A detailed history of Levy Wealth Management Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 5,821 shares of BRK-B stock, worth $2.77 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
5,821
Previous 5,819 0.03%
Holding current value
$2.77 Million
Previous $2.45 Million 3.27%
% of portfolio
0.61%
Previous 0.65%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$396.73 - $420.24 $793 - $840
2 Added 0.03%
5,821 $2.37 Million
Q4 2023

Jan 23, 2024

BUY
$331.71 - $362.68 $7,629 - $8,341
23 Added 0.4%
5,819 $2.08 Million
Q3 2023

Oct 24, 2023

SELL
$340.9 - $370.48 $67,498 - $73,355
-198 Reduced 3.3%
5,796 $2.03 Million
Q2 2023

Jul 21, 2023

SELL
$309.07 - $341.0 $309 - $341
-1 Reduced 0.02%
5,994 $2.04 Million
Q1 2023

May 04, 2023

BUY
$293.51 - $320.37 $629,578 - $687,193
2,145 Added 55.71%
5,995 $1.85 Million
Q4 2022

Feb 08, 2023

SELL
$264.0 - $318.6 $4,752 - $5,734
-18 Reduced 0.47%
3,850 $1.19 Million
Q3 2022

Oct 28, 2022

BUY
$264.32 - $306.65 $16,387 - $19,012
62 Added 1.63%
3,868 $1.03 Million
Q1 2022

May 05, 2022

BUY
$300.79 - $359.57 $77,603 - $92,769
258 Added 7.27%
3,806 $1.34 Million
Q2 2021

Aug 10, 2021

SELL
$258.2 - $292.52 $10,328 - $11,700
-40 Reduced 1.11%
3,548 $986,000
Q1 2021

May 10, 2021

SELL
$227.36 - $263.99 $11,368 - $13,199
-50 Reduced 1.37%
3,588 $917,000
Q4 2020

Feb 10, 2021

BUY
$200.7 - $233.92 $730,146 - $851,000
3,638 New
3,638 $844,000

Others Institutions Holding BRK-B

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 $620B
More about BRK-B
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