Selective Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,080 shares of BRK-B stock, worth $974,833. This represents 0.38% of its overall portfolio holdings.

Number of Shares

2,080

Previous 2,132 2.44%

Holding current value

$974,833

Previous $981,000 3.98%

% of portfolio

0.38%

Previous 0.41%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$442.29 - $483.08 $22,999 - $25,120	-52 Reduced 2.44%	2,080 $942,000
Q3 2024 Oct 09, 2024	SELL	$405.19 - $478.57 $19,043 - $22,492	-47 Reduced 2.16%	2,132 $981,000
Q2 2024 Jul 10, 2024	BUY	$396.73 - $420.24 $313,813 - $332,409	791 Added 56.99%	2,179 $886,000
Q1 2024 Apr 11, 2024	BUY	$359.29 - $420.52 $83,714 - $97,981	233 Added 20.17%	1,388 $583,000
Q4 2023 Jan 05, 2024	BUY	$331.71 - $362.68 $383,125 - $418,895	1,155 New	1,155 $411,000
Q2 2023 Jul 11, 2023	BUY	$309.07 - $341.0 $1,854 - $2,046	6 Added 0.73%	826 $281,000
Q2 2022 Jul 28, 2022	BUY	$267.52 - $353.1 $72,497 - $95,690	271 Added 49.36%	820 $224,000
Q1 2022 Apr 20, 2022	BUY	$300.79 - $359.57 $75,197 - $89,892	250 Added 83.61%	549 $194,000
Q3 2021 Oct 27, 2021	BUY	$272.66 - $291.28 $34,082 - $36,410	125 Added 71.84%	299 $82,000
Q2 2021 Aug 04, 2021	SELL	$258.2 - $292.52 $51,640 - $58,504	-200 Reduced 53.48%	174 $48,000
Q1 2021 Apr 09, 2021	SELL	$227.36 - $263.99 $146,419 - $170,009	-644 Reduced 63.26%	374 $96,000
Q4 2020 Jan 22, 2021	BUY	$200.7 - $233.92 $50,175 - $58,480	250 Added 32.55%	1,018 $236,000
Q3 2020 Oct 21, 2020	BUY	$177.99 - $221.68 $8,899 - $11,084	50 Added 6.96%	768 $164,000
Q2 2020 Jul 15, 2020	BUY	$169.25 - $201.56 $50,775 - $60,468	300 Added 71.77%	718 $128,000
Q4 2019 Jan 10, 2020	BUY	$203.1 - $227.05 $69,460 - $77,651	342 Added 450.0%	418 $95,000
Q3 2019 Oct 29, 2019	BUY	$195.81 - $215.25 $14,881 - $16,359	76 New	76 $16,000
Q1 2019 Apr 04, 2019	SELL	$191.66 - $209.19 $383 - $418	-2 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$186.02 - $221.68 $372 - $443	2 New	2 $0

Others Institutions Holding BRK-B

# of Institutions

4,470

Shares Held

836M

Call Options Held

21.1M

Put Options Held

12.9M

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 $610B

More about BRK-B

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Selective Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History