Lwm Advisory Services, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Lwm Advisory Services, LLC

$139 Million
Q4 2024

A detailed history of Lwm Advisory Services, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 8,905 shares of BRKB stock, worth $0. This represents 2.91% of its overall portfolio holdings.

Number of Shares

8,905

Previous 8,937 0.36%

Holding current value

Previous $4.11 Million 1.87%

% of portfolio

2.91%

Previous 3.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	N/A	-32 Reduced 0.36%	8,905 $4.04 Million
Q3 2024 Nov 13, 2024	BUY	N/A	844 Added 10.43%	8,937 $4.11 Million
Q2 2024 Aug 08, 2024	SELL	N/A	-811 Reduced 9.11%	8,093 $3.29 Million
Q1 2024 May 09, 2024	SELL	N/A	-122 Reduced 1.35%	8,904 $3.74 Million
Q4 2023 Feb 05, 2024	BUY	N/A	149 Added 1.68%	9,026 $3.22 Million
Q3 2023 Nov 02, 2023	BUY	N/A	153 Added 1.75%	8,877 $3.11 Million
Q2 2023 Aug 07, 2023	BUY	N/A	36 Added 0.41%	8,724 $2.97 Million
Q1 2023 May 02, 2023	BUY	N/A	16 Added 0.18%	8,688 $2.68 Million
Q4 2022 Feb 07, 2023	SELL	N/A	-1,495 Reduced 14.7%	8,672 $2.68 Million
Q3 2022 Nov 16, 2022	BUY	N/A	733 Added 7.77%	10,167 $2.75 Million
Q2 2022 Aug 15, 2022	BUY	N/A	1,560 Added 19.81%	9,434 $2.58 Million
Q1 2022 May 09, 2022	BUY	N/A	916 Added 13.16%	7,874 $2.77 Million
Q4 2021 Feb 18, 2022	BUY	N/A	6,958 New	6,958 $2.08 Million

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.

Account

Lwm Advisory Services, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History