Marshall Financial Group LLC Berkshire Hathaway Inc Class B Transaction History

Marshall Financial Group LLC

$412 Million
Q3 2024

A detailed history of Marshall Financial Group LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Marshall Financial Group LLC holds 2,761 shares of BRK-B stock, worth $1.26 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

2,761

Previous 2,494 10.71%

Holding current value

$1.26 Million

Previous $1.01 Million 25.25%

% of portfolio

0.31%

Previous 0.29%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$405.19 - $478.57 $108,185 - $127,778	267 Added 10.71%	2,761 $1.27 Million
Q2 2024 Jul 19, 2024	SELL	$396.73 - $420.24 $14,282 - $15,128	-36 Reduced 1.42%	2,494 $1.01 Million
Q1 2024 Apr 19, 2024	BUY	$359.29 - $420.52 $2,515 - $2,943	7 Added 0.28%	2,530 $1.06 Million
Q3 2023 Oct 19, 2023	SELL	$340.9 - $370.48 $4,090 - $4,445	-12 Reduced 0.47%	2,523 $883,000
Q2 2023 Jul 17, 2023	SELL	$309.07 - $341.0 $9,890 - $10,912	-32 Reduced 1.25%	2,535 $864,000
Q1 2023 Apr 18, 2023	SELL	$293.51 - $320.37 $8,218 - $8,970	-28 Reduced 1.08%	2,567 $792,000
Q4 2022 Feb 01, 2023	SELL	$264.0 - $318.6 $7,656 - $9,239	-29 Reduced 1.11%	2,595 $801,000
Q3 2022 Oct 12, 2022	SELL	$264.32 - $306.65 $792 - $919	-3 Reduced 0.11%	2,624 $701,000
Q2 2022 Jul 25, 2022	SELL	$267.52 - $353.1 $103,262 - $136,296	-386 Reduced 12.81%	2,627 $717,000
Q1 2022 May 10, 2022	BUY	$300.79 - $359.57 $61,661 - $73,711	205 Added 7.3%	3,013 $1.06 Million
Q4 2021 Jan 27, 2022	SELL	$273.64 - $300.17 $4,925 - $5,403	-18 Reduced 0.64%	2,808 $840,000
Q3 2021 Oct 28, 2021	SELL	$272.66 - $291.28 $237,214 - $253,413	-870 Reduced 23.54%	2,826 $771,000
Q2 2021 Jul 14, 2021	BUY	$258.2 - $292.52 $226,957 - $257,125	879 Added 31.2%	3,696 $1.03 Million
Q1 2021 Apr 20, 2021	SELL	$227.36 - $263.99 $27,737 - $32,206	-122 Reduced 4.15%	2,817 $720,000
Q4 2020 Jan 29, 2021	BUY	$200.7 - $233.92 $589,857 - $687,490	2,939 New	2,939 $681,000

Others Institutions Holding BRK-B

# of Institutions

4,306

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.27M

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 $592B

More about BRK-B

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Marshall Financial Group LLC Berkshire Hathaway Inc Class B Transaction History