New Edge Wealth, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, New Edge Wealth, LLC holds 40,370 shares of BRKB stock, worth $0. This represents 0.33% of its overall portfolio holdings.

Number of Shares

40,370

Previous 35,633 13.29%

Holding current value

Previous $16.4 Million 11.57%

% of portfolio

0.33%

Previous 0.3%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	N/A	4,737 Added 13.29%	40,370 $18.3 Million
Q3 2024 Nov 12, 2024	BUY	N/A	8,028 Added 29.08%	35,633 $16.4 Million
Q2 2024 Aug 01, 2024	SELL	N/A	-5,029 Reduced 15.41%	27,605 $11.2 Million
Q1 2024 May 06, 2024	BUY	N/A	10,059 Added 44.56%	32,634 $13.7 Million
Q4 2023 Jan 29, 2024	BUY	N/A	2,527 Added 12.6%	22,575 $8.05 Million
Q3 2023 Nov 08, 2023	BUY	N/A	3,495 Added 21.11%	20,048 $7.02 Million
Q2 2023 Aug 09, 2023	SELL	N/A	-235 Reduced 1.4%	16,553 $5.64 Million
Q1 2023 May 08, 2023	BUY	N/A	606 Added 3.74%	16,788 $5.18 Million
Q4 2022 Feb 14, 2023	BUY	N/A	960 Added 6.31%	16,182 $5 Million
Q3 2022 Nov 14, 2022	BUY	N/A	2,496 Added 19.61%	15,222 $4.07 Million
Q2 2022 Aug 09, 2022	BUY	N/A	8,394 Added 193.77%	12,726 $3.47 Million
Q1 2022 May 10, 2022	BUY	N/A	917 Added 26.85%	4,332 $1.53 Million
Q4 2021 Jan 31, 2022	BUY	N/A	3,415 New	3,415 $1.02 Million

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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New Edge Wealth, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History