Aevitas Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

A detailed history of Aevitas Wealth Management, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 10,007 shares of BRK-B stock, worth $4.84 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

10,007

Previous 10,457 4.3%

Holding current value

$4.84 Million

Previous $2.79 Million 10.71%

% of portfolio

1.83%

Previous 2.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 24, 2023	SELL	$264.0 - $318.6 $118,800 - $143,370	-450 Reduced 4.3%	10,007 $0
Q3 2022 Oct 24, 2022	SELL	$264.32 - $306.65 $55,507 - $64,396	-210 Reduced 1.97%	10,457 $2.79 Million
Q2 2022 Jul 22, 2022	BUY	$267.52 - $353.1 $2.07 Million - $2.73 Million	7,745 Added 265.06%	10,667 $2.91 Million
Q1 2022 Apr 25, 2022	SELL	$300.79 - $359.57 $1,503 - $1,797	-5 Reduced 0.17%	2,922 $1.03 Million
Q2 2021 Jul 22, 2021	BUY	$258.2 - $292.52 $33,049 - $37,442	128 Added 4.57%	2,927 $813,000
Q1 2021 Apr 29, 2021	SELL	$227.36 - $263.99 $10,231 - $11,879	-45 Reduced 1.58%	2,799 $715,000
Q3 2020 Oct 22, 2020	BUY	$177.99 - $221.68 $15,485 - $19,286	87 Added 3.16%	2,844 $606,000
Q2 2020 Jul 29, 2020	BUY	$169.25 - $201.56 $2,877 - $3,426	17 Added 0.62%	2,757 $492,000
Q1 2020 Apr 16, 2020	BUY	$162.13 - $230.2 $6,485 - $9,208	40 Added 1.48%	2,740 $501,000
Q4 2019 Jan 31, 2020	BUY	$203.1 - $227.05 $8,124 - $9,082	40 Added 1.5%	2,700 $612,000
Q3 2019 Oct 21, 2019	SELL	$195.81 - $215.25 $11,552 - $12,699	-59 Reduced 2.17%	2,660 $553,000
Q1 2019 May 09, 2019	BUY	$191.66 - $209.19 $28,749 - $31,378	150 Added 5.84%	2,719 $546,000
Q4 2018 Feb 14, 2019	SELL	$187.76 - $223.76 $37,552 - $44,752	-200 Reduced 7.22%	2,569 $525,000
Q3 2018 Nov 14, 2018	BUY	$186.02 - $221.68 $55,806 - $66,504	300 Added 12.15%	2,769 $593,000
Q2 2018 Aug 10, 2018	SELL	$184.91 - $201.2 $27,736 - $30,180	-150 Reduced 5.73%	2,469 $461,000
Q1 2018 May 15, 2018	BUY	$191.42 - $217.25 $19,142 - $21,725	100 Added 3.97%	2,619 $522,000
Q4 2017 Feb 13, 2018	BUY	$181.06 - $199.56 $456,090 - $502,691	2,519	2,519 $499,000

Others Institutions Holding BRK-B

# of Institutions

4,975

Shares Held

900M

Call Options Held

18.5M

Put Options Held

12M

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 $630B

More about BRK-B

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Aevitas Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History