9258 Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,776 shares of BRK-B stock, worth $1.73 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,776
Previous 3,799 0.61%
Holding current value
$1.73 Million
Previous $1.55 Million 12.43%
% of portfolio
0.26%
Previous 0.24%

Shares

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

Nov 12, 2024
SELL
$405.19 - $478.57 $9,319 - $11,007
-23 Reduced 0.61%
3,776 $1.74 Million
Q2 2024

Aug 02, 2024
BUY
$396.73 - $420.24 $9,918 - $10,506
25 Added 0.66%
3,799 $1.55 Million
Q1 2024

May 03, 2024
SELL
$359.29 - $420.52 $215,574 - $252,312
-600 Reduced 13.72%
3,774 $1.59 Million
Q4 2023

Feb 06, 2024
BUY
$331.71 - $362.68 $167,181 - $182,790
504 Added 13.02%
4,374 $1.56 Million
Q3 2023

Nov 08, 2023
BUY
$340.9 - $370.48 $36,817 - $40,011
108 Added 2.87%
3,870 $1.36 Million
Q2 2023

Aug 08, 2023
BUY
$309.07 - $341.0 $66,450 - $73,315
215 Added 6.06%
3,762 $1.28 Million
Q1 2023

May 03, 2023
BUY
$293.51 - $320.37 $880 - $961
3 Added 0.08%
3,547 $1.1 Million
Q4 2022

Feb 03, 2023
BUY
$264.0 - $318.6 $57,816 - $69,773
219 Added 6.59%
3,544 $1.09 Million
Q3 2022

Nov 08, 2022
BUY
$264.32 - $306.65 $52,864 - $61,329
200 Added 6.4%
3,325 $888,000
Q2 2022

Aug 04, 2022
SELL
$267.52 - $353.1 $19,796 - $26,129
-74 Reduced 2.31%
3,125 $853,000
Q1 2022

May 13, 2022
BUY
$300.79 - $359.57 $4,812 - $5,753
16 Added 0.5%
3,199 $1.13 Million
Q4 2021

Feb 11, 2022
BUY
$273.64 - $300.17 $45,150 - $49,528
165 Added 5.47%
3,183 $952,000
Q2 2021

Aug 13, 2021
SELL
$258.2 - $292.52 $63,000 - $71,374
-244 Reduced 7.48%
3,018 $839,000
Q1 2021

May 11, 2021
SELL
$227.36 - $263.99 $2,046 - $2,375
-9 Reduced 0.28%
3,262 $833,000
Q3 2020

Nov 13, 2020
BUY
$177.99 - $221.68 $2,313 - $2,881
13 Added 0.4%
3,271 $660,000
Q2 2020

Aug 13, 2020
SELL
$169.25 - $201.56 $8,801 - $10,481
-52 Reduced 1.57%
3,258 $582,000
Q1 2020

May 05, 2020
SELL
$162.13 - $230.2 $6,647 - $9,438
-41 Reduced 1.22%
3,310 $620,000
Q4 2019

Feb 06, 2020
BUY
$203.1 - $227.05 $244,938 - $273,822
1,206 Added 56.22%
3,351 $759,000
Q2 2019

Aug 07, 2019
BUY
$197.42 - $218.6 $65,740 - $72,793
333 Added 18.38%
2,145 $457,000
Q4 2018

Feb 12, 2019
BUY
$187.76 - $223.76 $340,221 - $405,453
1,812 New
1,812 $370,000

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

BRK-B Quotes by TradingView
  • 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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