Kiley Juergens Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Kiley Juergens Wealth Management, LLC

  • $372 Million
  • Q3 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 40,531 shares of BRK-B stock, worth $19.1 Million. This represents 5.02% of its overall portfolio holdings.

Number of Shares
40,531
Previous 40,884 0.86%
Holding current value
$19.1 Million
Previous $16.6 Million 12.16%
% of portfolio
5.02%
Previous 4.79%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$405.19 - $478.57 $143,032 - $168,935
-353 Reduced 0.86%
40,531 $18.7 Million
Q2 2024

Jul 23, 2024
BUY
$396.73 - $420.24 $92,041 - $97,495
232 Added 0.57%
40,884 $16.6 Million
Q1 2024

Apr 18, 2024
BUY
$359.29 - $420.52 $15,449 - $18,082
43 Added 0.11%
40,652 $17.1 Million
Q4 2023

Jan 30, 2024
BUY
$331.71 - $362.68 $134,342 - $146,885
405 Added 1.01%
40,609 $14.5 Million
Q3 2023

Oct 17, 2023
SELL
$340.9 - $370.48 $43,635 - $47,421
-128 Reduced 0.32%
40,204 $14.1 Million
Q2 2023

Jul 26, 2023
BUY
$309.07 - $341.0 $20,707 - $22,847
67 Added 0.17%
40,332 $13.8 Million
Q1 2023

May 02, 2023
BUY
$293.51 - $320.37 $28,763 - $31,396
98 Added 0.24%
40,265 $12.4 Million
Q4 2022

Feb 06, 2023
SELL
$264.0 - $318.6 $136,224 - $164,397
-516 Reduced 1.27%
40,167 $12.4 Million
Q3 2022

Oct 11, 2022
BUY
$264.32 - $306.65 $194,010 - $225,081
734 Added 1.84%
40,683 $10.9 Million
Q2 2022

Jul 29, 2022
BUY
$267.52 - $353.1 $2.9 Million - $3.83 Million
10,843 Added 37.25%
39,949 $10.9 Million
Q1 2022

Apr 27, 2022
SELL
$300.79 - $359.57 $3.01 Million - $3.6 Million
-10,008 Reduced 25.59%
29,106 $10.3 Million
Q1 2022

Apr 12, 2022
BUY
$300.79 - $359.57 $144,980 - $173,312
482 Added 1.25%
39,114 $13.8 Million
Q4 2021

Jan 20, 2022
BUY
$273.64 - $300.17 $135,451 - $148,584
495 Added 1.3%
38,632 $11.6 Million
Q3 2021

Oct 13, 2021
BUY
$272.66 - $291.28 $769,991 - $822,574
2,824 Added 8.0%
38,137 $10.4 Million
Q2 2021

Jul 22, 2021
SELL
$258.2 - $292.52 $30,725 - $34,809
-119 Reduced 0.34%
35,313 $9.81 Million
Q1 2021

Apr 29, 2021
BUY
$227.36 - $263.99 $67,980 - $78,933
299 Added 0.85%
35,432 $9.05 Million
Q4 2020

Jan 19, 2021
BUY
$200.7 - $233.92 $29,904 - $34,854
149 Added 0.43%
35,133 $8.15 Million
Q3 2020

Oct 23, 2020
SELL
$177.99 - $221.68 $348,860 - $434,492
-1,960 Reduced 5.31%
34,984 $7.45 Million
Q2 2020

Jul 14, 2020
BUY
$169.25 - $201.56 $542,954 - $646,604
3,208 Added 9.51%
36,944 $6.59 Million
Q1 2020

Apr 17, 2020
SELL
$162.13 - $230.2 $11,673 - $16,574
-72 Reduced 0.21%
33,736 $6.17 Million
Q4 2019

Jan 21, 2020
BUY
$203.1 - $227.05 $317,445 - $354,879
1,563 Added 4.85%
33,808 $7.66 Million
Q3 2019

Oct 15, 2019
BUY
$195.81 - $215.25 $279,420 - $307,161
1,427 Added 4.63%
32,245 $6.71 Million
Q2 2019

Jul 11, 2019
BUY
$197.42 - $218.6 $82,324 - $91,156
417 Added 1.37%
30,818 $6.57 Million
Q1 2019

Apr 12, 2019
BUY
$191.66 - $209.19 $430,468 - $469,840
2,246 Added 7.98%
30,401 $6.11 Million
Q4 2018

Jan 15, 2019
BUY
$187.76 - $223.76 $712,173 - $848,721
3,793 Added 15.57%
28,155 $5.75 Million
Q3 2018

Oct 10, 2018
BUY
$186.02 - $221.68 $400,873 - $477,720
2,155 Added 9.7%
24,362 $5.22 Million
Q2 2018

Jul 23, 2018
BUY
$184.91 - $201.2 $167,343 - $182,086
905 Added 4.25%
22,207 $4.14 Million
Q1 2018

Apr 23, 2018
SELL
$191.42 - $217.25 $19,907 - $22,594
-104 Reduced 0.49%
21,302 $4.25 Million
Q4 2017

Feb 12, 2018
BUY
$181.06 - $199.56 $3.88 Million - $4.27 Million
21,406
21,406 $4.24 Million

Others Institutions Holding BRK-B

# of Institutions
4,376
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
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 $614B
More about BRK-B
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