Marcum Wealth, LLC Berkshire Hathaway Inc Class B Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,851 shares of BRK-B stock, worth $4.01 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
8,851
Previous 8,639 2.45%
Holding current value
$4.01 Million
Previous $3.51 Million 15.91%
% of portfolio
0.38%
Previous 0.36%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$405.19 - $478.57 $85,900 - $101,456
212 Added 2.45%
8,851 $4.07 Million
Q2 2024

Jul 02, 2024
BUY
$396.73 - $420.24 $128,143 - $135,737
323 Added 3.88%
8,639 $3.51 Million
Q1 2024

Apr 10, 2024
BUY
$359.29 - $420.52 $12,215 - $14,297
34 Added 0.41%
8,316 $3.5 Million
Q4 2023

Jan 10, 2024
SELL
$331.71 - $362.68 $125,386 - $137,093
-378 Reduced 4.36%
8,282 $2.95 Million
Q3 2023

Oct 10, 2023
BUY
$340.9 - $370.48 $13,636 - $14,819
40 Added 0.46%
8,660 $3.03 Million
Q2 2023

Jul 13, 2023
BUY
$309.07 - $341.0 $41,724 - $46,035
135 Added 1.59%
8,620 $2.94 Million
Q1 2023

Apr 19, 2023
BUY
$293.51 - $320.37 $290,281 - $316,845
989 Added 13.19%
8,485 $2.62 Million
Q4 2022

Jan 12, 2023
BUY
$264.0 - $318.6 $125,664 - $151,653
476 Added 6.78%
7,496 $0
Q3 2022

Oct 11, 2022
SELL
$264.32 - $306.65 $169,429 - $196,562
-641 Reduced 8.37%
7,020 $1.87 Million
Q2 2022

Jul 14, 2022
BUY
$267.52 - $353.1 $100,320 - $132,412
375 Added 5.15%
7,661 $2.09 Million
Q1 2022

Apr 20, 2022
BUY
$300.79 - $359.57 $34,590 - $41,350
115 Added 1.6%
7,286 $2.57 Million
Q4 2021

Feb 01, 2022
BUY
$273.64 - $300.17 $87,564 - $96,054
320 Added 4.67%
7,171 $2.14 Million
Q3 2021

Nov 08, 2021
BUY
$272.66 - $291.28 $909,593 - $971,710
3,336 Added 94.91%
6,851 $1.87 Million
Q2 2021

Aug 10, 2021
SELL
$258.2 - $292.52 $498,584 - $564,856
-1,931 Reduced 35.46%
3,515 $977,000
Q1 2021

May 11, 2021
BUY
$227.36 - $263.99 $641,609 - $744,979
2,822 Added 107.55%
5,446 $1.39 Million
Q4 2020

Feb 09, 2021
BUY
$200.7 - $233.92 $14,651 - $17,076
73 Added 2.86%
2,624 $608,000
Q3 2020

Nov 09, 2020
SELL
$177.99 - $221.68 $68,348 - $85,125
-384 Reduced 13.08%
2,551 $543,000
Q2 2020

Aug 14, 2020
SELL
$169.25 - $201.56 $114,413 - $136,254
-676 Reduced 18.72%
2,935 $524,000
Q1 2020

May 14, 2020
BUY
$162.13 - $230.2 $31,939 - $45,349
197 Added 5.77%
3,611 $660,000
Q4 2019

Feb 13, 2020
BUY
$203.1 - $227.05 $693,383 - $775,148
3,414 New
3,414 $773,000

Others Institutions Holding BRK-B

# of Institutions
4,381
Shares Held
839M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $590B
More about BRK-B
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