New Edge Wealth, LLC Berkshire Hathaway Inc Class B Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, New Edge Wealth, LLC holds 35,633 shares of BRK-B stock, worth $17.1 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

35,633

Previous 27,605 29.08%

Holding current value

$17.1 Million

Previous $11.2 Million 46.05%

% of portfolio

0.3%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$405.19 - $478.57 $3.25 Million - $3.84 Million	8,028 Added 29.08%	35,633 $16.4 Million
Q2 2024 Aug 01, 2024	SELL	$396.73 - $420.24 $2 Million - $2.11 Million	-5,029 Reduced 15.41%	27,605 $11.2 Million
Q1 2024 May 06, 2024	BUY	$359.29 - $420.52 $3.61 Million - $4.23 Million	10,059 Added 44.56%	32,634 $13.7 Million
Q4 2023 Jan 29, 2024	BUY	$331.71 - $362.68 $838,231 - $916,492	2,527 Added 12.6%	22,575 $8.05 Million
Q3 2023 Nov 08, 2023	BUY	$340.9 - $370.48 $1.19 Million - $1.29 Million	3,495 Added 21.11%	20,048 $7.02 Million
Q2 2023 Aug 09, 2023	SELL	$309.07 - $341.0 $72,631 - $80,135	-235 Reduced 1.4%	16,553 $5.64 Million
Q1 2023 May 08, 2023	BUY	$293.51 - $320.37 $177,867 - $194,144	606 Added 3.74%	16,788 $5.18 Million
Q4 2022 Feb 14, 2023	BUY	$264.0 - $318.6 $253,440 - $305,856	960 Added 6.31%	16,182 $5 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $659,742 - $765,398	2,496 Added 19.61%	15,222 $4.07 Million
Q2 2022 Aug 09, 2022	BUY	$267.52 - $353.1 $2.25 Million - $2.96 Million	8,394 Added 193.77%	12,726 $3.47 Million
Q1 2022 May 10, 2022	BUY	$300.79 - $359.57 $275,824 - $329,725	917 Added 26.85%	4,332 $1.53 Million
Q4 2021 Jan 31, 2022	BUY	$273.64 - $300.17 $934,480 - $1.03 Million	3,415 New	3,415 $1.02 Million

Others Institutions Holding BRK-B

# of Institutions

4,377

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 $623B

More about BRK-B

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New Edge Wealth, LLC Berkshire Hathaway Inc Class B Transaction History