Beacon Investment Advisory Services, Inc. Berkshire Hathaway Inc Class B Transaction History

Beacon Investment Advisory Services, Inc.

$2.38 Billion
Q3 2024

A detailed history of Beacon Investment Advisory Services, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 10,071 shares of BRK-B stock, worth $4.62 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

10,071

Previous 9,580 5.13%

Holding current value

$4.62 Million

Previous $3.9 Million 18.94%

% of portfolio

0.19%

Previous 0.17%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$405.19 - $478.57 $198,948 - $234,977	491 Added 5.13%	10,071 $4.64 Million
Q2 2024 Aug 14, 2024	BUY	$396.73 - $420.24 $113,068 - $119,768	285 Added 3.07%	9,580 $3.9 Million
Q1 2024 May 09, 2024	BUY	$359.29 - $420.52 $56,767 - $66,442	158 Added 1.73%	9,295 $3.91 Million
Q4 2023 Feb 12, 2024	BUY	$331.71 - $362.68 $70,322 - $76,888	212 Added 2.38%	9,137 $3.26 Million
Q2 2023 Jul 21, 2023	SELL	$309.07 - $341.0 $46,360 - $51,150	-150 Reduced 1.65%	8,925 $3.04 Million
Q1 2023 May 04, 2023	SELL	$293.51 - $320.37 $107,131 - $116,935	-365 Reduced 3.87%	9,075 $2.8 Million
Q4 2022 Jan 13, 2023	BUY	$264.0 - $318.6 $35,112 - $42,373	133 Added 1.43%	9,440 $0
Q3 2022 Oct 20, 2022	SELL	$264.32 - $306.65 $52,864 - $61,329	-200 Reduced 2.1%	9,307 $2.49 Million
Q2 2022 Jul 21, 2022	SELL	$267.52 - $353.1 $475,383 - $627,458	-1,777 Reduced 15.75%	9,507 $2.6 Million
Q1 2022 May 12, 2022	SELL	$300.79 - $359.57 $43,915 - $52,497	-146 Reduced 1.28%	11,284 $3.98 Million
Q4 2021 Feb 04, 2022	BUY	$273.64 - $300.17 $93,311 - $102,357	341 Added 3.08%	11,430 $3.42 Million
Q3 2021 Nov 09, 2021	SELL	$272.66 - $291.28 $367,545 - $392,645	-1,348 Reduced 10.84%	11,089 $3.03 Million
Q2 2021 Aug 02, 2021	BUY	$258.2 - $292.52 $49,058 - $55,578	190 Added 1.55%	12,437 $3.46 Million
Q1 2021 May 21, 2021	SELL	$227.36 - $263.99 $53,202 - $61,773	-234 Reduced 1.87%	12,247 $3.13 Million
Q4 2020 Feb 08, 2021	SELL	$200.7 - $233.92 $107,575 - $125,381	-536 Reduced 4.12%	12,481 $2.89 Million
Q3 2020 Oct 29, 2020	BUY	$177.99 - $221.68 $220,885 - $275,104	1,241 Added 10.54%	13,017 $2.77 Million
Q2 2020 Jul 28, 2020	BUY	$169.25 - $201.56 $65,161 - $77,600	385 Added 3.38%	11,776 $2.1 Million
Q1 2020 May 05, 2020	SELL	$162.13 - $230.2 $60,312 - $85,634	-372 Reduced 3.16%	11,391 $2.08 Million
Q4 2019 Jan 31, 2020	BUY	$203.1 - $227.05 $1.23 Million - $1.38 Million	6,061 Added 106.3%	11,763 $2.66 Million
Q3 2019 Oct 29, 2019	BUY	$195.81 - $215.25 $97,121 - $106,764	496 Added 9.53%	5,702 $1.19 Million
Q1 2019 May 15, 2019	SELL	$191.66 - $209.19 $216,959 - $236,803	-1,132 Reduced 17.86%	5,206 $1.05 Million
Q4 2018 Feb 08, 2019	SELL	$187.76 - $223.76 $4,694 - $5,594	-25 Reduced 0.39%	6,338 $1.29 Million
Q3 2018 Nov 09, 2018	SELL	$186.02 - $221.68 $9,301 - $11,084	-50 Reduced 0.78%	6,363 $1.36 Million
Q2 2018 Aug 09, 2018	SELL	$184.91 - $201.2 $220,782 - $240,232	-1,194 Reduced 15.7%	6,413 $1.2 Million
Q1 2018 Apr 26, 2018	BUY	$191.42 - $217.25 $175,532 - $199,218	917 Added 13.71%	7,607 $1.52 Million
Q4 2017 Feb 02, 2018	SELL	$181.06 - $199.56 $780,368 - $860,103	-4,310 Reduced 39.18%	6,690 $1.33 Million
Q3 2017 Nov 14, 2017	BUY	$173.99 - $183.82 $1.91 Million - $2.02 Million	11,000	11,000 $2.02 Million

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 $597B

More about BRK-B

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Beacon Investment Advisory Services, Inc. Berkshire Hathaway Inc Class B Transaction History