Paragon Private Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Paragon Private Wealth Management, LLC

  • $172 Million
  • Q2 2024

A detailed history of Paragon Private Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 7,585 shares of BRK-B stock, worth $3.47 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
7,585
Previous 7,311 3.75%
Holding current value
$3.47 Million
Previous $3.07 Million 0.36%
% of portfolio
1.79%
Previous 1.88%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$396.73 - $420.24 $108,704 - $115,145
274 Added 3.75%
7,585 $3.09 Million
Q1 2024

May 13, 2024
BUY
$359.29 - $420.52 $396,656 - $464,254
1,104 Added 17.79%
7,311 $3.07 Million
Q4 2023

Feb 09, 2024
BUY
$331.71 - $362.68 $716,161 - $783,026
2,159 Added 53.33%
6,207 $2.21 Million
Q3 2023

Nov 13, 2023
BUY
$340.9 - $370.48 $13,636 - $14,819
40 Added 1.0%
4,048 $1.42 Million
Q2 2023

Aug 03, 2023
SELL
$309.07 - $341.0 $258,073 - $284,735
-835 Reduced 17.24%
4,008 $1.37 Million
Q1 2023

Apr 17, 2023
BUY
$293.51 - $320.37 $240,384 - $262,383
819 Added 20.35%
4,843 $1.5 Million
Q4 2022

Feb 13, 2023
BUY
$264.0 - $318.6 $108,504 - $130,944
411 Added 11.38%
4,024 $1.24 Million
Q3 2022

Nov 02, 2022
BUY
$264.32 - $306.65 $15,859 - $18,399
60 Added 1.69%
3,613 $1.05 Million
Q1 2022

Jun 13, 2022
BUY
$300.79 - $359.57 $255,671 - $305,634
850 Added 31.45%
3,553 $1.11 Million
Q4 2021

Jun 08, 2022
BUY
$273.64 - $300.17 $739,648 - $811,359
2,703 New
2,703 $808,000

Others Institutions Holding BRK-B

# of Institutions
4,261
Shares Held
843M
Call Options Held
17.1M
Put Options Held
9.27M
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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