Selective Wealth Management, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Selective Wealth Management, Inc.

  • $308 Million
  • Q3 2025

A detailed history of Selective Wealth Management, Inc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,100 shares of BRKB stock, worth $0. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,100
Previous 2,042 2.84%
Holding current value
$0
Previous $991,000 6.46%
% of portfolio
0.34%
Previous 0.36%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
N/A
58 Added 2.84%
2,100 $1.06 Million
Q1 2025

Apr 14, 2025
SELL
N/A
-38 Reduced 1.83%
2,042 $1.07 Million
Q4 2024

Jan 15, 2025
SELL
N/A
-52 Reduced 2.44%
2,080 $942,000
Q3 2024

Oct 09, 2024
SELL
N/A
-47 Reduced 2.16%
2,132 $981,000
Q2 2024

Jul 10, 2024
BUY
N/A
791 Added 56.99%
2,179 $886,000
Q1 2024

Apr 11, 2024
BUY
N/A
233 Added 20.17%
1,388 $583,000
Q4 2023

Jan 05, 2024
BUY
N/A
1,155 New
1,155 $411,000
Q2 2023

Jul 11, 2023
BUY
N/A
6 Added 0.73%
826 $281,000
Q2 2022

Jul 28, 2022
BUY
N/A
271 Added 49.36%
820 $224,000
Q1 2022

Apr 20, 2022
BUY
N/A
250 Added 83.61%
549 $194,000
Q3 2021

Oct 27, 2021
BUY
N/A
125 Added 71.84%
299 $82,000
Q2 2021

Aug 04, 2021
SELL
N/A
-200 Reduced 53.48%
174 $48,000
Q1 2021

Apr 09, 2021
SELL
N/A
-644 Reduced 63.26%
374 $96,000
Q4 2020

Jan 22, 2021
BUY
N/A
250 Added 32.55%
1,018 $236,000
Q3 2020

Oct 21, 2020
BUY
N/A
50 Added 6.96%
768 $164,000
Q2 2020

Jul 15, 2020
BUY
N/A
300 Added 71.77%
718 $128,000
Q4 2019

Jan 10, 2020
BUY
N/A
342 Added 450.0%
418 $95,000
Q3 2019

Oct 29, 2019
BUY
N/A
76 New
76 $16,000
Q1 2019

Apr 04, 2019
SELL
N/A
-2 Closed
0 $0
Q3 2018

Oct 12, 2018
BUY
N/A
2 New
2 $0

Others Institutions Holding BRKB

# of Institutions
85
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Selective Wealth Management, Inc. Portfolio

Follow Selective Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email