Crown Wealth Group, LLC Berkshire Hathaway Inc Class B Transaction History

Crown Wealth Group, LLC

$187 Million
Q1 2024

A detailed history of Crown Wealth Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Crown Wealth Group, LLC holds 3,947 shares of BRK-B stock, worth $1.61 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

3,947

Previous 3,575 10.41%

Holding current value

$1.61 Million

Previous $1.28 Million 30.12%

% of portfolio

0.89%

Previous 0.8%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$359.29 - $420.52 $133,655 - $156,433	372 Added 10.41%	3,947 $1.66 Million
Q4 2023 Jan 23, 2024	BUY	$331.71 - $362.68 $33,502 - $36,630	101 Added 2.91%	3,575 $1.28 Million
Q3 2023 Oct 25, 2023	BUY	$340.9 - $370.48 $202,153 - $219,694	593 Added 20.58%	3,474 $1.22 Million
Q2 2023 Jul 25, 2023	SELL	$309.07 - $341.0 $286,198 - $315,766	-926 Reduced 24.32%	2,881 $982,000
Q1 2023 Apr 28, 2023	BUY	$293.51 - $320.37 $272,083 - $296,982	927 Added 32.19%	3,807 $1.18 Million

Q4 2022 Feb 09, 2023	SELL	$264.0 - $318.6 $401,016 - $483,953	-1,519 Reduced 34.53%	2,880 $889,000
Q3 2022 Oct 21, 2022	BUY	$264.32 - $306.65 $467,317 - $542,157	1,768 Added 67.2%	4,399 $1.18 Million
Q2 2022 Jul 25, 2022	SELL	$267.52 - $353.1 $316,743 - $418,070	-1,184 Reduced 31.04%	2,631 $718,000
Q1 2022 Jul 13, 2022	BUY	$300.79 - $359.57 $392,530 - $469,238	1,305 Added 51.99%	3,815 $1.35 Million
Q4 2021 Jul 13, 2022	BUY	$273.64 - $300.17 $686,836 - $753,426	2,510 New	2,510 $750,000

Others Institutions Holding BRK-B

# of Institutions

4,167

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $532B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crown Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Wealth Group, LLC with notifications on news.

Account

Crown Wealth Group, LLC Berkshire Hathaway Inc Class B Transaction History