Juncture Wealth Strategies, LLC Berkshire Hathaway Inc Class B Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 2,234 shares of BRK-B stock, worth $918,553. This represents 0.4% of its overall portfolio holdings.

Number of Shares
2,234
Previous 2,240 0.27%
Holding current value
$918,553
Previous $798,000 17.67%
% of portfolio
0.4%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
SELL
$359.29 - $420.52 $2,155 - $2,523
-6 Reduced 0.27%
2,234 $939,000
Q4 2023

Jan 08, 2024
SELL
$331.71 - $362.68 $4,975 - $5,440
-15 Reduced 0.67%
2,240 $798,000
Q3 2023

Oct 10, 2023
SELL
$340.9 - $370.48 $1,704 - $1,852
-5 Reduced 0.22%
2,255 $789,000
Q2 2023

Jul 11, 2023
BUY
$309.07 - $341.0 $8,963 - $9,889
29 Added 1.3%
2,260 $770,000
Q1 2023

May 05, 2023
BUY
$293.51 - $320.37 $6,750 - $7,368
23 Added 1.04%
2,231 $688,000
Q4 2022

Jan 18, 2023
SELL
$264.0 - $318.6 $528 - $637
-2 Reduced 0.09%
2,208 $0
Q3 2022

Oct 11, 2022
BUY
$264.32 - $306.65 $71,895 - $83,408
272 Added 14.04%
2,210 $590,000
Q2 2022

Jul 14, 2022
BUY
$267.52 - $353.1 $39,592 - $52,258
148 Added 8.27%
1,938 $529,000
Q3 2021

Oct 15, 2021
SELL
$272.66 - $291.28 $67,619 - $72,237
-248 Reduced 12.17%
1,790 $489,000
Q2 2021

Aug 13, 2021
BUY
$258.2 - $292.52 $526,211 - $596,155
2,038 New
2,038 $589,000

Others Institutions Holding BRK-B

# of Institutions
4,166
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.81M
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 $535B
More about BRK-B
Track This Portfolio

Track Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email