United Capital Financial Advisers, LLC Berkshire Hathaway Inc Class B Transaction History

United Capital Financial Advisers, LLC

  • $12 Billion
  • Q1 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 252,588 shares of BRK-B stock, worth $104 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
252,588
Previous 250,929 0.66%
Holding current value
$104 Million
Previous $89.5 Million 18.68%
% of portfolio
0.88%
Previous 0.75%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$359.29 - $420.52 $596,062 - $697,642
1,659 Added 0.66%
252,588 $106 Million
Q4 2023

Feb 14, 2024
SELL
$331.71 - $362.68 $15.9 Million - $17.4 Million
-48,016 Reduced 16.06%
250,929 $89.5 Million
Q3 2023

Nov 14, 2023
SELL
$340.9 - $370.48 $12.7 Million - $13.8 Million
-37,244 Reduced 11.08%
298,945 $105 Million
Q2 2023

Aug 14, 2023
SELL
$309.07 - $341.0 $5.68 Million - $6.27 Million
-18,389 Reduced 5.19%
336,189 $115 Million
Q1 2023

Aug 14, 2023
BUY
$293.51 - $320.37 $4.17 Million - $4.55 Million
14,216 Added 4.23%
350,405 $108 Million
Q1 2023

May 15, 2023
SELL
$293.51 - $320.37 $11.2 Million - $12.3 Million
-38,265 Reduced 9.74%
354,578 $109 Million
Q4 2022

Feb 14, 2023
SELL
$264.0 - $318.6 $2.6 Million - $3.14 Million
-9,853 Reduced 2.45%
392,843 $121 Million
Q3 2022

Nov 14, 2022
SELL
$264.32 - $306.65 $2.15 Million - $2.5 Million
-8,152 Reduced 1.98%
402,696 $108 Million
Q2 2022

Aug 11, 2022
SELL
$267.52 - $353.1 $972,702 - $1.28 Million
-3,636 Reduced 0.88%
410,848 $112 Million
Q1 2022

May 16, 2022
SELL
$300.79 - $359.57 $5.77 Million - $6.9 Million
-19,181 Reduced 4.42%
414,484 $146 Million
Q4 2021

Feb 14, 2022
BUY
$273.64 - $300.17 $522,105 - $572,724
1,908 Added 0.44%
433,665 $130 Million
Q3 2021

Nov 15, 2021
SELL
$272.66 - $291.28 $374,362 - $399,927
-1,373 Reduced 0.32%
431,757 $118 Million
Q2 2021

Aug 13, 2021
SELL
$258.2 - $292.52 $1.95 Million - $2.21 Million
-7,563 Reduced 1.72%
433,130 $120 Million
Q1 2021

May 14, 2021
SELL
$227.36 - $263.99 $5.31 Million - $6.16 Million
-23,338 Reduced 5.03%
440,693 $113 Million
Q4 2020

Feb 17, 2021
SELL
$200.7 - $233.92 $1.4 Million - $1.63 Million
-6,960 Reduced 1.48%
464,031 $108 Million
Q3 2020

Nov 13, 2020
SELL
$177.99 - $221.68 $2 Million - $2.49 Million
-11,244 Reduced 2.33%
470,991 $100 Million
Q2 2020

Aug 13, 2020
BUY
$169.25 - $201.56 $9.28 Million - $11.1 Million
54,856 Added 12.84%
482,235 $86.1 Million
Q1 2020

May 15, 2020
SELL
$162.13 - $230.2 $215,795 - $306,396
-1,331 Reduced 0.31%
427,379 $77.1 Million
Q4 2019

Feb 14, 2020
BUY
$203.1 - $227.05 $5.34 Million - $5.97 Million
26,301 Added 6.54%
428,710 $97.1 Million
Q3 2019

Nov 14, 2019
SELL
$195.81 - $215.25 $1.94 Million - $2.13 Million
-9,914 Reduced 2.4%
402,409 $83.7 Million
Q2 2019

Aug 13, 2019
BUY
$197.42 - $218.6 $5.55 Million - $6.14 Million
28,088 Added 7.31%
412,323 $87.9 Million
Q1 2019

May 14, 2019
BUY
$191.66 - $209.19 $2.23 Million - $2.43 Million
11,616 Added 3.12%
384,235 $77.2 Million
Q4 2018

Feb 14, 2019
BUY
$187.76 - $223.76 $3.23 Million - $3.84 Million
17,179 Added 4.83%
372,619 $76.1 Million
Q3 2018

Nov 14, 2018
BUY
$186.02 - $221.68 $261,544 - $311,682
1,406 Added 0.4%
355,440 $76.1 Million
Q2 2018

Aug 14, 2018
SELL
$184.91 - $201.2 $590,417 - $642,431
-3,193 Reduced 0.89%
354,034 $66.1 Million
Q1 2018

May 15, 2018
BUY
$191.42 - $217.25 $1.1 Million - $1.25 Million
5,738 Added 1.63%
357,227 $71.3 Million
Q4 2017

Feb 13, 2018
BUY
$181.06 - $199.56 $1.39 Million - $1.53 Million
7,659 Added 2.23%
351,489 $70.1 Million
Q3 2017

Nov 14, 2017
BUY
$173.99 - $183.82 $692,480 - $731,603
3,980 Added 1.17%
343,830 $63 Million
Q2 2017

Aug 14, 2017
BUY
N/A
339,850
339,850 $57.6 Million

Others Institutions Holding BRK-B

# of Institutions
4,166
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.81M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $535B
More about BRK-B
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