Curated Wealth Partners LLC Berkshire Hathaway Inc Class B Transaction History

Curated Wealth Partners LLC

$862 Million
Q4 2024

A detailed history of Curated Wealth Partners LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Curated Wealth Partners LLC holds 4,862 shares of BRK-B stock, worth $2.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,862

Previous 1,944 150.1%

Holding current value

$2.3 Million

Previous $894,000 146.42%

% of portfolio

0.26%

Previous 0.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$442.29 - $483.08 $1.29 Million - $1.41 Million	2,918 Added 150.1%	4,862 $2.2 Million
Q3 2024 Oct 04, 2024	BUY	$405.19 - $478.57 $16,207 - $19,142	40 Added 2.1%	1,944 $894,000
Q2 2024 Jul 12, 2024	BUY	$396.73 - $420.24 $755,373 - $800,136	1,904 New	1,904 $774,000
Q4 2023 Jan 08, 2024	SELL	$331.71 - $362.68 $8,956 - $9,792	-27 Reduced 1.31%	2,036 $726,000
Q3 2023 Oct 23, 2023	SELL	$340.9 - $370.48 $24,203 - $26,304	-71 Reduced 3.33%	2,063 $722,000
Q2 2023 Jul 10, 2023	SELL	$309.07 - $341.0 $20,089 - $22,165	-65 Reduced 2.96%	2,134 $727,000
Q1 2023 Apr 27, 2023	SELL	$293.51 - $320.37 $67,213 - $73,364	-229 Reduced 9.43%	2,199 $678,000
Q4 2022 Jan 30, 2023	SELL	$264.0 - $318.6 $264 - $318	-1 Reduced 0.04%	2,428 $750,000
Q3 2022 Oct 13, 2022	BUY	$264.32 - $306.65 $1,850 - $2,146	7 Added 0.29%	2,429 $651,000
Q2 2022 Jul 27, 2022	SELL	$267.52 - $353.1 $468,695 - $618,631	-1,752 Reduced 41.97%	2,422 $660,000
Q4 2021 Feb 03, 2022	BUY	$273.64 - $300.17 $9,851 - $10,806	36 Added 0.87%	4,174 $1.25 Million
Q3 2021 Nov 08, 2021	BUY	$272.66 - $291.28 $10,088 - $10,777	37 Added 0.9%	4,138 $1.13 Million
Q2 2021 Aug 11, 2021	BUY	$258.2 - $292.52 $82,882 - $93,898	321 Added 8.49%	4,101 $1.14 Million
Q1 2021 May 14, 2021	BUY	$227.36 - $263.99 $107,313 - $124,603	472 Added 14.27%	3,780 $965,000
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $663,915 - $773,807	3,308 New	3,308 $767,000

Others Institutions Holding BRK-B

# of Institutions

4,551

Shares Held

841M

Call Options Held

21.1M

Put Options Held

12.9M

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 $614B

More about BRK-B

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Curated Wealth Partners LLC Berkshire Hathaway Inc Class B Transaction History