Aj Wealth Strategies, LLC Berkshire Hathaway Inc Class B Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 7,508 shares of BRK-B stock, worth $3.52 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,508

Previous 7,240 3.7%

Holding current value

$3.52 Million

Previous $2.24 Million 14.54%

% of portfolio

0.12%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	BUY	$309.07 - $341.0 $82,830 - $91,388	268 Added 3.7%	7,508 $2.56 Million
Q1 2023 Apr 28, 2023	SELL	$293.51 - $320.37 $33,166 - $36,201	-113 Reduced 1.54%	7,240 $2.24 Million
Q4 2022 Jan 25, 2023	SELL	$264.0 - $318.6 $12,144 - $14,655	-46 Reduced 0.62%	7,353 $2.27 Million
Q3 2022 Oct 27, 2022	SELL	$264.32 - $306.65 $79,296 - $91,995	-300 Reduced 3.9%	7,399 $1.98 Million
Q2 2022 Aug 04, 2022	SELL	$267.52 - $353.1 $38,522 - $50,846	-144 Reduced 1.84%	7,699 $2.1 Million
Q4 2021 Jan 26, 2022	BUY	$273.64 - $300.17 $636,213 - $697,895	2,325 Added 42.13%	7,843 $2.35 Million
Q3 2021 Oct 20, 2021	BUY	$272.66 - $291.28 $277,567 - $296,523	1,018 Added 22.62%	5,518 $1.51 Million
Q2 2021 Aug 16, 2021	SELL	$258.2 - $292.52 $129,100 - $146,260	-500 Reduced 10.0%	4,500 $1.25 Million
Q1 2021 May 06, 2021	SELL	$227.36 - $263.99 $68,208 - $79,197	-300 Reduced 5.66%	5,000 $1.28 Million
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $200 - $233	1 Added 0.02%	5,300 $1.23 Million
Q3 2020 Nov 16, 2020	BUY	$177.99 - $221.68 $150,935 - $187,984	848 Added 19.05%	5,299 $1.13 Million
Q2 2020 Aug 14, 2020	BUY	$169.25 - $201.56 $50,775 - $60,468	300 Added 7.23%	4,451 $795,000
Q1 2020 May 15, 2020	BUY	$162.13 - $230.2 $673,001 - $955,560	4,151 New	4,151 $759,000

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $610B

More about BRK-B

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Aj Wealth Strategies, LLC Berkshire Hathaway Inc Class B Transaction History