Evercore Wealth Management, LLC Berkshire Hathaway Inc Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Berkshire Hathaway Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 13 shares of BRK-A stock, worth $9.28 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13
Previous 12 8.33%
Holding current value
$9.28 Million
Previous $7.35 Million 22.18%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Nov 14, 2024
BUY
$610460.0 - $715910.0 $610,460 - $715,910
1 Added 8.33%
13 $8.98 Million
Q2 2024

Aug 14, 2024
BUY
$598160.0 - $634030.0 $598,160 - $634,030
1 Added 9.09%
12 $7.35 Million
Q1 2024

May 15, 2024
SELL
$545250.0 - $634440.0 $1.09 Million - $1.27 Million
-2 Reduced 15.38%
11 $6.98 Million
Q4 2023

Feb 14, 2024
BUY
$503375.0 - $555800.0 $1.01 Million - $1.11 Million
2 Added 18.18%
13 $7.05 Million
Q3 2023

Nov 14, 2023
SELL
$517136.0 - $563073.0 $1.03 Million - $1.13 Million
-2 Reduced 15.38%
11 $5.85 Million
Q2 2023

Aug 04, 2023
BUY
$467660.0 - $517810.0 $935,320 - $1.04 Million
2 Added 18.18%
13 $6.73 Million
Q4 2022

Feb 14, 2023
SELL
$402836.0 - $479086.5 $2.42 Million - $2.87 Million
-6 Reduced 35.29%
11 $5.14 Million
Q2 2022

Aug 15, 2022
BUY
$402300.0 - $529000.0 $1.61 Million - $2.12 Million
4 Added 30.77%
17 $6.95 Million
Q4 2021

Feb 14, 2022
BUY
$412540.0 - $454550.0 $825,080 - $909,100
2 Added 18.18%
13 $5.86 Million
Q3 2021

Nov 15, 2021
SELL
$410450.0 - $438160.0 $410,450 - $438,160
-1 Reduced 8.33%
11 $4.53 Million
Q1 2021

May 17, 2021
SELL
$341820.0 - $398840.0 $683,640 - $797,680
-2 Reduced 14.29%
12 $4.63 Million
Q4 2020

Feb 16, 2021
BUY
$301740.0 - $351101.0 $301,740 - $351,101
1 Added 7.69%
14 $4.86 Million
Q1 2020

May 14, 2020
SELL
$240000.0 - $344970.0 $240,000 - $344,970
-1 Reduced 7.14%
13 $3.54 Million
Q4 2019

Feb 13, 2020
SELL
$305090.0 - $340380.0 $305,090 - $340,380
-1 Reduced 6.67%
14 $4.76 Million
Q3 2019

Nov 14, 2019
BUY
$295000.0 - $323149.0 $590,000 - $646,298
2 Added 15.38%
15 $4.68 Million
Q1 2019

May 14, 2019
BUY
$287000.0 - $313875.0 $287,000 - $313,875
1 Added 8.33%
13 $3.92 Million
Q3 2017

Nov 13, 2017
BUY
$260500.0 - $275630.0 $3.13 Million - $3.31 Million
12
12 $3.3 Million

Others Institutions Holding BRK-A

# of Institutions
1,118
Shares Held
783K
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHAWAY INC

BRK-A Quotes by TradingView
  • Ticker BRK-A
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 599,924
  • Market Cap $428B
  • Description
  • Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricit...
More about BRK-A
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