Sterling Investment Advisors, Ltd. Berkshire Hathaway Inc Class B Transaction History

Sterling Investment Advisors, Ltd.

$370 Million
Q3 2024

A detailed history of Sterling Investment Advisors, Ltd. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 8,240 shares of BRK-B stock, worth $3.78 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

8,240

Previous 8,233 0.09%

Holding current value

$3.78 Million

Previous $3.35 Million 13.23%

% of portfolio

1.02%

Previous 0.96%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$405.19 - $478.57 $2,836 - $3,349	7 Added 0.09%	8,240 $3.79 Million
Q2 2024 Aug 05, 2024	SELL	$396.73 - $420.24 $7,934 - $8,404	-20 Reduced 0.24%	8,233 $3.35 Million
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $1,796 - $2,102	5 Added 0.06%	8,253 $3.47 Million
Q4 2023 Feb 08, 2024	SELL	$331.71 - $362.68 $50,419 - $55,127	-152 Reduced 1.81%	8,248 $2.94 Million
Q2 2023 Aug 03, 2023	SELL	$309.07 - $341.0 $9,272 - $10,230	-30 Reduced 0.36%	8,400 $2.86 Million
Q1 2023 Apr 25, 2023	BUY	$293.51 - $320.37 $19,078 - $20,824	65 Added 0.78%	8,430 $2.6 Million
Q4 2022 Feb 06, 2023	BUY	$264.0 - $318.6 $2,376 - $2,867	9 Added 0.11%	8,365 $2.58 Million
Q3 2022 Nov 03, 2022	BUY	$264.32 - $306.65 $50,220 - $58,263	190 Added 2.33%	8,356 $2.23 Million
Q2 2022 Aug 05, 2022	BUY	$267.52 - $353.1 $36,650 - $48,374	137 Added 1.71%	8,166 $2.23 Million
Q1 2022 May 03, 2022	SELL	$300.79 - $359.57 $79,709 - $95,286	-265 Reduced 3.2%	8,029 $2.83 Million
Q4 2021 Feb 02, 2022	SELL	$273.64 - $300.17 $27,364 - $30,017	-100 Reduced 1.19%	8,294 $2.48 Million
Q3 2021 Nov 09, 2021	BUY	$272.66 - $291.28 $40,899 - $43,691	150 Added 1.82%	8,394 $2.29 Million
Q2 2021 Jul 29, 2021	SELL	$258.2 - $292.52 $51,640 - $58,504	-200 Reduced 2.37%	8,244 $2.29 Million
Q1 2021 May 04, 2021	BUY	$227.36 - $263.99 $25,009 - $29,038	110 Added 1.32%	8,444 $2.16 Million
Q4 2020 Jan 21, 2021	SELL	$200.7 - $233.92 $52,182 - $60,819	-260 Reduced 3.03%	8,334 $1.93 Million
Q3 2020 Oct 26, 2020	SELL	$177.99 - $221.68 $998,523 - $1.24 Million	-5,610 Reduced 39.5%	8,594 $1.83 Million
Q2 2020 Jul 24, 2020	SELL	$169.25 - $201.56 $148,940 - $177,372	-880 Reduced 5.83%	14,204 $2.54 Million
Q1 2020 Apr 30, 2020	BUY	$162.13 - $230.2 $303,183 - $430,474	1,870 Added 14.15%	15,084 $2.76 Million
Q4 2019 Feb 10, 2020	BUY	$203.1 - $227.05 $42,651 - $47,680	210 Added 1.61%	13,214 $2.99 Million
Q3 2019 Oct 15, 2019	BUY	$195.81 - $215.25 $73,037 - $80,288	373 Added 2.95%	13,004 $2.71 Million
Q2 2019 Aug 06, 2019	SELL	$197.42 - $218.6 $184,587 - $204,391	-935 Reduced 6.89%	12,631 $2.69 Million
Q1 2019 May 01, 2019	BUY	$191.66 - $209.19 $14,374 - $15,689	75 Added 0.56%	13,566 $2.73 Million
Q4 2018 Jan 18, 2019	SELL	$187.76 - $223.76 $32,858 - $39,158	-175 Reduced 1.28%	13,491 $2.75 Million
Q3 2018 Nov 09, 2018	BUY	$186.02 - $221.68 $15,067 - $17,956	81 Added 0.6%	13,666 $2.93 Million
Q1 2018 Apr 23, 2018	BUY	$191.42 - $217.25 $43,069 - $48,881	225 Added 1.68%	13,585 $2.71 Million
Q4 2017 Jan 29, 2018	BUY	$181.06 - $199.56 $54,318 - $59,868	300 Added 2.3%	13,360 $2.65 Million
Q2 2017 Aug 09, 2017	BUY	N/A	13,060	13,060 $2.21 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

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Sterling Investment Advisors, Ltd. Berkshire Hathaway Inc Class B Transaction History