A detailed history of High Mark Wealth Management LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, High Mark Wealth Management LLC holds 420 shares of BRKB stock, worth $0. This represents 0.11% of its overall portfolio holdings.

Number of Shares
420
Previous 399 5.26%
Holding current value
$0
Previous $162,000 19.14%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 17, 2024

BUY
N/A
21 Added 5.26%
420 $193,000
Q4 2023

Jan 22, 2024

BUY
N/A
5 Added 1.27%
399 $142,000
Q3 2023

Oct 18, 2023

BUY
N/A
25 Added 6.78%
394 $138,000
Q1 2023

Apr 20, 2023

SELL
N/A
-145 Reduced 28.21%
369 $113,000
Q3 2022

Oct 21, 2022

BUY
N/A
25 Added 5.11%
514 $137,000
Q1 2022

Apr 25, 2022

BUY
N/A
125 Added 34.34%
489 $173,000
Q3 2021

Nov 01, 2021

SELL
N/A
-56 Reduced 13.33%
364 $99,000
Q2 2021

Aug 02, 2021

SELL
N/A
-39 Reduced 8.5%
420 $117,000
Q1 2021

Apr 22, 2021

SELL
N/A
-16 Reduced 3.37%
459 $117,000
Q4 2020

Jan 27, 2021

SELL
N/A
-12 Reduced 2.46%
475 $110,000
Q3 2020

Oct 26, 2020

SELL
N/A
-9 Reduced 1.81%
487 $106,000
Q2 2020

Jul 22, 2020

SELL
N/A
-30 Reduced 5.7%
496 $89,000
Q1 2020

Apr 30, 2020

BUY
N/A
63 Added 13.61%
526 $96,000
Q4 2019

Mar 19, 2020

BUY
N/A
463 New
463 $104,000

Others Institutions Holding BRKB

About BERKSHIRE HATHWY INC(HLDG CO)B


  • Ticker BRKB
More about BRKB
Track This Portfolio

Track High Mark Wealth Management LLC Portfolio

Follow High Mark Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on High Mark Wealth Management LLC with notifications on news.