A detailed history of Ae Wealth Management LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Ae Wealth Management LLC holds 207,456 shares of BRKB stock, worth $0. This represents 0.98% of its overall portfolio holdings.

Number of Shares
207,456
Previous 199,596 3.94%
Holding current value
$0
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
N/A
7,860 Added 3.94%
207,456 $95.5 Million
Q2 2024

Aug 12, 2024

BUY
N/A
1,891 Added 0.96%
199,596 $81.2 Million
Q1 2024

May 15, 2024

SELL
N/A
-57,889 Reduced 22.65%
197,705 $83.1 Million
Q4 2023

Feb 14, 2024

BUY
N/A
56,875 Added 28.62%
255,594 $91.2 Million
Q3 2023

Oct 11, 2023

BUY
N/A
27,277 Added 15.91%
198,719 $69.6 Million
Q2 2023

Jul 10, 2023

BUY
N/A
18,090 Added 11.8%
171,442 $58.5 Million
Q1 2023

Apr 14, 2023

BUY
N/A
5,492 Added 3.71%
153,352 $47.4 Million
Q4 2022

Jan 31, 2023

BUY
N/A
4,457 Added 3.11%
147,860 $45.7 Million
Q3 2022

Oct 25, 2022

BUY
N/A
7,708 Added 5.68%
143,403 $38.3 Million
Q2 2022

Aug 03, 2022

BUY
N/A
7,456 Added 5.81%
135,695 $37 Million
Q1 2022

Apr 18, 2022

BUY
N/A
16,119 Added 14.38%
128,239 $45.3 Million
Q4 2021

Jan 20, 2022

BUY
N/A
4,168 Added 3.86%
112,120 $33.5 Million
Q3 2021

Nov 01, 2021

SELL
N/A
-6,245 Reduced 5.47%
107,952 $29.5 Million
Q2 2021

Jul 21, 2021

BUY
N/A
27,757 Added 32.11%
114,197 $31.7 Million
Q1 2021

Apr 27, 2021

SELL
N/A
-5,393 Reduced 5.87%
86,440 $22.1 Million
Q4 2020

Feb 01, 2021

BUY
N/A
2,616 Added 2.93%
91,833 $21.3 Million
Q3 2020

Nov 06, 2020

SELL
N/A
-3,679 Reduced 3.96%
89,217 $19 Million
Q2 2020

Aug 05, 2020

BUY
N/A
7,218 Added 8.42%
92,896 $16.6 Million
Q1 2020

May 07, 2020

BUY
N/A
807 Added 0.95%
85,678 $15.7 Million
Q4 2019

Jan 15, 2020

BUY
N/A
12,292 Added 16.94%
84,871 $19.2 Million
Q3 2019

Nov 05, 2019

BUY
N/A
2,689 Added 3.85%
72,579 $15.1 Million
Q2 2019

Jul 22, 2019

BUY
N/A
45,467 Added 186.16%
69,890 $14.9 Million
Q1 2019

May 14, 2019

BUY
N/A
1,897 Added 8.42%
24,423 $4.91 Million
Q4 2018

Feb 15, 2019

BUY
N/A
802 Added 3.69%
22,526 $4.6 Million
Q3 2018

Nov 14, 2018

BUY
N/A
5,201 Added 31.48%
21,724 $4.65 Million
Q2 2018

Aug 15, 2018

SELL
N/A
-6,867 Reduced 29.36%
16,523 $3.08 Million
Q1 2018

May 14, 2018

BUY
N/A
3,232 Added 16.03%
23,390 $4.67 Million
Q4 2017

Feb 06, 2018

BUY
N/A
7,498 Added 59.23%
20,158 $4 Million
Q3 2017

Nov 08, 2017

BUY
N/A
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 BRKB

About BERKSHIRE HATHWY INC(HLDG CO)B


  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.