Jessup Wealth Management, Inc Berkshire Hathaway Inc Class B Transaction History

Jessup Wealth Management, Inc

$218 Billion
Q3 2024

A detailed history of Jessup Wealth Management, Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 2,760 shares of BRK-B stock, worth $1.25 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

2,760

Previous 2,757 0.11%

Holding current value

$1.25 Million

Previous $1.12 Billion 13.25%

% of portfolio

0.58%

Previous 0.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$405.19 - $478.57 $1,215 - $1,435	3 Added 0.11%	2,760 $1.27 Billion
Q2 2024 Jul 26, 2024	BUY	$396.73 - $420.24 $110,290 - $116,826	278 Added 11.21%	2,757 $1.12 Billion
Q1 2024 Apr 15, 2024	BUY	$359.29 - $420.52 $37,006 - $43,313	103 Added 4.34%	2,479 $1.04 Billion
Q4 2023 Jan 12, 2024	SELL	$331.71 - $362.68 $192,060 - $209,991	-579 Reduced 19.59%	2,376 $847 Million
Q3 2023 Oct 24, 2023	SELL	$340.9 - $370.48 $128,519 - $139,670	-377 Reduced 11.31%	2,955 $1.04 Billion
Q2 2023 Jul 21, 2023	BUY	$309.07 - $341.0 $96,120 - $106,051	311 Added 10.29%	3,332 $1.14 Billion
Q1 2023 Apr 26, 2023	SELL	$293.51 - $320.37 $18,784 - $20,503	-64 Reduced 2.07%	3,021 $933 Million
Q4 2022 Jan 30, 2023	BUY	$264.0 - $318.6 $814,440 - $982,881	3,085 New	3,085 $953 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

Call Options Held

21M

Put Options Held

13M

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 $590B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Jessup Wealth Management, Inc with notifications on news.

Account

Jessup Wealth Management, Inc Berkshire Hathaway Inc Class B Transaction History