A detailed history of Secure Asset Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Secure Asset Management, LLC holds 5,988 shares of BRK-B stock, worth $2.87 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
5,988
Previous 5,855 2.27%
Holding current value
$2.87 Million
Previous $2.38 Million 15.75%
% of portfolio
0.48%
Previous 0.47%

Shares

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

Oct 16, 2024

BUY
$405.19 - $478.57 $53,890 - $63,649
133 Added 2.27%
5,988 $2.76 Million
Q2 2024

Jul 24, 2024

BUY
$396.73 - $420.24 $845,828 - $895,951
2,132 Added 57.27%
5,855 $2.38 Million
Q1 2024

Apr 30, 2024

BUY
$359.29 - $420.52 $149,464 - $174,936
416 Added 12.58%
3,723 $1.57 Million
Q4 2023

Jan 22, 2024

SELL
$331.71 - $362.68 $40,136 - $43,884
-121 Reduced 3.53%
3,307 $1.18 Million
Q3 2023

Oct 18, 2023

BUY
$340.9 - $370.48 $434,647 - $472,362
1,275 Added 59.22%
3,428 $1.2 Million
Q2 2023

Jul 13, 2023

SELL
$309.07 - $341.0 $6,490 - $7,161
-21 Reduced 0.97%
2,153 $734,000
Q1 2023

Apr 13, 2023

BUY
$293.51 - $320.37 $320,512 - $349,844
1,092 Added 100.92%
2,174 $671,000
Q4 2022

Jan 20, 2023

SELL
$264.0 - $318.6 $20,856 - $25,169
-79 Reduced 6.8%
1,082 $0
Q3 2022

Oct 12, 2022

SELL
$264.32 - $306.65 $11,894 - $13,799
-45 Reduced 3.73%
1,161 $310,000
Q2 2022

Jul 20, 2022

BUY
$267.52 - $353.1 $41,198 - $54,377
154 Added 14.64%
1,206 $329,000
Q1 2022

Apr 19, 2022

BUY
$300.79 - $359.57 $316,431 - $378,267
1,052 New
1,052 $371,000

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 $623B
More about BRK-B
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