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 32,634 shares of BRK-B stock, worth $13.4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
32,634
Previous 22,575 44.56%
Holding current value
$13.4 Million
Previous $8.05 Million 70.45%
% of portfolio
0.3%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $535B
More about BRK-B
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