Epg Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

Epg Wealth Management LLC

$396 Billion
Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Epg Wealth Management LLC holds 6,841 shares of BRK-B stock, worth $3.26 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

6,841

Previous 0 Infinity%

Holding current value

$3.26 Million

Previous $0 Infinity%

% of portfolio

0.79%

Previous 100.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$405.19 - $478.57 $2.77 Million - $3.27 Million	6,841 New	6,841 $3.15 Billion
Q2 2024 Aug 13, 2024	SELL	$396.73 - $420.24 $2.8 Million - $2.96 Million	-7,046 Closed	0 $0
Q1 2024 May 14, 2024	SELL	$359.29 - $420.52 $46,707 - $54,667	-130 Reduced 1.81%	7,046 $2.96 Million
Q4 2023 Feb 14, 2024	SELL	$331.71 - $362.68 $67,337 - $73,624	-203 Reduced 2.75%	7,176 $2.56 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $90,679 - $98,547	266 Added 3.74%	7,379 $2.58 Million
Q2 2023 Aug 15, 2023	SELL	$309.07 - $341.0 $108,174 - $119,350	-350 Reduced 4.69%	7,113 $2.43 Million
Q1 2023 May 15, 2023	BUY	$293.51 - $320.37 $55,473 - $60,549	189 Added 2.6%	7,463 $2.3 Million
Q4 2022 Feb 14, 2023	BUY	$264.0 - $318.6 $211,200 - $254,880	800 Added 12.36%	7,274 $2.25 Million
Q3 2022 Nov 15, 2022	SELL	$264.32 - $306.65 $93,304 - $108,247	-353 Reduced 5.17%	6,474 $1.73 Million
Q2 2022 Aug 15, 2022	SELL	$267.52 - $353.1 $578,110 - $763,049	-2,161 Reduced 24.04%	6,827 $1.86 Million
Q1 2022 May 10, 2022	BUY	$300.79 - $359.57 $452,388 - $540,793	1,504 Added 20.1%	8,988 $3.17 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $481,059 - $527,698	1,758 Added 30.7%	7,484 $2.24 Million
Q3 2021 Nov 15, 2021	BUY	$272.66 - $291.28 $37,627 - $40,196	138 Added 2.47%	5,726 $1.56 Million
Q2 2021 Aug 09, 2021	SELL	$258.2 - $292.52 $51,123 - $57,918	-198 Reduced 3.42%	5,588 $1.55 Million
Q1 2021 May 10, 2021	BUY	$227.36 - $263.99 $67,071 - $77,877	295 Added 5.37%	5,786 $1.48 Million
Q4 2020 Jan 29, 2021	BUY	$200.7 - $233.92 $67,234 - $78,363	335 Added 6.5%	5,491 $1.27 Million
Q3 2020 Nov 02, 2020	SELL	$177.99 - $221.68 $17,265 - $21,502	-97 Reduced 1.85%	5,156 $1.1 Million
Q2 2020 Aug 06, 2020	SELL	$169.25 - $201.56 $264,876 - $315,441	-1,565 Reduced 22.95%	5,253 $938,000
Q1 2020 May 05, 2020	SELL	$162.13 - $230.2 $143,322 - $203,496	-884 Reduced 11.48%	6,818 $1.25 Million
Q4 2019 Feb 14, 2020	BUY	$203.1 - $227.05 $1.56 Million - $1.75 Million	7,702 New	7,702 $1.75 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

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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Epg Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History