Principle Wealth Partners LLC Berkshire Hathaway Inc Class B Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Principle Wealth Partners LLC holds 22,712 shares of BRK-B stock, worth $10.3 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

22,712

Previous 22,682 0.13%

Holding current value

$10.3 Million

Previous $9.23 Million 13.29%

% of portfolio

0.78%

Previous 0.74%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$405.19 - $478.57 $12,155 - $14,357	30 Added 0.13%	22,712 $10.5 Million
Q2 2024 Aug 13, 2024	BUY	$396.73 - $420.24 $13,092 - $13,867	33 Added 0.15%	22,682 $9.23 Million
Q1 2024 Apr 23, 2024	BUY	$359.29 - $420.52 $64,672 - $75,693	180 Added 0.8%	22,649 $9.52 Million
Q4 2023 Feb 05, 2024	BUY	$331.71 - $362.68 $162,537 - $177,713	490 Added 2.23%	22,469 $8.01 Million
Q3 2023 Nov 01, 2023	BUY	$340.9 - $370.48 $148,632 - $161,529	436 Added 2.02%	21,979 $7.7 Million
Q2 2023 Jul 31, 2023	SELL	$309.07 - $341.0 $16,071 - $17,732	-52 Reduced 0.24%	21,543 $7.35 Million
Q1 2023 May 10, 2023	SELL	$293.51 - $320.37 $176,399 - $192,542	-601 Reduced 2.71%	21,595 $6.67 Million
Q4 2022 Feb 02, 2023	BUY	$264.0 - $318.6 $29,832 - $36,001	113 Added 0.51%	22,196 $6.86 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $111,543 - $129,406	422 Added 1.95%	22,083 $5.9 Million
Q2 2022 Aug 02, 2022	BUY	$267.52 - $353.1 $802 - $1,059	3 Added 0.01%	21,661 $5.91 Million
Q1 2022 May 12, 2022	BUY	$300.79 - $359.57 $24,063 - $28,765	80 Added 0.37%	21,658 $7.64 Million
Q4 2021 Feb 11, 2022	SELL	$273.64 - $300.17 $176,497 - $193,609	-645 Reduced 2.9%	21,578 $6.45 Million
Q3 2021 Nov 16, 2021	BUY	$272.66 - $291.28 $37,081 - $39,614	136 Added 0.62%	22,223 $6.07 Million
Q2 2021 Aug 13, 2021	BUY	$258.2 - $292.52 $109,735 - $124,320	425 Added 1.96%	22,087 $6.14 Million
Q1 2021 May 18, 2021	BUY	$227.36 - $263.99 $11,368 - $13,199	50 Added 0.23%	21,662 $5.53 Million
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $1.59 Million - $1.86 Million	7,945 Added 58.13%	21,612 $5.01 Million
Q3 2020 Nov 16, 2020	SELL	$177.99 - $221.68 $959,188 - $1.19 Million	-5,389 Reduced 28.28%	13,667 $2.91 Million
Q2 2020 Aug 14, 2020	SELL	$169.25 - $201.56 $86,317 - $102,795	-510 Reduced 2.61%	19,056 $3.4 Million
Q1 2020 May 13, 2020	BUY	$162.13 - $230.2 $69,553 - $98,755	429 Added 2.24%	19,566 $3.58 Million
Q4 2019 Feb 04, 2020	SELL	$203.1 - $227.05 $45,697 - $51,086	-225 Reduced 1.16%	19,137 $4.34 Million
Q3 2019 Nov 05, 2019	BUY	$195.81 - $215.25 $251,615 - $276,596	1,285 Added 7.11%	19,362 $4.03 Million
Q2 2019 Nov 05, 2019	BUY	$197.42 - $218.6 $237,298 - $262,757	1,202 Added 7.12%	18,077 $3.85 Million
Q1 2019 Oct 30, 2019	BUY	$191.66 - $209.19 $131,670 - $143,713	687 Added 4.24%	16,875 $3.39 Million
Q4 2018 Oct 11, 2019	BUY	$187.76 - $223.76 $3.04 Million - $3.62 Million	16,188 New	16,188 $3.31 Million

Others Institutions Holding BRK-B

# of Institutions

4,380

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 $593B

More about BRK-B

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Principle Wealth Partners LLC Berkshire Hathaway Inc Class B Transaction History