Destination Wealth Management Berkshire Hathaway Inc Class B Transaction History

Destination Wealth Management

$3.17 Billion
Q4 2024

A detailed history of Destination Wealth Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Destination Wealth Management holds 76,468 shares of BRK-B stock, worth $36.1 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

76,468

Previous 76,922 0.59%

Holding current value

$36.1 Million

Previous $35.4 Million 2.1%

% of portfolio

1.09%

Previous 1.11%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$442.29 - $483.08 $200,799 - $219,318	-454 Reduced 0.59%	76,468 $34.7 Million
Q3 2024 Nov 25, 2024	BUY	$405.19 - $478.57 $171,800 - $202,913	424 Added 0.55%	76,922 $35.4 Million
Q2 2024 Jul 24, 2024	SELL	$396.73 - $420.24 $69,031 - $73,121	-174 Reduced 0.23%	76,498 $31.1 Million
Q1 2024 May 14, 2024	BUY	$359.29 - $420.52 $3.65 Million - $4.28 Million	10,168 Added 15.29%	76,672 $32.2 Million
Q4 2023 Feb 13, 2024	BUY	$331.71 - $362.68 $15.5 Million - $16.9 Million	46,636 Added 234.73%	66,504 $23.7 Million
Q3 2023 Nov 14, 2023	SELL	$340.9 - $370.48 $332,036 - $360,847	-974 Reduced 4.67%	19,868 $6.96 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $306,288 - $337,931	-991 Reduced 4.54%	20,842 $7.11 Million
Q1 2023 May 05, 2023	SELL	$293.51 - $320.37 $144,113 - $157,301	-491 Reduced 2.2%	21,833 $6.74 Million
Q4 2022 Feb 10, 2023	SELL	$264.0 - $318.6 $497,112 - $599,923	-1,883 Reduced 7.78%	22,324 $6.9 Million
Q3 2022 Nov 10, 2022	SELL	$264.32 - $306.65 $219,385 - $254,519	-830 Reduced 3.32%	24,207 $6.46 Million
Q2 2022 Jul 29, 2022	BUY	$267.52 - $353.1 $248,258 - $327,676	928 Added 3.85%	25,037 $6.84 Million
Q1 2022 May 12, 2022	SELL	$300.79 - $359.57 $1.12 Million - $1.34 Million	-3,717 Reduced 13.36%	24,109 $8.51 Million
Q4 2021 Feb 04, 2022	SELL	$273.64 - $300.17 $432,898 - $474,868	-1,582 Reduced 5.38%	27,826 $8.32 Million
Q3 2021 Oct 25, 2021	SELL	$272.66 - $291.28 $32.7 Million - $35 Million	-120,063 Reduced 80.33%	29,408 $8.03 Million
Q2 2021 Aug 13, 2021	BUY	$258.2 - $292.52 $239,609 - $271,458	928 Added 0.62%	149,471 $41.5 Million
Q1 2021 May 05, 2021	SELL	$227.36 - $263.99 $730,962 - $848,727	-3,215 Reduced 2.12%	148,543 $37.9 Million
Q4 2020 Feb 11, 2021	BUY	$200.7 - $233.92 $1.07 Million - $1.25 Million	5,333 Added 3.64%	151,758 $35.2 Million
Q3 2020 Nov 12, 2020	BUY	$177.99 - $221.68 $141,680 - $176,457	796 Added 0.55%	146,425 $31.2 Million
Q2 2020 Aug 14, 2020	BUY	$169.25 - $201.56 $1.15 Million - $1.37 Million	6,781 Added 4.88%	145,629 $26 Million
Q1 2020 May 13, 2020	SELL	$162.13 - $230.2 $796,058 - $1.13 Million	-4,910 Reduced 3.42%	138,848 $25.4 Million
Q4 2019 Feb 12, 2020	SELL	$203.1 - $227.05 $232,752 - $260,199	-1,146 Reduced 0.79%	143,758 $32.6 Million
Q3 2019 Nov 13, 2019	BUY	$195.81 - $215.25 $342,863 - $376,902	1,751 Added 1.22%	144,904 $30.1 Million
Q2 2019 Jul 19, 2019	BUY	$197.42 - $218.6 $385,561 - $426,925	1,953 Added 1.38%	143,153 $30.5 Million
Q1 2019 May 01, 2019	SELL	$191.66 - $209.19 $29,707 - $32,424	-155 Reduced 0.11%	141,200 $28.4 Million
Q4 2018 Feb 05, 2019	BUY	$187.76 - $223.76 $258,170 - $307,670	1,375 Added 0.98%	141,355 $28.9 Million
Q3 2018 Nov 07, 2018	BUY	$186.02 - $221.68 $2.08 Million - $2.48 Million	11,207 Added 8.7%	139,980 $30 Million
Q2 2018 Jul 31, 2018	SELL	$184.91 - $201.2 $186,204 - $202,608	-1,007 Reduced 0.78%	128,773 $24 Million
Q1 2018 Apr 05, 2018	SELL	$191.42 - $217.25 $239,083 - $271,345	-1,249 Reduced 0.95%	129,780 $25.9 Million
Q4 2017 Feb 09, 2018	SELL	$181.06 - $199.56 $588,626 - $648,769	-3,251 Reduced 2.42%	131,029 $26 Million
Q3 2017 Nov 09, 2017	SELL	$173.99 - $183.82 $272,816 - $288,229	-1,568 Reduced 1.15%	134,280 $24.6 Million
Q2 2017 Aug 11, 2017	BUY	N/A	135,848	135,848 $23 Million

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Destination Wealth Management with notifications on news.

Account

Destination Wealth Management Berkshire Hathaway Inc Class B Transaction History