Brandywine Oak Private Wealth LLC Berkshire Hathaway Inc Class B Transaction History

Brandywine Oak Private Wealth LLC

$1.02 Billion
Q1 2025

A detailed history of Brandywine Oak Private Wealth LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 8,894 shares of BRK-B stock, worth $4.25 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

8,894

Previous 9,414 5.52%

Holding current value

$4.25 Million

Previous $4.27 Million 10.99%

% of portfolio

0.47%

Previous 0.42%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$442.66 - $534.52 $230,183 - $277,950	-520 Reduced 5.52%	8,894 $4.74 Million
Q4 2024 Jan 27, 2025	SELL	$442.29 - $483.08 $88,458 - $96,616	-200 Reduced 2.08%	9,414 $4.27 Million
Q3 2024 Nov 07, 2024	BUY	$405.19 - $478.57 $65,640 - $77,528	162 Added 1.71%	9,614 $4.42 Million
Q2 2024 Jul 30, 2024	BUY	$396.73 - $420.24 $1,586 - $1,680	4 Added 0.04%	9,452 $3.85 Million
Q1 2024 May 07, 2024	SELL	$359.29 - $420.52 $65,390 - $76,534	-182 Reduced 1.89%	9,448 $3.97 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $137,536 - $151,745	-445 Reduced 4.42%	9,630 $3.28 Million
Q4 2022 Feb 06, 2023	BUY	$264.0 - $318.6 $264 - $318	1 Added 0.01%	10,075 $3.11 Million
Q3 2022 Nov 10, 2022	SELL	$264.32 - $306.65 $54,185 - $62,863	-205 Reduced 1.99%	10,074 $2.69 Million
Q2 2022 Jul 22, 2022	SELL	$267.52 - $353.1 $72,765 - $96,043	-272 Reduced 2.58%	10,279 $2.81 Million
Q1 2022 May 02, 2022	BUY	$300.79 - $359.57 $123,323 - $147,423	410 Added 4.04%	10,551 $3.72 Million
Q4 2021 Feb 07, 2022	SELL	$273.64 - $300.17 $52,812 - $57,932	-193 Reduced 1.87%	10,141 $3.03 Million
Q3 2021 Oct 18, 2021	BUY	$272.66 - $291.28 $561,679 - $600,036	2,060 Added 24.9%	10,334 $2.82 Million
Q2 2021 Aug 09, 2021	BUY	$258.2 - $292.52 $2.14 Million - $2.42 Million	8,274 New	8,274 $2.3 Million
Q1 2019 May 09, 2019	SELL	$191.66 - $209.19 $88,163 - $96,227	-460 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$187.76 - $223.76 $86,369 - $102,929	460 New	460 $93,000

Others Institutions Holding BRK-B

# of Institutions

4,976

Shares Held

901M

Call Options Held

19M

Put Options Held

12.1M

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 $622B

More about BRK-B

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Brandywine Oak Private Wealth LLC Berkshire Hathaway Inc Class B Transaction History