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

Aspen Wealth Strategies, LLC

$155 Billion
Q3 2024

A detailed history of Aspen Wealth Strategies, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 1,261 shares of BRK-B stock, worth $574,587. This represents 0.37% of its overall portfolio holdings.

Number of Shares

1,261

Previous 1,258 0.24%

Holding current value

$574,587

Previous $561 Million 3.53%

% of portfolio

0.37%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$405.19 - $478.57 $1,215 - $1,435	3 Added 0.24%	1,261 $580 Million
Q2 2024 Jul 19, 2024	SELL	$396.73 - $420.24 $1,586 - $1,680	-4 Reduced 0.32%	1,258 $561 Million
Q4 2023 Jan 30, 2024	SELL	$331.71 - $362.68 $1,990 - $2,176	-6 Reduced 0.47%	1,262 $450 Million
Q2 2023 Aug 02, 2023	SELL	$309.07 - $341.0 $5,563 - $6,138	-18 Reduced 1.4%	1,268 $432 Million
Q1 2023 May 11, 2023	BUY	$293.51 - $320.37 $377,453 - $411,995	1,286 New	1,286 $397 Million
Q4 2022 May 15, 2023	BUY	$264.0 - $318.6 $4,224 - $5,097	16 Added 1.24%	1,302 $402 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

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 $593B

More about BRK-B

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