Blue Bell Private Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Blue Bell Private Wealth Management, LLC

$499 Million
Q3 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,923 shares of BRK-B stock, worth $874,772. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,923

Previous 1,936 0.67%

Holding current value

$874,772

Previous $787,000 12.45%

% of portfolio

0.18%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$405.19 - $478.57 $5,267 - $6,221	-13 Reduced 0.67%	1,923 $885,000
Q2 2024 Aug 05, 2024	BUY	$396.73 - $420.24 $1,983 - $2,101	5 Added 0.26%	1,936 $787,000
Q1 2024 Apr 24, 2024	BUY	$359.29 - $420.52 $69,702 - $81,580	194 Added 11.17%	1,931 $812,000
Q4 2023 Jan 25, 2024	BUY	$331.71 - $362.68 $91,220 - $99,737	275 Added 18.81%	1,737 $619,000
Q2 2023 Aug 08, 2023	BUY	$309.07 - $341.0 $309,070 - $341,000	1,000 Added 216.45%	1,462 $498,000
Q3 2022 Nov 08, 2022	BUY	$264.32 - $306.65 $9,779 - $11,346	37 Added 8.71%	462 $123,000
Q4 2021 Jan 26, 2022	BUY	$273.64 - $300.17 $116,297 - $127,572	425 New	425 $127,000

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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Blue Bell Private Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History