Evergreen Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Evergreen Wealth Management, LLC

$166 Billion
Q3 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 13,840 shares of BRK-B stock, worth $6.62 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares

13,840

Previous 12,102 14.36%

Holding current value

$6.62 Million

Previous $4.92 Billion 29.38%

% of portfolio

3.83%

Previous 3.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$405.19 - $478.57 $704,220 - $831,754	1,738 Added 14.36%	13,840 $6.37 Billion
Q4 2023 Feb 06, 2024	BUY	$331.71 - $362.68 $116,430 - $127,300	351 Added 2.99%	12,102 $4.32 Billion
Q3 2023 Nov 14, 2023	BUY	$340.9 - $370.48 $108,406 - $117,812	318 Added 2.78%	11,751 $4.12 Billion
Q2 2023 Aug 03, 2023	BUY	$309.07 - $341.0 $306,906 - $338,613	993 Added 9.51%	11,433 $3.9 Billion
Q1 2023 Apr 25, 2023	SELL	$293.51 - $320.37 $255,353 - $278,721	-870 Reduced 7.69%	10,440 $3.22 Billion
Q4 2022 Feb 14, 2023	BUY	$264.0 - $318.6 $2.99 Million - $3.6 Million	11,310 New	11,310 $3.49 Billion

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

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 $623B

More about BRK-B

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Evergreen Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History