Lehman & Derafelo Financial Resources LLC Berkshire Hathaway Inc Class B Transaction History

Lehman & Derafelo Financial Resources LLC

$337 Million
Q4 2022

A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 63,582 shares of BRK-B stock, worth $29.2 Million. This represents 5.83% of its overall portfolio holdings.

Number of Shares

63,582

Previous 60,910 4.39%

Holding current value

$29.2 Million

Previous $16.3 Million 20.76%

% of portfolio

5.83%

Previous 5.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	BUY	$264.0 - $318.6 $705,408 - $851,299	2,672 Added 4.39%	63,582 $0
Q3 2022 Oct 21, 2022	BUY	$264.32 - $306.65 $635,953 - $737,799	2,406 Added 4.11%	60,910 $16.3 Million
Q2 2022 Jul 19, 2022	BUY	$267.52 - $353.1 $181,646 - $239,754	679 Added 1.17%	58,504 $16 Million
Q1 2022 Apr 21, 2022	SELL	$300.79 - $359.57 $230,705 - $275,790	-767 Reduced 1.31%	57,825 $20.4 Million
Q4 2021 Feb 11, 2022	BUY	$273.64 - $300.17 $51,717 - $56,732	189 Added 0.32%	58,592 $17.5 Million
Q3 2021 Oct 28, 2021	SELL	$272.66 - $291.28 $703,462 - $751,502	-2,580 Reduced 4.23%	58,403 $15.9 Million
Q2 2021 Jul 19, 2021	BUY	$258.2 - $292.52 $48,283 - $54,701	187 Added 0.31%	60,983 $16.9 Million
Q1 2021 Apr 21, 2021	BUY	$227.36 - $263.99 $85,942 - $99,788	378 Added 0.63%	60,796 $15.5 Million
Q4 2020 Jun 04, 2021	BUY	$200.7 - $233.92 $90,315 - $105,264	450 Added 0.75%	60,418 $14 Million
Q4 2020 Jan 20, 2021	SELL	$200.7 - $233.92 $507,168 - $591,115	-2,527 Reduced 4.04%	59,968 $13.9 Million
Q3 2020 Nov 06, 2020	BUY	$177.99 - $221.68 $73,153 - $91,110	411 Added 0.66%	62,495 $13.3 Million
Q2 2020 Jul 30, 2020	BUY	$169.25 - $201.56 $307,527 - $366,234	1,817 Added 3.01%	62,084 $11.1 Million
Q1 2020 May 13, 2020	BUY	$162.13 - $230.2 $446,181 - $633,510	2,752 Added 4.78%	60,267 $11 Million
Q4 2019 Feb 12, 2020	BUY	$203.1 - $227.05 $33,511 - $37,463	165 Added 0.29%	57,515 $13 Million
Q3 2019 Nov 12, 2019	BUY	$195.81 - $215.25 $661,837 - $727,545	3,380 Added 6.26%	57,350 $11.9 Million
Q2 2019 Aug 14, 2019	BUY	$197.42 - $218.6 $891,351 - $986,979	4,515 Added 9.13%	53,970 $11.6 Million
Q1 2019 May 14, 2019	BUY	$191.66 - $209.19 $369,903 - $403,736	1,930 Added 4.06%	49,455 $9.94 Million
Q4 2018 Feb 14, 2019	BUY	$187.76 - $223.76 $8.92 Million - $10.6 Million	47,525 New	47,525 $9.7 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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lehman & Derafelo Financial Resources LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lehman & Derafelo Financial Resources LLC with notifications on news.

Account

Lehman & Derafelo Financial Resources LLC Berkshire Hathaway Inc Class B Transaction History