Congress Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Congress Wealth Management LLC holds 85,527 shares of BRK-B stock, worth $39.2 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

85,527

Previous 46,547 83.74%

Holding current value

$39.2 Million

Previous $18.9 Million 107.89%

% of portfolio

0.55%

Previous 0.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$405.19 - $478.57 $15.8 Million - $18.7 Million	38,980 Added 83.74%	85,527 $39.4 Million
Q2 2024 Aug 13, 2024	BUY	$396.73 - $420.24 $12.8 Million - $13.6 Million	32,283 Added 226.33%	46,547 $18.9 Million
Q1 2024 Apr 18, 2024	SELL	$359.29 - $420.52 $1.27 Million - $1.49 Million	-3,538 Reduced 19.87%	14,264 $6 Million
Q4 2023 Feb 09, 2024	BUY	$331.71 - $362.68 $1.24 Million - $1.35 Million	3,725 Added 26.46%	17,802 $6.35 Million
Q3 2023 Oct 30, 2023	BUY	$340.9 - $370.48 $606,120 - $658,713	1,778 Added 14.46%	14,077 $4.93 Million
Q2 2023 Jul 13, 2023	BUY	$309.07 - $341.0 $50,069 - $55,242	162 Added 1.33%	12,299 $4.19 Million
Q1 2023 Apr 14, 2023	SELL	$293.51 - $320.37 $338,710 - $369,706	-1,154 Reduced 8.68%	12,137 $3.75 Million
Q4 2022 Feb 02, 2023	BUY	$264.0 - $318.6 $53,856 - $64,994	204 Added 1.56%	13,291 $4.11 Million
Q3 2022 Nov 08, 2022	BUY	$264.32 - $306.65 $100,705 - $116,833	381 Added 3.0%	13,087 $3.49 Million
Q2 2022 Aug 11, 2022	SELL	$267.52 - $353.1 $277,685 - $366,517	-1,038 Reduced 7.55%	12,706 $3.47 Million
Q1 2022 May 16, 2022	SELL	$300.79 - $359.57 $147,687 - $176,548	-491 Reduced 3.45%	13,744 $4.85 Million
Q4 2021 Feb 04, 2022	BUY	$273.64 - $300.17 $3.9 Million - $4.27 Million	14,235 New	14,235 $4.26 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

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 $597B

More about BRK-B

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Congress Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History