White Lighthouse Investment Management Inc. Berkshire Hathaway Inc Class B Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 3,410 shares of BRK-B stock, worth $1.55 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,410

Previous 3,410 -0.0%

Holding current value

$1.55 Million

Previous $1.39 Million 13.12%

% of portfolio

0.28%

Previous 0.27%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$396.73 - $420.24 $138,062 - $146,243	348 Added 11.37%	3,410 $1.39 Million
Q1 2024 May 07, 2024	SELL	$359.29 - $420.52 $35,210 - $41,210	-98 Reduced 3.1%	3,062 $1.29 Million
Q4 2023 Jan 23, 2024	SELL	$331.71 - $362.68 $69,659 - $76,162	-210 Reduced 6.23%	3,160 $1.13 Million
Q3 2023 Oct 18, 2023	BUY	$340.9 - $370.48 $59,657 - $64,834	175 Added 5.48%	3,370 $1.18 Million
Q2 2023 Aug 07, 2023	BUY	$309.07 - $341.0 $95,811 - $105,710	310 Added 10.75%	3,195 $1.09 Million
Q1 2023 Apr 20, 2023	BUY	$293.51 - $320.37 $17,610 - $19,222	60 Added 2.12%	2,885 $890,000
Q2 2022 Jul 20, 2022	SELL	$267.52 - $353.1 $1,337 - $1,765	-5 Reduced 0.18%	2,825 $771,000
Q1 2022 Apr 20, 2022	BUY	$300.79 - $359.57 $392,530 - $469,238	1,305 Added 85.57%	2,830 $999,000
Q4 2021 Jan 12, 2022	BUY	$273.64 - $300.17 $1,368 - $1,500	5 Added 0.33%	1,525 $456,000
Q3 2021 Oct 20, 2021	SELL	$272.66 - $291.28 $179,955 - $192,244	-660 Reduced 30.28%	1,520 $415,000
Q2 2021 Jul 26, 2021	BUY	$258.2 - $292.52 $142,010 - $160,886	550 Added 33.74%	2,180 $606,000
Q2 2020 Jul 23, 2020	SELL	$169.25 - $201.56 $160,787 - $191,482	-950 Reduced 36.82%	1,630 $291,000
Q1 2020 Apr 07, 2020	SELL	$162.13 - $230.2 $3,242 - $4,604	-20 Reduced 0.77%	2,580 $472,000
Q4 2019 Jan 24, 2020	SELL	$203.1 - $227.05 $212,442 - $237,494	-1,046 Reduced 28.69%	2,600 $589,000
Q2 2019 Jul 31, 2019	BUY	$197.42 - $218.6 $83,903 - $92,905	425 Added 13.19%	3,646 $777,000
Q1 2019 May 08, 2019	SELL	$191.66 - $209.19 $206,034 - $224,879	-1,075 Reduced 25.02%	3,221 $647,000
Q4 2018 Jan 23, 2019	SELL	$187.76 - $223.76 $93,880 - $111,880	-500 Reduced 10.43%	4,296 $877,000
Q1 2018 Apr 12, 2018	SELL	$191.42 - $217.25 $9,571 - $10,862	-50 Reduced 1.03%	4,796 $957,000
Q4 2017 Jan 10, 2018	BUY	$181.06 - $199.56 $877,416 - $967,067	4,846	4,846 $961,000

Others Institutions Holding BRK-B

# of Institutions

4,381

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 $593B

More about BRK-B

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White Lighthouse Investment Management Inc. Berkshire Hathaway Inc Class B Transaction History