Keystone Wealth Services, LLC Berkshire Hathaway Inc Class B Transaction History

Keystone Wealth Services, LLC

$336 Million
Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 5,268 shares of BRK-B stock, worth $2.4 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

5,268

Previous 5,020 4.94%

Holding current value

$2.4 Million

Previous $2.04 Million 18.71%

% of portfolio

0.72%

Previous 0.69%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$405.19 - $478.57 $100,487 - $118,685	248 Added 4.94%	5,268 $2.42 Million
Q2 2024 Jul 12, 2024	BUY	$396.73 - $420.24 $39,673 - $42,024	100 Added 2.03%	5,020 $2.04 Million
Q1 2024 Apr 12, 2024	SELL	$359.29 - $420.52 $6,467 - $7,569	-18 Reduced 0.36%	4,920 $2.07 Million
Q4 2023 Jan 17, 2024	BUY	$331.71 - $362.68 $30,517 - $33,366	92 Added 1.9%	4,938 $1.76 Million
Q2 2023 Jul 20, 2023	BUY	$309.07 - $341.0 $38,633 - $42,625	125 Added 2.65%	4,846 $1.65 Million
Q1 2023 Apr 07, 2023	SELL	$293.51 - $320.37 $880 - $961	-3 Reduced 0.06%	4,721 $1.46 Million
Q4 2022 Feb 09, 2023	BUY	$264.0 - $318.6 $3,168 - $3,823	12 Added 0.25%	4,724 $1.46 Million
Q3 2022 Oct 31, 2022	BUY	$264.32 - $306.65 $2,378 - $2,759	9 Added 0.19%	4,712 $1.26 Million
Q2 2022 Jul 13, 2022	SELL	$267.52 - $353.1 $48,421 - $63,911	-181 Reduced 3.71%	4,703 $1.28 Million
Q1 2022 Apr 21, 2022	BUY	$300.79 - $359.57 $47,524 - $56,812	158 Added 3.34%	4,884 $1.72 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $1.29 Million - $1.42 Million	4,726 New	4,726 $1.41 Million

Others Institutions Holding BRK-B

# of Institutions

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

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 $592B

More about BRK-B

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Keystone Wealth Services, LLC Berkshire Hathaway Inc Class B Transaction History