Mowery & Schoenfeld Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 2,868 shares of BRK-B stock, worth $1.3 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
2,868
Previous 2,693 6.5%
Holding current value
$1.3 Million
Previous $1.1 Billion 20.49%
% of portfolio
2.09%
Previous 1.57%

Shares

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

Oct 22, 2024
BUY
$405.19 - $478.57 $70,908 - $83,749
175 Added 6.5%
2,868 $1.32 Billion
Q2 2024

Aug 14, 2024
BUY
$396.73 - $420.24 $807,345 - $855,188
2,035 Added 309.27%
2,693 $1.1 Billion
Q4 2023

May 14, 2024
BUY
$331.71 - $362.68 $218,265 - $238,643
658 New
658 $235 Million

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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