
7 $2.09 Million
Q4 2017

Feb 13, 2018
BUY
$271410.0 - $299360.0 $271,410 - $299,360
1 Added 14.29%
8 $2.39 Million
Q2 2017

Aug 14, 2017
BUY
N/A
7
7 $1.78 Million

Others Institutions Holding BRK-A

# of Institutions
1,137
Shares Held
418K
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHAWAY INC

BRK-A Quotes by TradingView
  • Ticker BRK-A
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 599,924
  • Market Cap $425B
  • Description
  • Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricit...
More about BRK-A
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