Jeppson Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Jeppson Wealth Management, LLC

  • $276 Million
  • Q4 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 457 shares of BRKB stock, worth $0. This represents 0.08% of its overall portfolio holdings.

Number of Shares
457
Previous 468 2.35%
Holding current value
$0
Previous $215,000 3.72%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
N/A
-11 Reduced 2.35%
457 $207,000
Q3 2024

Nov 04, 2024
SELL
N/A
-72 Reduced 13.33%
468 $215,000
Q2 2024

Aug 05, 2024
SELL
N/A
-1 Reduced 0.18%
540 $219,000
Q1 2024

Apr 17, 2024
SELL
N/A
-31 Reduced 5.42%
541 $227,000
Q3 2023

Oct 25, 2023
BUY
N/A
572 New
572 $200,000
Q4 2020

Mar 05, 2021
SELL
N/A
-80 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
N/A
80 New
80 $17,000

Others Institutions Holding BRKB

# of Institutions
86
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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