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 $2.34 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

4,888

Previous 4,923 0.71%

Holding current value

$2.34 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

4,978

Shares Held

901M

Call Options Held

19M

Put Options Held

12.1M

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 $622B

More about BRK-B

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