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

Cherrydale Wealth Management, LLC

$228 Million
Q2 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 1,708 shares of BRK-B stock, worth $781,256. This represents 0.3% of its overall portfolio holdings.

Number of Shares

1,708

Previous 1,492 14.48%

Holding current value

$781,256

Previous $627,000 10.69%

% of portfolio

0.3%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	BUY	$396.73 - $420.24 $85,693 - $90,771	216 Added 14.48%	1,708 $694,000
Q1 2024 Apr 12, 2024	BUY	$359.29 - $420.52 $83,355 - $97,560	232 Added 18.41%	1,492 $627,000
Q4 2023 Jan 08, 2024	BUY	$331.71 - $362.68 $9,287 - $10,155	28 Added 2.27%	1,260 $449,000
Q3 2023 Oct 10, 2023	BUY	$340.9 - $370.48 $10,227 - $11,114	30 Added 2.5%	1,232 $431,000
Q2 2023 Jul 17, 2023	BUY	$309.07 - $341.0 $18,853 - $20,801	61 Added 5.35%	1,202 $409,000
Q1 2023 Apr 14, 2023	SELL	$293.51 - $320.37 $293 - $320	-1 Reduced 0.09%	1,141 $352,000
Q4 2022 Jan 18, 2023	BUY	$264.0 - $318.6 $58,872 - $71,047	223 Added 24.27%	1,142 $0
Q3 2022 Oct 24, 2022	SELL	$264.32 - $306.65 $15,330 - $17,785	-58 Reduced 5.94%	919 $245,000
Q2 2022 Jul 07, 2022	BUY	$267.52 - $353.1 $20,331 - $26,835	76 Added 8.44%	977 $266,000
Q1 2022 Apr 26, 2022	BUY	$300.79 - $359.57 $9,926 - $11,865	33 Added 3.8%	901 $317,000
Q4 2021 Feb 01, 2022	BUY	$273.64 - $300.17 $237,519 - $260,547	868 New	868 $260,000

Others Institutions Holding BRK-B

# of Institutions

4,261

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $595B

More about BRK-B

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