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

9258 Wealth Management, LLC

$641 Million
Q2 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 3,799 shares of BRK-B stock, worth $1.73 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

3,799

Previous 3,774 0.66%

Holding current value

$1.73 Million

Previous $1.59 Million 2.65%

% of portfolio

0.24%

Previous 0.25%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

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