Edge Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

Edge Wealth Management LLC

  • $497 Million
  • Q3 2024

A detailed history of Edge Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Edge Wealth Management LLC holds 41,776 shares of BRK-B stock, worth $19.9 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares
41,776
Previous 41,933 0.37%
Holding current value
$19.9 Million
Previous $17.1 Million 12.72%
% of portfolio
3.87%
Previous 3.59%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$405.19 - $478.57 $63,614 - $75,135
-157 Reduced 0.37%
41,776 $19.2 Million
Q2 2024

Jul 12, 2024
SELL
$396.73 - $420.24 $322,144 - $341,234
-812 Reduced 1.9%
41,933 $17.1 Million
Q1 2024

Apr 15, 2024
BUY
$359.29 - $420.52 $50,300 - $58,872
140 Added 0.33%
42,745 $18 Million
Q4 2023

Jan 11, 2024
SELL
$331.71 - $362.68 $154,245 - $168,646
-465 Reduced 1.08%
42,605 $15.2 Million
Q3 2023

Oct 13, 2023
SELL
$340.9 - $370.48 $43,294 - $47,050
-127 Reduced 0.29%
43,070 $15.1 Million
Q2 2023

Jul 13, 2023
BUY
$309.07 - $341.0 $378,919 - $418,066
1,226 Added 2.92%
43,197 $14.7 Million
Q1 2023

Apr 17, 2023
SELL
$293.51 - $320.37 $137,949 - $150,573
-470 Reduced 1.11%
41,971 $13 Million
Q4 2022

Jan 25, 2023
SELL
$264.0 - $318.6 $1.35 Million - $1.63 Million
-5,107 Reduced 10.74%
42,441 $0
Q3 2022

Oct 18, 2022
BUY
$264.32 - $306.65 $235,244 - $272,918
890 Added 1.91%
47,548 $12.8 Million
Q2 2022

Jul 22, 2022
BUY
$267.52 - $353.1 $58,854 - $77,682
220 Added 0.47%
46,658 $12.7 Million
Q1 2022

Apr 14, 2022
BUY
$300.79 - $359.57 $229,201 - $273,992
762 Added 1.67%
46,438 $16.4 Million
Q4 2021

Jan 14, 2022
BUY
$273.64 - $300.17 $388,568 - $426,241
1,420 Added 3.21%
45,676 $13.7 Million
Q3 2021

Oct 13, 2021
BUY
$272.66 - $291.28 $660,927 - $706,062
2,424 Added 5.79%
44,256 $12.1 Million
Q2 2021

Jul 23, 2021
BUY
$258.2 - $292.52 $12,651 - $14,333
49 Added 0.12%
41,832 $11.6 Million
Q1 2021

Apr 09, 2021
BUY
$227.36 - $263.99 $471,772 - $547,779
2,075 Added 5.23%
41,783 $10.7 Million
Q4 2020

Jan 19, 2021
SELL
$200.7 - $233.92 $1.7 Million - $1.98 Million
-8,460 Reduced 17.56%
39,708 $9.2 Million
Q3 2020

Oct 21, 2020
SELL
$177.99 - $221.68 $121,211 - $150,964
-681 Reduced 1.39%
48,168 $10.3 Million
Q2 2020

Aug 03, 2020
SELL
$169.25 - $201.56 $199,545 - $237,639
-1,179 Reduced 2.36%
48,849 $8.72 Million
Q1 2020

Apr 20, 2020
SELL
$162.13 - $230.2 $88,685 - $125,919
-547 Reduced 1.08%
50,028 $9.23 Million
Q4 2019

Jan 29, 2020
BUY
$203.1 - $227.05 $144,810 - $161,886
713 Added 1.43%
50,575 $11.4 Million
Q3 2019

Oct 21, 2019
SELL
$195.81 - $215.25 $323,282 - $355,377
-1,651 Reduced 3.21%
49,862 $10.4 Million
Q2 2019

Jul 15, 2019
SELL
$197.42 - $218.6 $3,356 - $3,716
-17 Reduced 0.03%
51,513 $10.9 Million
Q1 2019

Apr 11, 2019
SELL
$191.66 - $209.19 $207,759 - $226,761
-1,084 Reduced 2.06%
51,530 $10.3 Million
Q4 2018

Jan 11, 2019
BUY
$187.76 - $223.76 $371,013 - $442,149
1,976 Added 3.9%
52,614 $10.7 Million
Q3 2018

Oct 22, 2018
BUY
$186.02 - $221.68 $132,074 - $157,392
710 Added 1.42%
50,638 $10.8 Million
Q2 2018

Jul 17, 2018
BUY
$184.91 - $201.2 $56,027 - $60,963
303 Added 0.61%
49,928 $9.32 Million
Q1 2018

Apr 05, 2018
BUY
$191.42 - $217.25 $159,261 - $180,752
832 Added 1.71%
49,625 $9.9 Million
Q4 2017

Jan 18, 2018
SELL
$181.06 - $199.56 $151,547 - $167,031
-837 Reduced 1.69%
48,793 $9.72 Million
Q3 2017

Oct 19, 2017
BUY
$173.99 - $183.82 $8.64 Million - $9.12 Million
49,630
49,630 $9.08 Million

Others Institutions Holding BRK-B

# of Institutions
4,376
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $620B
More about BRK-B
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