A detailed history of Birchcreek Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 1,803 shares of BRK-B stock, worth $826,963. This represents 0.54% of its overall portfolio holdings.

Number of Shares
1,803
Previous 2,085 13.53%
Holding current value
$826,963
Previous $848,000 2.24%
% of portfolio
0.54%
Previous 0.49%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$405.19 - $478.57 $114,263 - $134,956
-282 Reduced 13.53%
1,803 $829,000
Q2 2024

Aug 02, 2024

SELL
$396.73 - $420.24 $39,673 - $42,024
-100 Reduced 4.58%
2,085 $848,000
Q1 2024

Apr 29, 2024

BUY
$359.29 - $420.52 $222,400 - $260,301
619 Added 39.53%
2,185 $918,000
Q4 2023

Feb 05, 2024

BUY
$331.71 - $362.68 $17,248 - $18,859
52 Added 3.43%
1,566 $558,000
Q3 2023

Oct 23, 2023

BUY
$340.9 - $370.48 $110,792 - $120,406
325 Added 27.33%
1,514 $530,000
Q2 2023

Jul 20, 2023

SELL
$309.07 - $341.0 $67,377 - $74,338
-218 Reduced 15.49%
1,189 $405,000
Q4 2022

Feb 06, 2023

BUY
$264.0 - $318.6 $129,360 - $156,114
490 Added 53.44%
1,407 $434,000
Q2 2022

Aug 12, 2022

BUY
$267.52 - $353.1 $245,315 - $323,792
917 New
917 $250,000
Q1 2021

May 17, 2021

SELL
$227.36 - $263.99 $117,772 - $136,746
-518 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$200.7 - $233.92 $103,962 - $121,170
518 New
518 $120,000

Others Institutions Holding BRK-B

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 $597B
More about BRK-B
Track This Portfolio

Track Birchcreek Wealth Management, LLC Portfolio

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

News

Stay updated on Birchcreek Wealth Management, LLC with notifications on news.