Marks Group Wealth Management, Inc Berkshire Hathaway Inc Class B Transaction History

Marks Group Wealth Management, Inc

$911 Million
Q2 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 10,353 shares of BRK-B stock, worth $4.71 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

10,353

Previous 8,860 16.85%

Holding current value

$4.71 Million

Previous $3.73 Million 13.05%

% of portfolio

0.46%

Previous 0.41%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$396.73 - $420.24 $592,317 - $627,418	1,493 Added 16.85%	10,353 $4.21 Million
Q1 2024 Apr 29, 2024	BUY	$359.29 - $420.52 $57,127 - $66,862	159 Added 1.83%	8,860 $3.73 Million
Q4 2023 Feb 01, 2024	BUY	$331.71 - $362.68 $183,103 - $200,199	552 Added 6.77%	8,701 $3.1 Million
Q3 2023 Oct 30, 2023	SELL	$340.9 - $370.48 $48,748 - $52,978	-143 Reduced 1.72%	8,149 $2.85 Million
Q2 2023 Jul 19, 2023	SELL	$309.07 - $341.0 $28,125 - $31,031	-91 Reduced 1.09%	8,292 $2.83 Million
Q1 2023 May 03, 2023	BUY	$293.51 - $320.37 $33,753 - $36,842	115 Added 1.39%	8,383 $2.59 Million
Q4 2022 Feb 06, 2023	SELL	$264.0 - $318.6 $11,880 - $14,337	-45 Reduced 0.54%	8,268 $2.55 Million
Q3 2022 Nov 10, 2022	BUY	$264.32 - $306.65 $124,230 - $144,125	470 Added 5.99%	8,313 $2.22 Million
Q2 2022 Aug 09, 2022	SELL	$267.52 - $353.1 $35,045 - $46,256	-131 Reduced 1.64%	7,843 $2.14 Million
Q1 2022 May 10, 2022	BUY	$300.79 - $359.57 $140,468 - $167,919	467 Added 6.22%	7,974 $2.81 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $372,424 - $408,531	1,361 Added 22.14%	7,507 $1.52 Million
Q3 2021 Nov 15, 2021	BUY	$272.66 - $291.28 $22,358 - $23,884	82 Added 1.35%	6,146 $1.68 Million
Q2 2021 Aug 10, 2021	BUY	$258.2 - $292.52 $17,299 - $19,598	67 Added 1.12%	6,064 $1.72 Million
Q1 2021 May 17, 2021	BUY	$227.36 - $263.99 $56,612 - $65,733	249 Added 4.33%	5,997 $1.58 Million
Q4 2020 Feb 08, 2021	BUY	$200.7 - $233.92 $75,463 - $87,953	376 Added 7.0%	5,748 $1.33 Million
Q3 2020 Nov 10, 2020	BUY	$177.99 - $221.68 $57,490 - $71,602	323 Added 6.4%	5,372 $1.14 Million
Q2 2020 Aug 10, 2020	BUY	$169.25 - $201.56 $30,295 - $36,079	179 Added 3.68%	5,049 $924,000
Q1 2020 Apr 23, 2020	BUY	$162.13 - $230.2 $68,580 - $97,374	423 Added 9.51%	4,870 $912,000
Q4 2019 Feb 12, 2020	BUY	$203.1 - $227.05 $903,185 - $1.01 Million	4,447 New	4,447 $1.01 Million

Others Institutions Holding BRK-B

# of Institutions

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

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 $592B

More about BRK-B

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Marks Group Wealth Management, Inc Berkshire Hathaway Inc Class B Transaction History