Elmwood Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History

Elmwood Wealth Management, Inc.

$219 Million
Q1 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 5,460 shares of BRK-B stock, worth $2.22 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

5,460

Previous 3,814 43.16%

Holding current value

$2.22 Million

Previous $1.36 Million 68.82%

% of portfolio

1.05%

Previous 0.98%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$359.29 - $420.52 $591,391 - $692,175	1,646 Added 43.16%	5,460 $2.3 Million
Q4 2023 Jan 30, 2024	SELL	$331.71 - $362.68 $757,293 - $827,998	-2,283 Reduced 37.44%	3,814 $1.36 Million
Q3 2023 Nov 15, 2023	SELL	$340.9 - $370.48 $5,113 - $5,557	-15 Reduced 0.25%	6,097 $2.14 Million
Q2 2023 Aug 10, 2023	SELL	$309.07 - $341.0 $16,689 - $18,414	-54 Reduced 0.88%	6,112 $2.08 Million
Q1 2023 Apr 28, 2023	SELL	$293.51 - $320.37 $16,436 - $17,940	-56 Reduced 0.9%	6,166 $1.9 Million

Q4 2022 Jan 25, 2023	SELL	$264.0 - $318.6 $264 - $318	-1 Reduced 0.02%	6,222 $0
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $1.64 Million - $1.91 Million	6,223 New	6,223 $1.66 Million
Q4 2021 Feb 08, 2022	SELL	$273.64 - $300.17 $1.21 Million - $1.33 Million	-4,427 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$258.2 - $292.52 $6,455 - $7,313	-25 Reduced 0.56%	4,427 $1.23 Million
Q1 2021 May 13, 2021	BUY	$227.36 - $263.99 $4,092 - $4,751	18 Added 0.41%	4,452 $1.14 Million
Q2 2020 Aug 13, 2020	SELL	$169.25 - $201.56 $272,831 - $324,914	-1,612 Reduced 26.66%	4,434 $792,000
Q1 2020 May 12, 2020	BUY	$162.13 - $230.2 $143,809 - $204,187	887 Added 17.19%	6,046 $1.11 Million
Q4 2019 Feb 05, 2020	SELL	$203.1 - $227.05 $38,182 - $42,685	-188 Reduced 3.52%	5,159 $1.17 Million
Q2 2019 Aug 07, 2019	SELL	$197.42 - $218.6 $22,703 - $25,139	-115 Reduced 2.11%	5,347 $1.14 Million
Q1 2019 May 22, 2019	SELL	$191.66 - $209.19 $39,290 - $42,883	-205 Reduced 3.62%	5,462 $1.1 Million
Q4 2018 Feb 14, 2019	SELL	$187.76 - $223.76 $41,119 - $49,003	-219 Reduced 3.72%	5,667 $1.16 Million
Q3 2018 Oct 11, 2018	BUY	$186.02 - $221.68 $9,301 - $11,084	50 Added 0.86%	5,886 $1.26 Billion
Q2 2018 Aug 22, 2018	SELL	$184.91 - $201.2 $38,831 - $42,252	-210 Reduced 3.47%	5,836 $1.11 Billion
Q1 2018 May 10, 2018	BUY	$191.42 - $217.25 $1.16 Million - $1.31 Million	6,046 New	6,046 $1.21 Billion

Others Institutions Holding BRK-B

# of Institutions

4,161

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 $529B

More about BRK-B

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Elmwood Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History