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 $4.15 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

8,851

Previous 8,639 2.45%

Holding current value

$4.15 Million

Previous $3.51 Million 15.91%

% of portfolio

0.38%

Previous 0.36%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $610B

More about BRK-B

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Marcum Wealth, LLC Berkshire Hathaway Inc Class B Transaction History