Liberty Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Liberty Wealth Management LLC holds 5,938 shares of BRK-B stock, worth $2.8 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

5,938

Previous 34,998 83.03%

Holding current value

$2.8 Million

Previous $2.19 Million 24.97%

% of portfolio

0.48%

Previous 0.4%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$405.19 - $478.57 $11.8 Million - $13.9 Million	-29,060 Reduced 83.03%	5,938 $2.73 Million
Q2 2024 Aug 06, 2024	BUY	$396.73 - $420.24 $11.7 Million - $12.4 Million	29,521 Added 539.0%	34,998 $2.19 Million
Q1 2024 May 02, 2024	SELL	$359.29 - $420.52 $22,635 - $26,492	-63 Reduced 1.14%	5,477 $2.3 Million
Q4 2023 Feb 08, 2024	BUY	$331.71 - $362.68 $10,283 - $11,243	31 Added 0.56%	5,540 $1.98 Million
Q2 2023 Aug 10, 2023	BUY	$309.07 - $341.0 $32,143 - $35,464	104 Added 1.92%	5,509 $1.88 Million
Q1 2023 May 03, 2023	SELL	$293.51 - $320.37 $273,257 - $298,264	-931 Reduced 14.69%	5,405 $1.67 Million
Q3 2022 Nov 15, 2022	BUY	$264.32 - $306.65 $70,837 - $82,182	268 Added 4.42%	6,336 $1.69 Million
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $169,875 - $224,218	635 Added 11.69%	6,068 $1.66 Million
Q1 2022 May 09, 2022	BUY	$300.79 - $359.57 $22,258 - $26,608	74 Added 1.38%	5,433 $1.92 Million
Q4 2021 Feb 15, 2022	BUY	$273.64 - $300.17 $69,230 - $75,943	253 Added 4.95%	5,359 $1.6 Million
Q3 2021 Nov 15, 2021	SELL	$272.66 - $291.28 $39,808 - $42,526	-146 Reduced 2.78%	5,106 $1.39 Million
Q2 2021 Aug 13, 2021	SELL	$258.2 - $292.52 $376 Million - $425 Million	-1,454,384 Reduced 99.64%	5,252 $1.46 Million
Q2 2021 Aug 13, 2021	BUY	$258.2 - $292.52 $376 Million - $425 Million	1,454,460 Added 28100.08%	1,459,636 $5.25 Million
Q4 2020 Feb 09, 2021	BUY	$200.7 - $233.92 $90,315 - $105,264	450 Added 9.52%	5,176 $1.19 Million
Q3 2020 Nov 05, 2020	BUY	$177.99 - $221.68 $24,562 - $30,591	138 Added 3.01%	4,726 $1.01 Million
Q2 2020 Aug 04, 2020	SELL	$169.25 - $201.56 $7,108 - $8,465	-42 Reduced 0.91%	4,588 $819,000
Q1 2020 Apr 27, 2020	SELL	$162.13 - $230.2 $648 - $920	-4 Reduced 0.09%	4,630 $847,000
Q4 2019 Feb 05, 2020	BUY	$203.1 - $227.05 $16,248 - $18,164	80 Added 1.76%	4,634 $1.05 Million
Q3 2019 Oct 30, 2019	SELL	$195.81 - $215.25 $43,665 - $48,000	-223 Reduced 4.67%	4,554 $947,000
Q2 2019 Jul 30, 2019	BUY	$197.42 - $218.6 $136,219 - $150,834	690 Added 16.88%	4,777 $1.02 Million
Q1 2019 Apr 18, 2019	BUY	$191.66 - $209.19 $22,807 - $24,893	119 Added 3.0%	4,087 $821,000
Q4 2018 Mar 26, 2019	BUY	$187.76 - $223.76 $745,031 - $887,879	3,968 New	3,968 $810,000

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

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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Liberty Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History