Modera Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Modera Wealth Management, LLC holds 102,702 shares of BRKB stock, worth $0. This represents 0.61% of its overall portfolio holdings.

Number of Shares
102,702
Previous 99,857 2.85%
Holding current value
$0
Previous $40.6 Million 16.37%
% of portfolio
0.61%
Previous 0.6%

Shares

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

Oct 24, 2024
BUY
N/A
2,845 Added 2.85%
102,702 $47.3 Million
Q2 2024

Jul 29, 2024
SELL
N/A
-1,981 Reduced 1.95%
99,857 $40.6 Million
Q1 2024

May 14, 2024
BUY
N/A
3,260 Added 3.31%
101,838 $42.8 Million
Q4 2023

Feb 14, 2024
BUY
N/A
938 Added 0.96%
98,578 $35.2 Million
Q3 2023

Nov 01, 2023
SELL
N/A
-1,124 Reduced 1.14%
97,640 $34.2 Million
Q2 2023

Aug 07, 2023
BUY
N/A
23,917 Added 31.95%
98,764 $33.7 Million
Q1 2023

May 05, 2023
BUY
N/A
517 Added 0.7%
74,847 $23.1 Million
Q4 2022

Feb 07, 2023
BUY
N/A
627 Added 0.85%
74,330 $23 Million
Q3 2022

Nov 01, 2022
SELL
N/A
-375 Reduced 0.51%
73,703 $19.7 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-954 Reduced 1.27%
74,078 $20.2 Million
Q1 2022

May 03, 2022
BUY
N/A
1,927 Added 2.64%
75,032 $26.5 Million
Q4 2021

Feb 04, 2022
BUY
N/A
2,493 Added 3.53%
73,105 $21.9 Million
Q3 2021

Nov 04, 2021
BUY
N/A
1,462 Added 2.11%
70,612 $19.3 Million
Q2 2021

Aug 02, 2021
BUY
N/A
821 Added 1.2%
69,150 $19.2 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-1,235 Reduced 1.78%
68,329 $17.5 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-12,511 Reduced 15.24%
69,564 $16.1 Million
Q3 2020

Nov 12, 2020
BUY
N/A
27 Added 0.03%
82,075 $17.5 Million
Q2 2020

Aug 12, 2020
SELL
N/A
-5,212 Reduced 5.97%
82,048 $14.6 Million
Q1 2020

May 12, 2020
BUY
N/A
80,227 Added 1140.72%
87,260 $16 Million
Q4 2019

Feb 05, 2020
BUY
N/A
143 Added 2.08%
7,033 $1.59 Million
Q3 2019

Nov 12, 2019
BUY
N/A
150 Added 2.23%
6,890 $1.43 Million
Q2 2019

Aug 07, 2019
BUY
N/A
323 Added 5.03%
6,740 $1.44 Million
Q1 2019

May 13, 2019
BUY
N/A
600 Added 10.31%
6,417 $1.29 Million
Q4 2018

Feb 14, 2019
BUY
N/A
40 Added 0.69%
5,817 $1.19 Million
Q3 2018

Nov 13, 2018
BUY
N/A
110 Added 1.94%
5,777 $1.24 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-273 Reduced 4.6%
5,667 $1.06 Million
Q1 2018

May 10, 2018
BUY
N/A
1,507 Added 34.0%
5,940 $1.19 Million
Q4 2017

Feb 05, 2018
BUY
N/A
105 Added 2.43%
4,433 $879,000
Q3 2017

Nov 14, 2017
BUY
N/A
250 Added 6.13%
4,328 $793,000
Q2 2017

Aug 10, 2017
BUY
N/A
4,078
4,078 $691,000

Others Institutions Holding BRKB

# of Institutions
88
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
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email