Edge Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

Edge Wealth Management LLC

  • $488 Million
  • Q2 2025

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 40,699 shares of BRK-B stock, worth $19.9 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares
40,699
Previous 41,279 1.41%
Holding current value
$19.9 Million
Previous $21.7 Million 8.78%
% of portfolio
4.05%
Previous 4.64%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$483.48 - $539.8 $280,418 - $313,084
-580 Reduced 1.41%
40,699 $19.8 Million
Q1 2025

Apr 10, 2025
BUY
$442.66 - $534.52 $53,561 - $64,676
121 Added 0.29%
41,279 $21.7 Million
Q4 2024

Jan 14, 2025
SELL
$442.29 - $483.08 $273,335 - $298,543
-618 Reduced 1.48%
41,158 $18.7 Million
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
5,047
Shares Held
925M
Call Options Held
17.4M
Put Options Held
13.1M
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 $637B
More about BRK-B
Track This Portfolio

Track Edge Wealth Management LLC Portfolio

Follow Edge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Edge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email