Evergreen Wealth Solutions, LLC Berkshire Hathaway Inc Class B Transaction History

Evergreen Wealth Solutions, LLC

$135 Million
Q1 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 3,663 shares of BRK-B stock, worth $1.49 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

3,663

Previous 4,464 17.94%

Holding current value

$1.49 Million

Previous $1.59 Million 3.27%

% of portfolio

1.14%

Previous 1.36%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$359.29 - $420.52 $287,791 - $336,836	-801 Reduced 17.94%	3,663 $1.54 Million
Q4 2023 Feb 07, 2024	SELL	$331.71 - $362.68 $189,406 - $207,090	-571 Reduced 11.34%	4,464 $1.59 Million
Q3 2023 Nov 13, 2023	SELL	$340.9 - $370.48 $157,154 - $170,791	-461 Reduced 8.39%	5,035 $1.76 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $53,469 - $58,993	-173 Reduced 3.05%	5,496 $1.87 Million
Q1 2023 May 12, 2023	SELL	$293.51 - $320.37 $33,166 - $36,201	-113 Reduced 1.95%	5,669 $1.75 Million

Q4 2022 Feb 14, 2023	SELL	$264.0 - $318.6 $16,368 - $19,753	-62 Reduced 1.06%	5,782 $1.79 Million
Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $2,378 - $2,759	-9 Reduced 0.15%	5,844 $1.56 Million
Q2 2022 Aug 15, 2022	SELL	$267.52 - $353.1 $23,274 - $30,719	-87 Reduced 1.46%	5,853 $1.6 Million
Q1 2022 Apr 22, 2022	SELL	$300.79 - $359.57 $28,875 - $34,518	-96 Reduced 1.59%	5,940 $2.1 Million
Q4 2021 Jan 19, 2022	BUY	$273.64 - $300.17 $1.65 Million - $1.81 Million	6,036 New	6,036 $1.81 Million

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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Evergreen Wealth Solutions, LLC Berkshire Hathaway Inc Class B Transaction History