Evercore Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 283,316 shares of BRK-B stock, worth $136 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
283,316
Previous 288,078 1.65%
Holding current value
$136 Million
Previous $117 Million 11.27%
% of portfolio
1.96%
Previous 1.85%

Shares

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

Nov 14, 2024
SELL
$405.19 - $478.57 $1.93 Million - $2.28 Million
-4,762 Reduced 1.65%
283,316 $130 Million
Q2 2024

Aug 14, 2024
SELL
$396.73 - $420.24 $1.33 Million - $1.41 Million
-3,358 Reduced 1.15%
288,078 $117 Million
Q1 2024

May 15, 2024
SELL
$359.29 - $420.52 $829,600 - $970,980
-2,309 Reduced 0.79%
291,436 $123 Million
Q4 2023

Feb 14, 2024
SELL
$331.71 - $362.68 $337,017 - $368,482
-1,016 Reduced 0.34%
293,745 $105 Million
Q3 2023

Nov 14, 2023
SELL
$340.9 - $370.48 $493,623 - $536,455
-1,448 Reduced 0.49%
294,761 $103 Million
Q2 2023

Aug 04, 2023
BUY
$309.07 - $341.0 $604,849 - $667,337
1,957 Added 0.67%
296,209 $101 Million
Q1 2023

May 15, 2023
SELL
$293.51 - $320.37 $1.16 Million - $1.27 Million
-3,963 Reduced 1.33%
294,252 $90.9 Million
Q4 2022

Feb 14, 2023
SELL
$264.0 - $318.6 $174,240 - $210,276
-660 Reduced 0.22%
298,215 $92.1 Million
Q3 2022

Nov 14, 2022
BUY
$264.32 - $306.65 $921,948 - $1.07 Million
3,488 Added 1.18%
298,875 $79.8 Million
Q2 2022

Aug 15, 2022
SELL
$267.52 - $353.1 $386,833 - $510,582
-1,446 Reduced 0.49%
295,387 $80.6 Million
Q1 2022

May 16, 2022
SELL
$300.79 - $359.57 $65,873 - $78,745
-219 Reduced 0.07%
296,833 $105 Million
Q4 2021

Feb 14, 2022
SELL
$273.64 - $300.17 $63,484 - $69,639
-232 Reduced 0.08%
297,052 $88.8 Million
Q3 2021

Nov 15, 2021
SELL
$272.66 - $291.28 $1.04 Million - $1.11 Million
-3,813 Reduced 1.27%
297,284 $81.1 Million
Q2 2021

Aug 16, 2021
SELL
$258.2 - $292.52 $173,252 - $196,280
-671 Reduced 0.22%
301,097 $83.7 Million
Q1 2021

May 17, 2021
BUY
$227.36 - $263.99 $741,420 - $860,871
3,261 Added 1.09%
301,768 $77.1 Million
Q4 2020

Feb 16, 2021
BUY
$200.7 - $233.92 $790,557 - $921,410
3,939 Added 1.34%
298,507 $69.2 Million
Q3 2020

Nov 16, 2020
BUY
$177.99 - $221.68 $530,766 - $661,049
2,982 Added 1.02%
294,568 $62.7 Million
Q2 2020

Aug 13, 2020
BUY
$169.25 - $201.56 $729,975 - $869,328
4,313 Added 1.5%
291,586 $52.1 Million
Q1 2020

May 14, 2020
BUY
$162.13 - $230.2 $641,386 - $910,671
3,956 Added 1.4%
287,273 $52.5 Million
Q4 2019

Feb 13, 2020
BUY
$203.1 - $227.05 $853,020 - $953,610
4,200 Added 1.5%
283,317 $64.2 Million
Q3 2019

Nov 14, 2019
BUY
$195.81 - $215.25 $1.16 Million - $1.27 Million
5,903 Added 2.16%
279,117 $58.1 Million
Q2 2019

Aug 13, 2019
BUY
$197.42 - $218.6 $6.76 Million - $7.49 Million
34,255 Added 14.34%
273,214 $58.2 Million
Q1 2019

May 14, 2019
BUY
$191.66 - $209.19 $2.37 Million - $2.58 Million
12,344 Added 5.45%
238,959 $48 Million
Q4 2018

Feb 13, 2019
BUY
$187.76 - $223.76 $503,572 - $600,124
2,682 Added 1.2%
226,615 $46.3 Million
Q3 2018

Nov 13, 2018
BUY
$186.02 - $221.68 $567,547 - $676,345
3,051 Added 1.38%
223,933 $47.9 Million
Q2 2018

Aug 14, 2018
BUY
$184.91 - $201.2 $2.86 Million - $3.11 Million
15,473 Added 7.53%
220,882 $41.2 Million
Q1 2018

May 15, 2018
BUY
$191.42 - $217.25 $388,391 - $440,800
2,029 Added 1.0%
205,409 $41 Million
Q4 2017

Feb 13, 2018
SELL
$181.06 - $199.56 $142,494 - $157,053
-787 Reduced 0.39%
203,380 $40.3 Million
Q3 2017

Nov 13, 2017
BUY
$173.99 - $183.82 $35.5 Million - $37.5 Million
204,167
204,167 $37.4 Million

Others Institutions Holding BRK-B

# of Institutions
4,377
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 $623B
More about BRK-B
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