A detailed history of Ae Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Ae Wealth Management LLC holds 207,456 shares of BRK-B stock, worth $97.9 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
207,456
Previous 199,596 3.94%
Holding current value
$97.9 Million
Previous $81.2 Million 17.6%
% of portfolio
0.98%
Previous 0.9%

Shares

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

Nov 14, 2024

BUY
$405.19 - $478.57 $3.18 Million - $3.76 Million
7,860 Added 3.94%
207,456 $95.5 Million
Q2 2024

Aug 12, 2024

BUY
$396.73 - $420.24 $750,216 - $794,673
1,891 Added 0.96%
199,596 $81.2 Million
Q1 2024

May 15, 2024

SELL
$359.29 - $420.52 $20.8 Million - $24.3 Million
-57,889 Reduced 22.65%
197,705 $83.1 Million
Q4 2023

Feb 14, 2024

BUY
$331.71 - $362.68 $18.9 Million - $20.6 Million
56,875 Added 28.62%
255,594 $91.2 Million
Q3 2023

Oct 11, 2023

BUY
$340.9 - $370.48 $9.3 Million - $10.1 Million
27,277 Added 15.91%
198,719 $69.6 Million
Q2 2023

Jul 10, 2023

BUY
$309.07 - $341.0 $5.59 Million - $6.17 Million
18,090 Added 11.8%
171,442 $58.5 Million
Q1 2023

Apr 14, 2023

BUY
$293.51 - $320.37 $1.61 Million - $1.76 Million
5,492 Added 3.71%
153,352 $47.4 Million
Q4 2022

Jan 31, 2023

BUY
$264.0 - $318.6 $1.18 Million - $1.42 Million
4,457 Added 3.11%
147,860 $45.7 Million
Q3 2022

Oct 25, 2022

BUY
$264.32 - $306.65 $2.04 Million - $2.36 Million
7,708 Added 5.68%
143,403 $38.3 Million
Q2 2022

Aug 03, 2022

BUY
$267.52 - $353.1 $1.99 Million - $2.63 Million
7,456 Added 5.81%
135,695 $37 Million
Q1 2022

Apr 18, 2022

BUY
$300.79 - $359.57 $4.85 Million - $5.8 Million
16,119 Added 14.38%
128,239 $45.3 Million
Q4 2021

Jan 20, 2022

BUY
$273.64 - $300.17 $1.14 Million - $1.25 Million
4,168 Added 3.86%
112,120 $33.5 Million
Q3 2021

Nov 01, 2021

SELL
$272.66 - $291.28 $1.7 Million - $1.82 Million
-6,245 Reduced 5.47%
107,952 $29.5 Million
Q2 2021

Jul 21, 2021

BUY
$258.2 - $292.52 $7.17 Million - $8.12 Million
27,757 Added 32.11%
114,197 $31.7 Million
Q1 2021

Apr 27, 2021

SELL
$227.36 - $263.99 $1.23 Million - $1.42 Million
-5,393 Reduced 5.87%
86,440 $22.1 Million
Q4 2020

Feb 01, 2021

BUY
$200.7 - $233.92 $525,031 - $611,934
2,616 Added 2.93%
91,833 $21.3 Million
Q3 2020

Nov 06, 2020

SELL
$177.99 - $221.68 $654,825 - $815,560
-3,679 Reduced 3.96%
89,217 $19 Million
Q2 2020

Aug 05, 2020

BUY
$169.25 - $201.56 $1.22 Million - $1.45 Million
7,218 Added 8.42%
92,896 $16.6 Million
Q1 2020

May 07, 2020

BUY
$162.13 - $230.2 $130,838 - $185,771
807 Added 0.95%
85,678 $15.7 Million
Q4 2019

Jan 15, 2020

BUY
$203.1 - $227.05 $2.5 Million - $2.79 Million
12,292 Added 16.94%
84,871 $19.2 Million
Q3 2019

Nov 05, 2019

BUY
$195.81 - $215.25 $526,533 - $578,807
2,689 Added 3.85%
72,579 $15.1 Million
Q2 2019

Jul 22, 2019

BUY
$197.42 - $218.6 $8.98 Million - $9.94 Million
45,467 Added 186.16%
69,890 $14.9 Million
Q1 2019

May 14, 2019

BUY
$191.66 - $209.19 $363,579 - $396,833
1,897 Added 8.42%
24,423 $4.91 Million
Q4 2018

Feb 15, 2019

BUY
$187.76 - $223.76 $150,583 - $179,455
802 Added 3.69%
22,526 $4.6 Million
Q3 2018

Nov 14, 2018

BUY
$186.02 - $221.68 $967,490 - $1.15 Million
5,201 Added 31.48%
21,724 $4.65 Million
Q2 2018

Aug 15, 2018

SELL
$184.91 - $201.2 $1.27 Million - $1.38 Million
-6,867 Reduced 29.36%
16,523 $3.08 Million
Q1 2018

May 14, 2018

BUY
$191.42 - $217.25 $618,669 - $702,152
3,232 Added 16.03%
23,390 $4.67 Million
Q4 2017

Feb 06, 2018

BUY
$181.06 - $199.56 $1.36 Million - $1.5 Million
7,498 Added 59.23%
20,158 $4 Million
Q3 2017

Nov 08, 2017

BUY
$173.99 - $183.82 $460,725 - $486,755
2,648 Added 26.45%
12,660 $2.32 Million
Q2 2017

Aug 14, 2017

BUY
N/A
10,012
10,012 $1.7 Million

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 $614B
More about BRK-B
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