A detailed history of Lji Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lji Wealth Management, LLC holds 1,925 shares of BRK-B stock, worth $791,502. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,925
Previous 1,857 3.66%
Holding current value
$791,502
Previous $662 Million 22.22%
% of portfolio
0.21%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$359.29 - $420.52 $24,431 - $28,595
68 Added 3.66%
1,925 $810 Million
Q4 2023

Feb 13, 2024

BUY
$331.71 - $362.68 $12,936 - $14,144
39 Added 2.15%
1,857 $662 Million
Q3 2023

Feb 02, 2024

SELL
$340.9 - $370.48 $7,499 - $8,150
-22 Reduced 1.2%
1,818 $637 Million
Q2 2023

Feb 02, 2024

SELL
$309.07 - $341.0 $8,963 - $9,889
-29 Reduced 1.55%
1,840 $627 Million
Q1 2023

Feb 02, 2024

BUY
$293.51 - $320.37 $14,675 - $16,018
50 Added 2.75%
1,869 $577 Million
Q4 2022

Jan 02, 2024

BUY
$264.0 - $318.6 $480,216 - $579,533
1,819 New
1,819 $562 Million

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 $535B
More about BRK-B
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