Lyell Wealth Management, LP Berkshire Hathaway Inc Class B Transaction History

Lyell Wealth Management, LP

$978 Million
Q1 2024

A detailed history of Lyell Wealth Management, LP transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lyell Wealth Management, LP holds 6,494 shares of BRK-B stock, worth $2.69 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

6,494

Previous 6,515 0.32%

Holding current value

$2.69 Million

Previous $2.32 Million 17.52%

% of portfolio

0.28%

Previous 0.27%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$359.29 - $420.52 $7,545 - $8,830	-21 Reduced 0.32%	6,494 $2.73 Million
Q4 2023 Feb 02, 2024	BUY	$331.71 - $362.68 $85,249 - $93,208	257 Added 4.11%	6,515 $2.32 Million
Q2 2023 Aug 04, 2023	SELL	$309.07 - $341.0 $220,675 - $243,474	-714 Reduced 10.24%	6,258 $2.13 Million
Q1 2023 May 03, 2023	SELL	$293.51 - $320.37 $26,415 - $28,833	-90 Reduced 1.27%	6,972 $2.15 Million
Q3 2022 Oct 24, 2022	BUY	$264.32 - $306.65 $80,088 - $92,914	303 Added 4.48%	7,062 $1.89 Million

Q2 2022 Jul 28, 2022	BUY	$267.52 - $353.1 $127,339 - $168,075	476 Added 7.58%	6,759 $1.85 Million
Q1 2022 May 04, 2022	SELL	$300.79 - $359.57 $35,192 - $42,069	-117 Reduced 1.83%	6,283 $2.22 Million
Q4 2021 Feb 08, 2022	BUY	$273.64 - $300.17 $68,410 - $75,042	250 Added 4.07%	6,400 $1.91 Million
Q3 2021 Nov 10, 2021	SELL	$272.66 - $291.28 $7,089 - $7,573	-26 Reduced 0.42%	6,150 $1.68 Million
Q2 2021 Aug 09, 2021	BUY	$258.2 - $292.52 $89,337 - $101,211	346 Added 5.93%	6,176 $1.72 Million
Q1 2021 May 07, 2021	SELL	$227.36 - $263.99 $5,001 - $5,807	-22 Reduced 0.38%	5,830 $1.49 Million
Q4 2020 Feb 04, 2021	BUY	$200.7 - $233.92 $49,773 - $58,012	248 Added 4.43%	5,852 $1.36 Million
Q3 2020 Nov 04, 2020	SELL	$177.99 - $221.68 $24,028 - $29,926	-135 Reduced 2.35%	5,604 $1.19 Million
Q2 2020 Jul 30, 2020	SELL	$169.25 - $201.56 $89,702 - $106,826	-530 Reduced 8.45%	5,739 $1.02 Million
Q1 2020 May 11, 2020	BUY	$162.13 - $230.2 $48,639 - $69,060	300 Added 5.03%	6,269 $1.15 Million
Q2 2019 Aug 01, 2019	SELL	$197.42 - $218.6 $3,948 - $4,372	-20 Reduced 0.33%	5,969 $1.27 Million
Q3 2018 Oct 30, 2018	SELL	$186.02 - $221.68 $9,301 - $11,084	-50 Reduced 0.83%	5,989 $1.28 Million
Q2 2018 Jul 30, 2018	BUY	$184.91 - $201.2 $196,004 - $213,272	1,060 Added 21.29%	6,039 $1.13 Million
Q1 2018 May 07, 2018	BUY	$191.42 - $217.25 $25,458 - $28,894	133 Added 2.74%	4,979 $993,000
Q3 2017 Oct 26, 2017	BUY	$173.99 - $183.82 $843,155 - $890,791	4,846	4,846 $888,000

Others Institutions Holding BRK-B

# of Institutions

4,169

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $538B

More about BRK-B

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Lyell Wealth Management, LP Berkshire Hathaway Inc Class B Transaction History