Litman Gregory Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

Litman Gregory Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 26, 2023	BUY	$293.51 - $320.37 $16.3 Million - $17.8 Million	55,481 New	55,481 $17.1 Million
Q2 2021 Jul 27, 2021	SELL	$258.2 - $292.52 $77,460 - $87,756	-300 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$203.1 - $227.05 $6,296 - $7,038	-31 Reduced 9.37%	300 $68,000
Q3 2019 Nov 06, 2019	SELL	$195.81 - $215.25 $6,070 - $6,672	-31 Reduced 8.56%	331 $69,000
Q2 2019 Jul 31, 2019	BUY	$197.42 - $218.6 $12,240 - $13,553	62 Added 20.67%	362 $77,000
Q4 2018 Feb 01, 2019	BUY	$187.76 - $223.76 $18,776 - $22,376	100 Added 50.0%	300 $61,000
Q2 2018 Aug 09, 2018	SELL	$184.91 - $201.2 $357,061 - $388,517	-1,931 Reduced 90.61%	200 $37,000
Q1 2018 May 07, 2018	BUY	$191.42 - $217.25 $407,916 - $462,959	2,131 New	2,131 $425,000

4,376

841M

21M

13M

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.