A detailed history of Accel Wealth Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Accel Wealth Management holds 1,379 shares of BRK-B stock, worth $624,631. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,379
Previous 1,515 8.98%
Holding current value
$624,631
Previous $637,000 12.09%
% of portfolio
0.23%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$396.73 - $420.24 $53,955 - $57,152
-136 Reduced 8.98%
1,379 $560,000
Q1 2024

Apr 19, 2024

BUY
$359.29 - $420.52 $35,929 - $42,052
100 Added 7.07%
1,515 $637,000
Q4 2023

Jan 18, 2024

SELL
$331.71 - $362.68 $247,455 - $270,559
-746 Reduced 34.52%
1,415 $504,000
Q2 2023

Jul 24, 2023

BUY
$309.07 - $341.0 $311,851 - $344,069
1,009 Added 87.59%
2,161 $736,000
Q1 2023

Apr 20, 2023

BUY
$293.51 - $320.37 $40,210 - $43,890
137 Added 13.5%
1,152 $355,000
Q3 2022

Oct 12, 2022

BUY
$264.32 - $306.65 $1,321 - $1,533
5 Added 0.5%
1,015 $285,000
Q2 2022

Aug 03, 2022

SELL
$267.52 - $353.1 $26,752 - $35,310
-100 Reduced 9.01%
1,010 $281,000
Q4 2021

Jan 18, 2022

BUY
$273.64 - $300.17 $27,364 - $30,017
100 Added 9.9%
1,110 $332,000
Q3 2021

Nov 04, 2021

SELL
$272.66 - $291.28 $25,084 - $26,797
-92 Reduced 8.35%
1,010 $276,000
Q2 2021

Aug 03, 2021

SELL
$258.2 - $292.52 $1,291 - $1,462
-5 Reduced 0.45%
1,102 $306,000
Q4 2020

Jan 27, 2021

BUY
$200.7 - $233.92 $222,174 - $258,949
1,107 New
1,107 $257,000

Others Institutions Holding BRK-B

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 $589B
More about BRK-B
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.