Wills Financial Group, Inc. Berkshire Hathaway Inc Class B Transaction History

Wills Financial Group, Inc.

$202 Million
Q1 2024

A detailed history of Wills Financial Group, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wills Financial Group, Inc. holds 46,718 shares of BRK-B stock, worth $20.4 Million. This represents 9.71% of its overall portfolio holdings.

Number of Shares

46,718

Previous 46,879 0.34%

Holding current value

$20.4 Million

Previous $16.7 Million 17.5%

% of portfolio

9.71%

Previous 8.82%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$359.29 - $420.52 $57,845 - $67,703	-161 Reduced 0.34%	46,718 $19.6 Million
Q4 2023 Feb 14, 2024	SELL	$331.71 - $362.68 $80,605 - $88,131	-243 Reduced 0.52%	46,879 $16.7 Million
Q3 2023 Nov 14, 2023	BUY	$340.9 - $370.48 $108,406 - $117,812	318 Added 0.68%	47,122 $16.5 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $12,362 - $13,640	-40 Reduced 0.09%	46,804 $16 Million
Q1 2023 May 12, 2023	BUY	$293.51 - $320.37 $369,822 - $403,666	1,260 Added 2.76%	46,844 $14.5 Million

Q4 2022 Feb 14, 2023	SELL	$264.0 - $318.6 $6,072 - $7,327	-23 Reduced 0.05%	45,584 $14.1 Million
Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $2,643 - $3,066	-10 Reduced 0.02%	45,607 $12.2 Million
Q2 2022 Aug 05, 2022	SELL	$267.52 - $353.1 $160,512 - $211,860	-600 Reduced 1.3%	45,617 $12.5 Million
Q1 2022 May 13, 2022	BUY	$300.79 - $359.57 $120,616 - $144,187	401 Added 0.88%	46,217 $16.3 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $53,907 - $59,133	197 Added 0.43%	45,816 $13.7 Million
Q3 2021 Nov 12, 2021	SELL	$272.66 - $291.28 $332,099 - $354,779	-1,218 Reduced 2.6%	45,619 $12.5 Million
Q2 2021 Aug 13, 2021	BUY	$258.2 - $292.52 $241,158 - $273,213	934 Added 2.03%	46,837 $13 Million
Q1 2021 May 12, 2021	SELL	$227.36 - $263.99 $242,365 - $281,413	-1,066 Reduced 2.27%	45,903 $11.7 Million
Q4 2020 Feb 17, 2021	SELL	$200.7 - $233.92 $78,875 - $91,930	-393 Reduced 0.83%	46,969 $10.9 Million
Q3 2020 Nov 12, 2020	SELL	$177.99 - $221.68 $114,803 - $142,983	-645 Reduced 1.34%	47,362 $10.1 Million
Q2 2020 Aug 17, 2020	SELL	$169.25 - $201.56 $88,517 - $105,415	-523 Reduced 1.08%	48,007 $8.57 Million
Q1 2020 May 12, 2020	SELL	$162.13 - $230.2 $104,573 - $148,479	-645 Reduced 1.31%	48,530 $8.87 Million
Q4 2019 Feb 14, 2020	SELL	$203.1 - $227.05 $64,382 - $71,974	-317 Reduced 0.64%	49,175 $11.1 Million
Q3 2019 Nov 14, 2019	SELL	$195.81 - $215.25 $6,461 - $7,103	-33 Reduced 0.07%	49,492 $10.3 Million
Q2 2019 Aug 14, 2019	BUY	$197.42 - $218.6 $38,891 - $43,064	197 Added 0.4%	49,525 $10.6 Million
Q1 2019 May 14, 2019	SELL	$191.66 - $209.19 $24,915 - $27,194	-130 Reduced 0.26%	49,328 $9.91 Million
Q4 2018 Feb 14, 2019	BUY	$187.76 - $223.76 $287,648 - $342,800	1,532 Added 3.2%	49,458 $10.1 Million
Q3 2018 Nov 14, 2018	SELL	$186.02 - $221.68 $13,951 - $16,626	-75 Reduced 0.16%	47,926 $10.3 Million
Q2 2018 Aug 14, 2018	BUY	$184.91 - $201.2 $390,529 - $424,934	2,112 Added 4.6%	48,001 $8.96 Million
Q1 2018 May 11, 2018	SELL	$191.42 - $217.25 $5,168 - $5,865	-27 Reduced 0.06%	45,889 $9.15 Million
Q4 2017 Feb 08, 2018	BUY	$181.06 - $199.56 $4,345 - $4,789	24 Added 0.05%	45,916 $9.1 Million
Q3 2017 Nov 14, 2017	SELL	$173.99 - $183.82 $136,930 - $144,666	-787 Reduced 1.69%	45,892 $8.41 Million
Q2 2017 Aug 10, 2017	BUY	N/A	46,679	46,679 $7.91 Million

Others Institutions Holding BRK-B

# of Institutions

4,185

Shares Held

821M

Call Options Held

18.5M

Put Options Held

9.78M

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 $569B

More about BRK-B

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Wills Financial Group, Inc. Berkshire Hathaway Inc Class B Transaction History