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

Accurate Wealth Management, LLC

$426 Million
Q2 2024

A detailed history of Accurate Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,722 shares of BRK-B stock, worth $2.64 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

5,722

Previous 4,925 16.18%

Holding current value

$2.64 Million

Previous $2.07 Million 12.36%

% of portfolio

0.55%

Previous 0.59%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$396.73 - $420.24 $316,193 - $334,931	797 Added 16.18%	5,722 $2.33 Million
Q1 2024 Apr 22, 2024	BUY	$359.29 - $420.52 $162,039 - $189,654	451 Added 10.08%	4,925 $2.07 Million
Q4 2023 Jan 12, 2024	SELL	$331.71 - $362.68 $2.49 Million - $2.73 Million	-7,517 Reduced 62.69%	4,474 $1.6 Million
Q3 2023 Oct 23, 2023	BUY	$340.9 - $370.48 $68,180 - $74,096	200 Added 1.7%	11,991 $4.2 Million
Q2 2023 Jul 24, 2023	BUY	$309.07 - $341.0 $1.06 Million - $1.17 Million	3,440 Added 41.19%	11,791 $4.02 Million
Q1 2023 Apr 13, 2023	BUY	$293.51 - $320.37 $1.6 Million - $1.75 Million	5,462 Added 189.06%	8,351 $2.58 Million
Q4 2022 Jan 11, 2023	BUY	$264.0 - $318.6 $354,816 - $428,198	1,344 Added 86.99%	2,889 $0
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $81,146 - $94,141	307 Added 24.8%	1,545 $421,000
Q2 2022 Aug 04, 2022	SELL	$267.52 - $353.1 $1.23 Million - $1.63 Million	-4,604 Reduced 78.81%	1,238 $340,000
Q1 2022 May 10, 2022	BUY	$300.79 - $359.57 $1.02 Million - $1.22 Million	3,397 Added 138.94%	5,842 $2.06 Million
Q4 2021 Feb 08, 2022	SELL	$273.64 - $300.17 $46,245 - $50,728	-169 Reduced 6.47%	2,445 $714,000
Q3 2021 Oct 22, 2021	BUY	$272.66 - $291.28 $71,982 - $76,897	264 Added 11.23%	2,614 $728,000
Q2 2021 Aug 25, 2021	BUY	$258.2 - $292.52 $606,770 - $687,422	2,350 New	2,350 $653,000

Others Institutions Holding BRK-B

# of Institutions

4,262

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $601B

More about BRK-B

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