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

Caliber Wealth Management, LLC

$188 Million
Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 7,485 shares of BRK-B stock, worth $3.53 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

7,485

Previous 7,445 0.54%

Holding current value

$3.53 Million

Previous $2.66 Million 18.53%

% of portfolio

1.67%

Previous 1.56%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$359.29 - $420.52 $14,371 - $16,820	40 Added 0.54%	7,485 $3.15 Million
Q4 2023 Apr 22, 2024	BUY	$331.71 - $362.68 $60,039 - $65,645	181 Added 2.49%	7,445 $2.66 Million
Q3 2023 Oct 16, 2023	BUY	$340.9 - $370.48 $67,157 - $72,984	197 Added 2.79%	7,264 $2.54 Million
Q2 2023 Jul 27, 2023	BUY	$309.07 - $341.0 $68,613 - $75,702	222 Added 3.24%	7,067 $2.41 Million
Q1 2023 Apr 10, 2023	BUY	$293.51 - $320.37 $415,903 - $453,964	1,417 Added 26.11%	6,845 $2.11 Million
Q4 2022 Jan 24, 2023	SELL	$264.0 - $318.6 $816,816 - $985,748	-3,094 Reduced 36.31%	5,428 $0
Q3 2022 Oct 17, 2022	BUY	$264.32 - $306.65 $36,740 - $42,624	139 Added 1.66%	8,522 $2.28 Million
Q2 2022 Jul 12, 2022	SELL	$267.52 - $353.1 $35,045 - $46,256	-131 Reduced 1.54%	8,383 $2.29 Million
Q1 2022 Apr 14, 2022	BUY	$300.79 - $359.57 $222,584 - $266,081	740 Added 9.52%	8,514 $3.01 Million
Q4 2021 Jan 20, 2022	BUY	$273.64 - $300.17 $418,395 - $458,959	1,529 Added 24.48%	7,774 $2.52 Million
Q3 2021 Oct 25, 2021	BUY	$272.66 - $291.28 $104,974 - $112,142	385 Added 6.57%	6,245 $1.77 Million
Q2 2021 Jul 22, 2021	BUY	$258.2 - $292.52 $168,862 - $191,308	654 Added 12.56%	5,860 $1.63 Million
Q1 2021 Apr 26, 2021	BUY	$227.36 - $263.99 $13,414 - $15,575	59 Added 1.15%	5,206 $1.33 Million
Q4 2020 Jan 19, 2021	BUY	$200.7 - $233.92 $1.03 Million - $1.2 Million	5,147 New	5,147 $1.19 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

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 $614B

More about BRK-B

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