Safeguard Investment Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History

Safeguard Investment Advisory Group, LLC

$350 Million
Q3 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 1,644 shares of BRK-B stock, worth $754,727. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,644

Previous 1,396 17.77%

Holding current value

$754,727

Previous $567,000 33.33%

% of portfolio

0.22%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$405.19 - $478.57 $100,487 - $118,685	248 Added 17.77%	1,644 $756,000
Q2 2024 Aug 09, 2024	BUY	$396.73 - $420.24 $67,444 - $71,440	170 Added 13.87%	1,396 $567,000
Q1 2024 May 13, 2024	SELL	$359.29 - $420.52 $2,515 - $2,943	-7 Reduced 0.57%	1,226 $515,000
Q4 2023 Jan 26, 2024	BUY	$331.71 - $362.68 $14,595 - $15,957	44 Added 3.7%	1,233 $439,000
Q2 2023 Aug 01, 2023	BUY	$309.07 - $341.0 $25,961 - $28,644	84 Added 7.6%	1,189 $405,000
Q1 2023 May 04, 2023	SELL	$293.51 - $320.37 $13,501 - $14,737	-46 Reduced 4.0%	1,105 $341,000
Q4 2022 Jan 26, 2023	BUY	$264.0 - $318.6 $6,600 - $7,965	25 Added 2.22%	1,151 $0
Q3 2022 Oct 25, 2022	BUY	$264.32 - $306.65 $84,053 - $97,514	318 Added 39.36%	1,126 $300,000
Q1 2022 May 04, 2022	BUY	$300.79 - $359.57 $24,664 - $29,484	82 Added 11.29%	808 $285,000
Q4 2021 Feb 03, 2022	SELL	$273.64 - $300.17 $21,070 - $23,113	-77 Reduced 9.59%	726 $217,000
Q3 2021 Oct 20, 2021	BUY	$272.66 - $291.28 $12,269 - $13,107	45 Added 5.94%	803 $219,000
Q2 2021 Jul 23, 2021	BUY	$258.2 - $292.52 $195,715 - $221,730	758 New	758 $210,000
Q1 2021 May 10, 2021	SELL	$227.36 - $263.99 $140,508 - $163,145	-618 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$200.7 - $233.92 $124,032 - $144,562	618 New	618 $143,000

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 Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.

Account

Safeguard Investment Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History