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

Geo Wealth Management, LLC

$2.2 Billion
Q2 2024

A detailed history of Geo Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Geo Wealth Management, LLC holds 8,986 shares of BRK-B stock, worth $4.11 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,986

Previous 7,465 20.38%

Holding current value

$4.11 Million

Previous $3.14 Million 16.44%

% of portfolio

0.17%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$396.73 - $420.24 $603,426 - $639,185	1,521 Added 20.38%	8,986 $3.66 Million
Q1 2024 May 15, 2024	SELL	$359.29 - $420.52 $2.68 Million - $3.14 Million	-7,465 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$359.29 - $420.52 $783,970 - $917,574	2,182 Added 41.3%	7,465 $3.14 Million
Q4 2023 Feb 13, 2024	BUY	$331.71 - $362.68 $1.47 Million - $1.61 Million	4,446 Added 531.18%	5,283 $1.88 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $13,636 - $14,819	40 Added 5.02%	837 $293,000
Q2 2023 Aug 10, 2023	BUY	$309.07 - $341.0 $8,035 - $8,866	26 Added 3.37%	797 $271,000
Q1 2023 May 12, 2023	SELL	$293.51 - $320.37 $35,808 - $39,085	-122 Reduced 13.66%	771 $238,000
Q4 2022 Feb 13, 2023	SELL	$264.0 - $318.6 $4,488 - $5,416	-17 Reduced 1.87%	893 $275,000
Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $79,824 - $92,608	-302 Reduced 24.92%	910 $243,000
Q2 2022 Aug 12, 2022	SELL	$267.52 - $353.1 $37,452 - $49,434	-140 Reduced 10.36%	1,212 $331,000
Q1 2022 May 13, 2022	SELL	$300.79 - $359.57 $154,004 - $184,099	-512 Reduced 27.47%	1,352 $477,000
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $2,736 - $3,001	10 Added 0.54%	1,864 $557,000
Q3 2021 Nov 12, 2021	SELL	$272.66 - $291.28 $8,179 - $8,738	-30 Reduced 1.59%	1,854 $506,000
Q2 2021 Aug 17, 2021	BUY	$258.2 - $292.52 $68,681 - $77,810	266 Added 16.44%	1,884 $524,000
Q1 2021 May 13, 2021	BUY	$227.36 - $263.99 $16,369 - $19,007	72 Added 4.66%	1,618 $413,000
Q4 2020 Feb 12, 2021	BUY	$200.7 - $233.92 $29,101 - $33,918	145 Added 10.35%	1,546 $359,000
Q3 2020 Nov 13, 2020	SELL	$177.99 - $221.68 $145,417 - $181,112	-817 Reduced 36.83%	1,401 $293,000
Q2 2020 Aug 14, 2020	BUY	$169.25 - $201.56 $375,396 - $447,060	2,218 New	2,218 $395,000
Q4 2019 Feb 13, 2020	SELL	$203.1 - $227.05 $1.89 Million - $2.11 Million	-9,285 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$195.81 - $215.25 $1.82 Million - $2 Million	9,285 New	9,285 $1.93 Million

Others Institutions Holding BRK-B

# of Institutions

4,261

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $595B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

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