Cassady Schiller Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 824 shares of BRKB stock, worth $0. This represents 0.15% of its overall portfolio holdings.

Number of Shares
824
Previous 824 -0.0%
Holding current value
$0
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
N/A
-569 Reduced 40.85%
824 $335,000
Q3 2023

Nov 09, 2023
BUY
N/A
263 Added 23.27%
1,393 $487,000
Q1 2023

May 12, 2023
SELL
N/A
-297 Reduced 20.81%
1,130 $348,000
Q4 2022

Feb 13, 2023
BUY
N/A
125 Added 9.6%
1,427 $440,000
Q3 2022

Nov 09, 2022
BUY
N/A
43 Added 3.42%
1,302 $348,000
Q2 2022

Aug 11, 2022
BUY
N/A
46 Added 3.79%
1,259 $344,000
Q1 2022

May 12, 2022
BUY
N/A
40 Added 3.41%
1,213 $428,000
Q4 2021

Feb 09, 2022
BUY
N/A
1,173 New
1,173 $351,000

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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