Congress Wealth Management LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Congress Wealth Management LLC holds 85,527 shares of BRKB stock, worth $0. This represents 0.55% of its overall portfolio holdings.

Number of Shares

85,527

Previous 46,547 83.74%

Holding current value

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	N/A	38,980 Added 83.74%	85,527 $39.4 Million
Q2 2024 Aug 13, 2024	BUY	N/A	32,283 Added 226.33%	46,547 $18.9 Million
Q1 2024 Apr 18, 2024	SELL	N/A	-3,538 Reduced 19.87%	14,264 $6 Million
Q4 2023 Feb 09, 2024	BUY	N/A	3,725 Added 26.46%	17,802 $6.35 Million
Q3 2023 Oct 30, 2023	BUY	N/A	1,778 Added 14.46%	14,077 $4.93 Million
Q2 2023 Jul 13, 2023	BUY	N/A	162 Added 1.33%	12,299 $4.19 Million
Q1 2023 Apr 14, 2023	SELL	N/A	-1,154 Reduced 8.68%	12,137 $3.75 Million
Q4 2022 Feb 02, 2023	BUY	N/A	204 Added 1.56%	13,291 $4.11 Million
Q3 2022 Nov 08, 2022	BUY	N/A	381 Added 3.0%	13,087 $3.49 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-1,038 Reduced 7.55%	12,706 $3.47 Million
Q1 2022 May 16, 2022	SELL	N/A	-491 Reduced 3.45%	13,744 $4.85 Million
Q4 2021 Feb 04, 2022	BUY	N/A	14,235 New	14,235 $4.26 Million

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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Congress Wealth Management LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History