A detailed history of M Holdings Securities, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, M Holdings Securities, Inc. holds 13,215 shares of BRK-B stock, worth $6.06 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
13,215
Previous 34,888 62.12%
Holding current value
$6.06 Million
Previous $14.2 Million 57.17%
% of portfolio
1.53%
Previous 1.84%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$405.19 - $478.57 $8.78 Million - $10.4 Million
-21,673 Reduced 62.12%
13,215 $6.08 Million
Q2 2024

Aug 13, 2024

BUY
$396.73 - $420.24 $6.53 Million - $6.92 Million
16,461 Added 89.33%
34,888 $14.2 Million
Q1 2024

May 14, 2024

BUY
$359.29 - $420.52 $89,103 - $104,288
248 Added 1.36%
18,427 $7.75 Million
Q4 2023

Feb 14, 2024

BUY
$331.71 - $362.68 $981,529 - $1.07 Million
2,959 Added 19.44%
18,179 $6.48 Million
Q3 2023

Feb 14, 2024

SELL
$340.9 - $370.48 $18,749 - $20,376
-55 Reduced 0.36%
15,220 $5.33 Million
Q2 2023

Sep 26, 2023

SELL
$309.07 - $341.0 $1.51 Million - $1.67 Million
-4,893 Reduced 24.26%
15,275 $5.21 Million
Q1 2023

May 15, 2023

SELL
$293.51 - $320.37 $11,740 - $12,814
-40 Reduced 0.2%
20,168 $6.2 Million
Q4 2022

Feb 10, 2023

SELL
$264.0 - $318.6 $93,192 - $112,465
-353 Reduced 1.72%
20,208 $6.24 Million
Q3 2022

Nov 16, 2022

SELL
$264.32 - $306.65 $2,114 - $2,453
-8 Reduced 0.04%
20,561 $5.49 Million
Q2 2022

Aug 16, 2022

BUY
$267.52 - $353.1 $362,757 - $478,803
1,356 Added 7.06%
20,569 $5.62 Million
Q1 2022

May 24, 2022

SELL
$300.79 - $359.57 $355,834 - $425,371
-1,183 Reduced 5.8%
19,213 $6.78 Million
Q2 2021

Aug 19, 2021

SELL
$258.2 - $292.52 $318,877 - $361,262
-1,235 Reduced 5.71%
20,396 $5.67 Million
Q1 2021

May 12, 2021

BUY
$227.36 - $263.99 $77,302 - $89,756
340 Added 1.6%
21,631 $5.53 Million
Q4 2020

Feb 26, 2021

BUY
$200.7 - $233.92 $1.35 Million - $1.57 Million
6,719 Added 46.11%
21,291 $4.94 Million
Q3 2020

Nov 16, 2020

SELL
$177.99 - $221.68 $1.32 Million - $1.65 Million
-7,439 Reduced 33.8%
14,572 $3.1 Million
Q2 2020

Aug 21, 2020

SELL
$169.25 - $201.56 $1.57 Million - $1.87 Million
-9,295 Reduced 29.69%
22,011 $3.93 Million
Q1 2020

May 13, 2020

BUY
$162.13 - $230.2 $3.07 Million - $4.37 Million
18,964 Added 153.65%
31,306 $5.72 Million
Q4 2019

Feb 10, 2020

SELL
$203.1 - $227.05 $1.46 Million - $1.63 Million
-7,165 Reduced 36.73%
12,342 $2.8 Million
Q3 2019

Nov 04, 2019

BUY
$195.81 - $215.25 $3.82 Million - $4.2 Million
19,507 New
19,507 $4.06 Million
Q2 2019

Aug 16, 2019

SELL
$197.42 - $218.6 $2.71 Million - $3 Million
-13,710 Closed
0 $0
Q1 2019

May 17, 2019

SELL
$191.66 - $209.19 $1.37 Million - $1.49 Million
-7,143 Reduced 34.25%
13,710 $2.75 Million
Q4 2018

Feb 15, 2019

BUY
$187.76 - $223.76 $157,718 - $187,958
840 Added 4.2%
20,853 $4.26 Million
Q3 2018

Nov 16, 2018

BUY
$186.02 - $221.68 $127,981 - $152,515
688 Added 3.56%
20,013 $4.29 Million
Q2 2018

Aug 17, 2018

BUY
$184.91 - $201.2 $1.41 Million - $1.53 Million
7,628 Added 65.21%
19,325 $3.61 Million
Q1 2018

May 18, 2018

SELL
$191.42 - $217.25 $1.15 Million - $1.31 Million
-6,009 Reduced 33.94%
11,697 $2.33 Million
Q4 2017

Feb 15, 2018

BUY
$181.06 - $199.56 $55,947 - $61,664
309 Added 1.78%
17,706 $3.49 Million
Q3 2017

Nov 15, 2017

BUY
$173.99 - $183.82 $182,167 - $192,459
1,047 Added 6.4%
17,397 $3.19 Million
Q2 2017

Aug 22, 2017

BUY
N/A
16,350
16,350 $2.77 Million

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 $597B
More about BRK-B
Track This Portfolio

Track M Holdings Securities, Inc. Portfolio

Follow M Holdings Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.