Axxcess Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Axxcess Wealth Management, LLC

$3.61 Billion
Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 29,388 shares of BRK-B stock, worth $13.4 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

29,388

Previous 29,152 0.81%

Holding current value

$13.4 Million

Previous $12.3 Million 2.47%

% of portfolio

0.33%

Previous 0.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$396.73 - $420.24 $93,628 - $99,176	236 Added 0.81%	29,388 $12 Million
Q1 2024 May 14, 2024	SELL	$359.29 - $420.52 $8.84 Million - $10.4 Million	-24,616 Reduced 45.78%	29,152 $12.3 Million
Q4 2023 Feb 06, 2024	SELL	$331.71 - $362.68 $3.78 Million - $4.14 Million	-11,402 Reduced 17.5%	53,768 $19.2 Million
Q3 2023 Nov 14, 2023	BUY	$340.9 - $370.48 $6.76 Million - $7.34 Million	19,824 Added 43.72%	65,170 $22.8 Million
Q2 2023 Aug 08, 2023	BUY	$309.07 - $341.0 $697,261 - $769,296	2,256 Added 5.24%	45,346 $15.5 Million
Q1 2023 May 03, 2023	SELL	$293.51 - $320.37 $4.1 Million - $4.48 Million	-13,984 Reduced 24.5%	43,090 $13.3 Million
Q4 2022 Feb 16, 2023	SELL	$264.0 - $318.6 $200,640 - $242,136	-760 Reduced 1.31%	57,074 $17.6 Million
Q4 2022 Feb 14, 2023	SELL	$264.0 - $318.6 $2.11 Million - $2.55 Million	-8,005 Reduced 12.16%	57,834 $17.9 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $420,004 - $487,266	1,589 Added 2.47%	65,839 $17.6 Million
Q2 2022 Aug 11, 2022	BUY	$267.52 - $353.1 $82,396 - $108,754	308 Added 0.48%	64,250 $17.5 Million
Q1 2022 Aug 11, 2022	SELL	$300.79 - $359.57 $106,479 - $127,287	-354 Reduced 0.55%	63,942 $22.6 Million
Q4 2021 Aug 11, 2022	BUY	$273.64 - $300.17 $17.6 Million - $19.3 Million	64,296 New	64,296 $19.2 Million

Others Institutions Holding BRK-B

# of Institutions

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

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 $592B

More about BRK-B

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Axxcess Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History