Valmark Advisers, Inc. Berkshire Hathaway Inc Class B Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Valmark Advisers, Inc. holds 52,576 shares of BRK-B stock, worth $24 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

52,576

Previous 50,866 3.36%

Holding current value

$24 Million

Previous $20.7 Million 16.94%

% of portfolio

0.38%

Previous 0.35%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$405.19 - $478.57 $692,874 - $818,354	1,710 Added 3.36%	52,576 $24.2 Million
Q2 2024 Jul 31, 2024	BUY	$396.73 - $420.24 $1.31 Million - $1.39 Million	3,305 Added 6.95%	50,866 $20.7 Million
Q1 2024 May 03, 2024	BUY	$359.29 - $420.52 $803,731 - $940,703	2,237 Added 4.94%	47,561 $20 Million
Q4 2023 Feb 02, 2024	SELL	$331.71 - $362.68 $206,987 - $226,312	-624 Reduced 1.36%	45,324 $16.2 Million
Q3 2023 Nov 07, 2023	BUY	$340.9 - $370.48 $511,009 - $555,349	1,499 Added 3.37%	45,948 $16.1 Million
Q2 2023 Aug 02, 2023	BUY	$309.07 - $341.0 $597,741 - $659,494	1,934 Added 4.55%	44,449 $15.2 Million
Q1 2023 May 01, 2023	BUY	$293.51 - $320.37 $982,377 - $1.07 Million	3,347 Added 8.55%	42,515 $13.1 Million
Q4 2022 Feb 06, 2023	BUY	$264.0 - $318.6 $2.39 Million - $2.88 Million	9,040 Added 30.01%	39,168 $12.1 Million
Q3 2022 Nov 02, 2022	BUY	$264.32 - $306.65 $616,394 - $715,107	2,332 Added 8.39%	30,128 $8.05 Million
Q2 2022 Aug 01, 2022	BUY	$267.52 - $353.1 $2.32 Million - $3.07 Million	8,689 Added 45.48%	27,796 $7.59 Million
Q1 2022 May 10, 2022	BUY	$300.79 - $359.57 $2.68 Million - $3.2 Million	8,913 Added 87.43%	19,107 $6.74 Million
Q4 2021 Feb 02, 2022	SELL	$273.64 - $300.17 $107,814 - $118,266	-394 Reduced 3.72%	10,194 $3.05 Million
Q3 2021 Nov 09, 2021	BUY	$272.66 - $291.28 $13,087 - $13,981	48 Added 0.46%	10,588 $2.89 Million
Q2 2021 Aug 06, 2021	BUY	$258.2 - $292.52 $191,584 - $217,049	742 Added 7.57%	10,540 $2.93 Million
Q1 2021 May 04, 2021	BUY	$227.36 - $263.99 $426,072 - $494,717	1,874 Added 23.65%	9,798 $2.5 Million
Q4 2020 Feb 03, 2021	BUY	$200.7 - $233.92 $83,290 - $97,076	415 Added 5.53%	7,924 $1.84 Million
Q3 2020 Nov 09, 2020	BUY	$177.99 - $221.68 $133,136 - $165,816	748 Added 11.06%	7,509 $1.6 Million
Q2 2020 Jul 31, 2020	BUY	$169.25 - $201.56 $6,093 - $7,256	36 Added 0.54%	6,761 $1.21 Million
Q1 2020 May 01, 2020	SELL	$162.13 - $230.2 $3,242 - $4,604	-20 Reduced 0.3%	6,725 $1.23 Million
Q4 2019 Jan 31, 2020	BUY	$203.1 - $227.05 $35,339 - $39,506	174 Added 2.65%	6,745 $1.53 Million
Q3 2019 Nov 06, 2019	BUY	$195.81 - $215.25 $174,466 - $191,787	891 Added 15.69%	6,571 $1.37 Million
Q2 2019 Aug 07, 2019	SELL	$197.42 - $218.6 $29,612 - $32,790	-150 Reduced 2.57%	5,680 $1.21 Million
Q1 2019 May 10, 2019	BUY	$191.66 - $209.19 $5,749 - $6,275	30 Added 0.52%	5,830 $1.17 Million
Q4 2018 Feb 07, 2019	BUY	$187.76 - $223.76 $377,773 - $450,205	2,012 Added 53.12%	5,800 $1.18 Million
Q3 2018 Nov 02, 2018	BUY	$186.02 - $221.68 $37,390 - $44,557	201 Added 5.6%	3,788 $811,000
Q2 2018 Aug 07, 2018	BUY	$184.91 - $201.2 $43,084 - $46,879	233 Added 6.95%	3,587 $670,000
Q1 2018 May 07, 2018	SELL	$191.42 - $217.25 $88,436 - $100,369	-462 Reduced 12.11%	3,354 $669,000
Q4 2017 Feb 09, 2018	BUY	$181.06 - $199.56 $146,839 - $161,843	811 Added 26.99%	3,816 $756,000
Q3 2017 Nov 06, 2017	BUY	$173.99 - $183.82 $522,839 - $552,379	3,005	3,005 $551,000

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

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 $595B

More about BRK-B

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Valmark Advisers, Inc. Berkshire Hathaway Inc Class B Transaction History