Lumature Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 4,888 shares of BRK-B stock, worth $2.43 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

4,888

Previous 4,923 0.71%

Holding current value

$2.43 Million

Previous $1.52 Million 9.61%

% of portfolio

0.99%

Previous 0.86%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$309.07 - $341.0 $10,817 - $11,935	-35 Reduced 0.71%	4,888 $1.67 Million
Q1 2023 May 15, 2023	SELL	$293.51 - $320.37 $17,610 - $19,222	-60 Reduced 1.2%	4,923 $1.52 Million
Q4 2022 Feb 14, 2023	SELL	$264.0 - $318.6 $53,856 - $64,994	-204 Reduced 3.93%	4,983 $1.54 Million
Q3 2022 Nov 10, 2022	SELL	$264.32 - $306.65 $20,088 - $23,305	-76 Reduced 1.44%	5,187 $1.39 Million
Q2 2022 Aug 10, 2022	SELL	$267.52 - $353.1 $100,587 - $132,765	-376 Reduced 6.67%	5,263 $1.44 Million
Q1 2022 May 13, 2022	BUY	$300.79 - $359.57 $142,273 - $170,076	473 Added 9.16%	5,639 $1.99 Million
Q4 2021 Feb 10, 2022	BUY	$273.64 - $300.17 $55,275 - $60,634	202 Added 4.07%	5,166 $1.55 Million
Q3 2021 Oct 29, 2021	BUY	$272.66 - $291.28 $118,061 - $126,124	433 Added 9.56%	4,964 $1.36 Million
Q2 2021 Aug 10, 2021	BUY	$258.2 - $292.52 $85,722 - $97,116	332 Added 7.91%	4,531 $1.26 Million
Q1 2021 May 11, 2021	BUY	$227.36 - $263.99 $226,223 - $262,670	995 Added 31.05%	4,199 $1.07 Million
Q4 2020 Feb 08, 2021	BUY	$200.7 - $233.92 $643,042 - $749,479	3,204 New	3,204 $743,000

Others Institutions Holding BRK-B

# of Institutions

5,070

Shares Held

882M

Call Options Held

17.4M

Put Options Held

13.1M

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 $646B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Account

Lumature Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History