A detailed history of Cassady Schiller Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 824 shares of BRK-B stock, worth $394,333. This represents 0.15% of its overall portfolio holdings.

Number of Shares
824
Previous 824 -0.0%
Holding current value
$394,333
Previous $335,000 13.13%
% of portfolio
0.15%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$396.73 - $420.24 $225,739 - $239,116
-569 Reduced 40.85%
824 $335,000
Q3 2023

Nov 09, 2023

BUY
$340.9 - $370.48 $89,656 - $97,436
263 Added 23.27%
1,393 $487,000
Q1 2023

May 12, 2023

SELL
$293.51 - $320.37 $87,172 - $95,149
-297 Reduced 20.81%
1,130 $348,000
Q4 2022

Feb 13, 2023

BUY
$264.0 - $318.6 $33,000 - $39,825
125 Added 9.6%
1,427 $440,000
Q3 2022

Nov 09, 2022

BUY
$264.32 - $306.65 $11,365 - $13,185
43 Added 3.42%
1,302 $348,000
Q2 2022

Aug 11, 2022

BUY
$267.52 - $353.1 $12,305 - $16,242
46 Added 3.79%
1,259 $344,000
Q1 2022

May 12, 2022

BUY
$300.79 - $359.57 $12,031 - $14,382
40 Added 3.41%
1,213 $428,000
Q4 2021

Feb 09, 2022

BUY
$273.64 - $300.17 $320,979 - $352,099
1,173 New
1,173 $351,000

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 $623B
More about BRK-B
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