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

Jackson Wealth Management, LLC

$535 Million
Q1 2024

A detailed history of Jackson Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 9,368 shares of BRK-B stock, worth $3.81 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

9,368

Previous 8,258 13.44%

Holding current value

$3.81 Million

Previous $2.95 Million 33.75%

% of portfolio

0.74%

Previous 0.6%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$359.29 - $420.52 $398,811 - $466,777	1,110 Added 13.44%	9,368 $3.94 Million
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $92,878 - $101,550	280 Added 3.51%	8,258 $2.95 Million
Q3 2023 Nov 14, 2023	BUY	$340.9 - $370.48 $33,749 - $36,677	99 Added 1.26%	7,978 $2.79 Million
Q2 2023 Aug 02, 2023	BUY	$309.07 - $341.0 $177,097 - $195,393	573 Added 7.84%	7,879 $2.69 Million
Q1 2023 May 12, 2023	BUY	$293.51 - $320.37 $538,590 - $587,878	1,835 Added 33.54%	7,306 $2.26 Million

Q4 2022 Feb 10, 2023	SELL	$264.0 - $318.6 $1.09 Million - $1.31 Million	-4,110 Reduced 42.9%	5,471 $1.69 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $1.62 Million - $1.88 Million	6,136 Added 178.11%	9,581 $2.56 Million
Q2 2022 Aug 01, 2022	BUY	$267.52 - $353.1 $667,729 - $881,337	2,496 Added 263.01%	3,445 $941,000
Q1 2022 May 05, 2022	BUY	$300.79 - $359.57 $43,313 - $51,778	144 Added 17.89%	949 $335,000
Q4 2021 Feb 09, 2022	BUY	$273.64 - $300.17 $220,280 - $241,636	805 New	805 $241,000
Q3 2021 Dec 10, 2021	SELL	$272.66 - $291.28 $219,491 - $234,480	-805 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$227.36 - $263.99 $183,024 - $212,511	805 New	805 $206,000

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