Lyell Wealth Management, LP Berkshire Hathwy Inc(Hldg Co)B Transaction History

Lyell Wealth Management, LP

  • $1.24 Billion
  • Q2 2025

A detailed history of Lyell Wealth Management, LP transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Lyell Wealth Management, LP holds 16,827 shares of BRKB stock, worth $0. This represents 0.66% of its overall portfolio holdings.

Number of Shares
16,827
Previous 7,375 128.16%
Holding current value
$0
Previous $3.93 Million 108.15%
% of portfolio
0.66%
Previous 0.37%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
9,452 Added 128.16%
16,827 $8.17 Million
Q1 2025

May 08, 2025
BUY
N/A
702 Added 10.52%
7,375 $3.93 Million
Q4 2024

Jan 31, 2025
BUY
N/A
179 Added 2.76%
6,673 $3.02 Million
Q1 2024

May 03, 2024
SELL
N/A
-21 Reduced 0.32%
6,494 $2.73 Million
Q4 2023

Feb 02, 2024
BUY
N/A
257 Added 4.11%
6,515 $2.32 Million
Q2 2023

Aug 04, 2023
SELL
N/A
-714 Reduced 10.24%
6,258 $2.13 Million
Q1 2023

May 03, 2023
SELL
N/A
-90 Reduced 1.27%
6,972 $2.15 Million
Q3 2022

Oct 24, 2022
BUY
N/A
303 Added 4.48%
7,062 $1.89 Million
Q2 2022

Jul 28, 2022
BUY
N/A
476 Added 7.58%
6,759 $1.85 Million
Q1 2022

May 04, 2022
SELL
N/A
-117 Reduced 1.83%
6,283 $2.22 Million
Q4 2021

Feb 08, 2022
BUY
N/A
250 Added 4.07%
6,400 $1.91 Million
Q3 2021

Nov 10, 2021
SELL
N/A
-26 Reduced 0.42%
6,150 $1.68 Million
Q2 2021

Aug 09, 2021
BUY
N/A
346 Added 5.93%
6,176 $1.72 Million
Q1 2021

May 07, 2021
SELL
N/A
-22 Reduced 0.38%
5,830 $1.49 Million
Q4 2020

Feb 04, 2021
BUY
N/A
248 Added 4.43%
5,852 $1.36 Million
Q3 2020

Nov 04, 2020
SELL
N/A
-135 Reduced 2.35%
5,604 $1.19 Million
Q2 2020

Jul 30, 2020
SELL
N/A
-530 Reduced 8.45%
5,739 $1.02 Million
Q1 2020

May 11, 2020
BUY
N/A
300 Added 5.03%
6,269 $1.15 Million
Q2 2019

Aug 01, 2019
SELL
N/A
-20 Reduced 0.33%
5,969 $1.27 Million
Q3 2018

Oct 30, 2018
SELL
N/A
-50 Reduced 0.83%
5,989 $1.28 Million
Q2 2018

Jul 30, 2018
BUY
N/A
1,060 Added 21.29%
6,039 $1.13 Million
Q1 2018

May 07, 2018
BUY
N/A
133 Added 2.74%
4,979 $993,000
Q3 2017

Oct 26, 2017
BUY
N/A
4,846
4,846 $888,000

Others Institutions Holding BRKB

# of Institutions
85
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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