Journey Strategic Wealth LLC Berkshire Hathaway Inc Class B Transaction History

Journey Strategic Wealth LLC

$2.25 Billion
Q1 2024

A detailed history of Journey Strategic Wealth LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 3,982 shares of BRK-B stock, worth $1.62 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,982

Previous 2,871 38.7%

Holding current value

$1.62 Million

Previous $1.02 Million 63.64%

% of portfolio

0.07%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$359.29 - $420.52 $399,171 - $467,197	1,111 Added 38.7%	3,982 $1.67 Million
Q4 2023 Feb 09, 2024	SELL	$331.71 - $362.68 $230,870 - $252,425	-696 Reduced 19.51%	2,871 $1.02 Million
Q3 2023 Nov 08, 2023	SELL	$340.9 - $370.48 $106,701 - $115,960	-313 Reduced 8.07%	3,567 $1.25 Million
Q2 2023 Aug 14, 2023	BUY	$309.07 - $341.0 $34,924 - $38,533	113 Added 3.0%	3,880 $1.32 Million
Q1 2023 May 11, 2023	SELL	$293.51 - $320.37 $220,719 - $240,918	-752 Reduced 16.64%	3,767 $1.16 Million

Q4 2022 Feb 14, 2023	SELL	$264.0 - $318.6 $143,616 - $173,318	-544 Reduced 10.74%	4,519 $1.4 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $68,194 - $79,115	258 Added 5.37%	5,063 $1.35 Million
Q2 2022 Aug 15, 2022	SELL	$267.52 - $353.1 $167,200 - $220,687	-625 Reduced 11.51%	4,805 $1.31 Million
Q1 2022 May 16, 2022	BUY	$300.79 - $359.57 $154,906 - $185,178	515 Added 10.48%	5,430 $1.92 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $1.34 Million - $1.48 Million	4,915 New	4,915 $1.47 Million

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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Journey Strategic Wealth LLC Berkshire Hathaway Inc Class B Transaction History