Allegiance Financial Group Advisory Services LLC Berkshire Hathaway Inc Class B Transaction History

Allegiance Financial Group Advisory Services LLC

$435 Billion
Q3 2025

A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 1,442 shares of BRK-B stock, worth $733,891. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,442

Previous 1,445 0.21%

Holding current value

$733,891

Previous $702 Million 3.28%

% of portfolio

0.17%

Previous 0.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$459.11 - $506.91 $1,377 - $1,520	-3 Reduced 0.21%	1,442 $725 Million
Q2 2025 Jul 23, 2025	BUY	$483.48 - $539.8 $324,898 - $362,745	672 Added 86.93%	1,445 $702 Million
Q1 2025 May 05, 2025	SELL	$442.66 - $534.52 $266,481 - $321,781	-602 Reduced 43.78%	773 $412 Million
Q4 2024 Feb 04, 2025	BUY	$442.29 - $483.08 $57,055 - $62,317	129 Added 10.35%	1,375 $623 Million
Q3 2024 Nov 13, 2024	SELL	$405.19 - $478.57 $72,934 - $86,142	-180 Reduced 12.62%	1,246 $573 Million

Q2 2024 Jul 24, 2024	SELL	$396.73 - $420.24 $242,005 - $256,346	-610 Reduced 29.96%	1,426 $580 Million
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $210,543 - $246,424	586 Added 40.41%	2,036 $856 Million
Q4 2023 Jan 22, 2024	BUY	$331.71 - $362.68 $7,961 - $8,704	24 Added 1.68%	1,450 $517 Million
Q3 2023 Oct 31, 2023	BUY	$340.9 - $370.48 $340 - $370	1 Added 0.07%	1,426 $500 Million
Q2 2023 Jul 26, 2023	BUY	$309.07 - $341.0 $309 - $341	1 Added 0.07%	1,425 $486 Million
Q4 2022 Feb 01, 2023	BUY	$264.0 - $318.6 $375,936 - $453,686	1,424 New	1,424 $440 Million

Others Institutions Holding BRK-B

# of Institutions

5,127

Shares Held

882M

Call Options Held

19.6M

Put Options Held

15.2M

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 $662B

More about BRK-B

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Allegiance Financial Group Advisory Services LLC Berkshire Hathaway Inc Class B Transaction History