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

Howard Wealth Management, LLC

$127 Million
Q2 2024

A detailed history of Howard Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Howard Wealth Management, LLC holds 870 shares of BRK-B stock, worth $401,913. This represents 0.28% of its overall portfolio holdings.

Number of Shares

870

Previous 870 -0.0%

Holding current value

$401,913

Previous $365,000 3.29%

% of portfolio

0.28%

Previous 0.3%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$359.29 - $420.52 $14,730 - $17,241	41 Added 4.95%	870 $365,000
Q4 2023 Feb 07, 2024	BUY	$331.71 - $362.68 $3,648 - $3,989	11 Added 1.34%	829 $295,000
Q3 2023 Nov 01, 2023	SELL	$340.9 - $370.48 $52,839 - $57,424	-155 Reduced 15.93%	818 $286,000
Q2 2023 Aug 01, 2023	SELL	$309.07 - $341.0 $9,272 - $10,230	-30 Reduced 2.99%	973 $331,000
Q1 2023 May 04, 2023	SELL	$293.51 - $320.37 $12,914 - $14,096	-44 Reduced 4.2%	1,003 $309,000
Q4 2022 Jan 26, 2023	BUY	$264.0 - $318.6 $2,640 - $3,186	10 Added 0.96%	1,047 $0
Q3 2022 Nov 01, 2022	BUY	$264.32 - $306.65 $274,099 - $317,996	1,037 New	1,037 $276,000
Q2 2022 Aug 09, 2022	SELL	$267.52 - $353.1 $268,857 - $354,865	-1,005 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$300.79 - $359.57 $39,102 - $46,744	-130 Reduced 11.45%	1,005 $354,000
Q4 2021 Jan 18, 2022	BUY	$273.64 - $300.17 $18,607 - $20,411	68 Added 6.37%	1,135 $339,000
Q2 2021 Jul 27, 2021	BUY	$258.2 - $292.52 $9,037 - $10,238	35 Added 3.39%	1,067 $296,000
Q1 2021 Apr 23, 2021	SELL	$227.36 - $263.99 $7,957 - $9,239	-35 Reduced 3.28%	1,032 $263,000
Q4 2020 Feb 02, 2021	BUY	$200.7 - $233.92 $1,204 - $1,403	6 Added 0.57%	1,067 $247,000
Q3 2020 Oct 29, 2020	SELL	$177.99 - $221.68 $68,526 - $85,346	-385 Reduced 26.63%	1,061 $225,000
Q2 2020 Aug 03, 2020	SELL	$169.25 - $201.56 $7,954 - $9,473	-47 Reduced 3.15%	1,446 $258,000
Q1 2020 May 04, 2020	BUY	$162.13 - $230.2 $2,107 - $2,992	13 Added 0.88%	1,493 $272,000
Q4 2019 Feb 05, 2020	BUY	$203.1 - $227.05 $300,588 - $336,034	1,480 New	1,480 $335,000

Others Institutions Holding BRK-B

# of Institutions

4,262

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 $601B

More about BRK-B

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