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

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 468 shares of BRK-B stock, worth $223,966. This represents 0.08% of its overall portfolio holdings.

Number of Shares
468
Previous 540 13.33%
Holding current value
$223,966
Previous $219,000 1.83%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 04, 2024
SELL
$405.19 - $478.57 $29,173 - $34,457
-72 Reduced 13.33%
468 $215,000
Q2 2024

Aug 05, 2024
SELL
$396.73 - $420.24 $396 - $420
-1 Reduced 0.18%
540 $219,000
Q1 2024

Apr 17, 2024
SELL
$359.29 - $420.52 $11,137 - $13,036
-31 Reduced 5.42%
541 $227,000
Q3 2023

Oct 25, 2023
BUY
$340.9 - $370.48 $194,994 - $211,914
572 New
572 $200,000
Q4 2020

Mar 05, 2021
SELL
$200.7 - $233.92 $16,056 - $18,713
-80 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
$177.99 - $221.68 $14,239 - $17,734
80 New
80 $17,000

Others Institutions Holding BRK-B

# of Institutions
4,377
Shares Held
841M
Call Options Held
21M
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 $623B
More about BRK-B
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