Evermay Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Evermay Wealth Management LLC holds 7,770 shares of BRK-B stock, worth $3.83 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
7,770
Previous 7,803 0.42%
Holding current value
$3.83 Million
Previous $3.59 Million 1.95%
% of portfolio
0.54%
Previous 0.58%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$442.29 - $483.08 $14,595 - $15,941
-33 Reduced 0.42%
7,770 $3.52 Million
Q3 2024

Oct 25, 2024
BUY
$405.19 - $478.57 $29,578 - $34,935
73 Added 0.94%
7,803 $3.59 Million
Q2 2024

Aug 01, 2024
BUY
$396.73 - $420.24 $6,744 - $7,144
17 Added 0.22%
7,730 $3.14 Million
Q1 2024

May 13, 2024
BUY
$359.29 - $420.52 $44,911 - $52,565
125 Added 1.65%
7,713 $3.24 Million
Q4 2023

Feb 09, 2024
SELL
$331.71 - $362.68 $588,121 - $643,031
-1,773 Reduced 18.94%
7,588 $2.71 Million
Q3 2023

Nov 13, 2023
SELL
$340.9 - $370.48 $26,931 - $29,267
-79 Reduced 0.84%
9,361 $3.28 Million
Q2 2023

Aug 10, 2023
SELL
$309.07 - $341.0 $46,051 - $50,809
-149 Reduced 1.55%
9,440 $3.22 Million
Q1 2023

May 15, 2023
SELL
$293.51 - $320.37 $142,939 - $156,020
-487 Reduced 4.83%
9,589 $2.96 Million
Q4 2022

Jan 19, 2023
BUY
$264.0 - $318.6 $137,280 - $165,672
520 Added 5.44%
10,076 $0
Q3 2022

Nov 14, 2022
BUY
$264.32 - $306.65 $84,053 - $97,514
318 Added 3.44%
9,556 $2.55 Million
Q2 2022

Aug 15, 2022
BUY
$267.52 - $353.1 $2,942 - $3,884
11 Added 0.12%
9,238 $2.52 Million
Q1 2022

May 16, 2022
BUY
$300.79 - $359.57 $165,735 - $198,123
551 Added 6.35%
9,227 $3.26 Million
Q4 2021

Feb 14, 2022
SELL
$273.64 - $300.17 $91,122 - $99,956
-333 Reduced 3.7%
8,676 $2.59 Million
Q3 2021

Nov 12, 2021
SELL
$272.66 - $291.28 $34,355 - $36,701
-126 Reduced 1.38%
9,009 $2.46 Million
Q2 2021

Aug 13, 2021
SELL
$258.2 - $292.52 $55,513 - $62,891
-215 Reduced 2.3%
9,135 $2.54 Million
Q1 2021

May 10, 2021
SELL
$227.36 - $263.99 $72,527 - $84,212
-319 Reduced 3.3%
9,350 $2.39 Million
Q4 2020

Feb 16, 2021
SELL
$200.7 - $233.92 $108,378 - $126,316
-540 Reduced 5.29%
9,669 $2.24 Million
Q3 2020

Nov 05, 2020
SELL
$177.99 - $221.68 $8,009 - $9,975
-45 Reduced 0.44%
10,209 $2.17 Million
Q2 2020

Jul 20, 2020
BUY
$169.25 - $201.56 $96,472 - $114,889
570 Added 5.89%
10,254 $1.83 Million
Q1 2020

Apr 24, 2020
BUY
$162.13 - $230.2 $9,241 - $13,121
57 Added 0.59%
9,684 $1.77 Million
Q4 2019

Feb 11, 2020
BUY
$203.1 - $227.05 $437,680 - $489,292
2,155 Added 28.84%
9,627 $2.18 Million
Q3 2019

Oct 29, 2019
BUY
$195.81 - $215.25 $221,069 - $243,017
1,129 Added 17.8%
7,472 $1.56 Million
Q2 2019

Jul 23, 2019
BUY
$197.42 - $218.6 $174,914 - $193,679
886 Added 16.24%
6,343 $1.35 Million
Q1 2019

May 03, 2019
BUY
$191.66 - $209.19 $40,248 - $43,929
210 Added 4.0%
5,457 $1.1 Million
Q4 2018

Jan 24, 2019
SELL
$187.76 - $223.76 $25,910 - $30,878
-138 Reduced 2.56%
5,247 $1.07 Million
Q3 2018

Oct 29, 2018
BUY
$186.02 - $221.68 $9,301 - $11,084
50 Added 0.94%
5,385 $1.15 Million
Q2 2018

Aug 06, 2018
SELL
$184.91 - $201.2 $36,057 - $39,234
-195 Reduced 3.53%
5,335 $996,000
Q1 2018

May 04, 2018
SELL
$191.42 - $217.25 $259,374 - $294,373
-1,355 Reduced 19.68%
5,530 $1.1 Million
Q4 2017

Feb 07, 2018
BUY
$181.06 - $199.56 $120,042 - $132,308
663 Added 10.66%
6,885 $1.37 Million
Q3 2017

Oct 23, 2017
BUY
$173.99 - $183.82 $1.08 Million - $1.14 Million
6,222
6,222 $1.14 Million

Others Institutions Holding BRK-B

# of Institutions
4,798
Shares Held
865M
Call Options Held
21.4M
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 $641B
More about BRK-B
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