A detailed history of Epic Trust Investment Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 1,199 shares of BRK-B stock, worth $545,425. This represents 0.57% of its overall portfolio holdings.

Number of Shares
1,199
Previous 1,549 22.6%
Holding current value
$545,425
Previous $651,000 25.19%
% of portfolio
0.57%
Previous 0.84%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$396.73 - $420.24 $138,855 - $147,084
-350 Reduced 22.6%
1,199 $487,000
Q4 2023

Feb 05, 2024

SELL
$331.71 - $362.68 $8,956 - $9,792
-27 Reduced 1.71%
1,549 $552,000
Q3 2023

Oct 16, 2023

BUY
$340.9 - $370.48 $73,293 - $79,653
215 Added 15.8%
1,576 $552,000
Q2 2023

Jul 24, 2023

SELL
$309.07 - $341.0 $618 - $682
-2 Reduced 0.15%
1,361 $464,000
Q1 2023

May 09, 2023

SELL
$293.51 - $320.37 $28,763 - $31,396
-98 Reduced 6.71%
1,363 $420,000
Q4 2022

Feb 14, 2023

BUY
$264.0 - $318.6 $25,080 - $30,267
95 Added 6.95%
1,461 $451,000
Q3 2022

Nov 07, 2022

BUY
$264.32 - $306.65 $4,757 - $5,519
18 Added 1.34%
1,366 $365,000
Q2 2022

Aug 05, 2022

SELL
$267.52 - $353.1 $26,752 - $35,310
-100 Reduced 6.91%
1,348 $368,000
Q4 2021

Jan 14, 2022

BUY
$273.64 - $300.17 $396,230 - $434,646
1,448 New
1,448 $433,000

Others Institutions Holding BRK-B

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 $592B
More about BRK-B
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