Orgel Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Orgel Wealth Management, LLC

  • $3.85 Billion
  • Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 477 shares of BRK-B stock, worth $217,998. This represents 0.01% of its overall portfolio holdings.

Number of Shares
477
Previous 538 11.34%
Holding current value
$217,998
Previous $218,000 0.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024
SELL
$405.19 - $478.57 $24,716 - $29,192
-61 Reduced 11.34%
477 $219,000
Q2 2024

Jul 22, 2024
BUY
$396.73 - $420.24 $24,200 - $25,634
61 Added 12.79%
538 $218,000
Q1 2024

Apr 15, 2024
SELL
$359.29 - $420.52 $36,288 - $42,472
-101 Reduced 17.47%
477 $200,000
Q4 2023

Jan 11, 2024
BUY
$331.71 - $362.68 $191,728 - $209,629
578 New
578 $206,000
Q4 2018

Jan 14, 2019
BUY
$187.76 - $223.76 $356,180 - $424,472
1,897 New
1,897 $387,000

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 $595B
More about BRK-B
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