Juncture Wealth Strategies, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Juncture Wealth Strategies, LLC

$267 Million
Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 2,016 shares of BRKB stock, worth $0. This represents 0.34% of its overall portfolio holdings.

Number of Shares

2,016

Previous 2,015 0.05%

Holding current value

Previous $927,000 1.51%

% of portfolio

0.34%

Previous 0.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	N/A	1 Added 0.05%	2,016 $913,000
Q3 2024 Oct 09, 2024	SELL	N/A	-72 Reduced 3.45%	2,015 $927,000
Q2 2024 Jul 11, 2024	SELL	N/A	-147 Reduced 6.58%	2,087 $848,000
Q1 2024 Apr 05, 2024	SELL	N/A	-6 Reduced 0.27%	2,234 $939,000
Q4 2023 Jan 08, 2024	SELL	N/A	-15 Reduced 0.67%	2,240 $798,000
Q3 2023 Oct 10, 2023	SELL	N/A	-5 Reduced 0.22%	2,255 $789,000
Q2 2023 Jul 11, 2023	BUY	N/A	29 Added 1.3%	2,260 $770,000
Q1 2023 May 05, 2023	BUY	N/A	23 Added 1.04%	2,231 $688,000
Q4 2022 Jan 18, 2023	SELL	N/A	-2 Reduced 0.09%	2,208 $0
Q3 2022 Oct 11, 2022	BUY	N/A	272 Added 14.04%	2,210 $590,000
Q2 2022 Jul 14, 2022	BUY	N/A	148 Added 8.27%	1,938 $529,000
Q3 2021 Oct 15, 2021	SELL	N/A	-248 Reduced 12.17%	1,790 $489,000
Q2 2021 Aug 13, 2021	BUY	N/A	2,038 New	2,038 $589,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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Juncture Wealth Strategies, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History