Sfg Wealth Management, Llc. Berkshire Hathaway Inc Class B Transaction History

Sfg Wealth Management, Llc.

$181 Million
Q3 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 928 shares of BRK-B stock, worth $442,256. This represents 0.24% of its overall portfolio holdings.

Number of Shares

928

Previous 928 -0.0%

Holding current value

$442,256

Previous $377,000 13.26%

% of portfolio

0.24%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$396.73 - $420.24 $32,531 - $34,459	-82 Reduced 8.12%	928 $377,000
Q4 2023 Jan 19, 2024	BUY	$331.71 - $362.68 $15,590 - $17,045	47 Added 4.88%	1,010 $360,000
Q2 2023 Jul 14, 2023	BUY	$309.07 - $341.0 $46,360 - $51,150	150 Added 18.45%	963 $328,000
Q1 2023 Apr 11, 2023	BUY	$293.51 - $320.37 $29,644 - $32,357	101 Added 14.19%	813 $251,000
Q4 2022 Jan 31, 2023	BUY	$264.0 - $318.6 $187,968 - $226,843	712 New	712 $219,000
Q2 2022 Jul 13, 2022	BUY	$267.52 - $353.1 $9,898 - $13,064	37 Added 3.98%	967 $264,000
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $254,485 - $279,158	930 New	930 $278,000

Others Institutions Holding BRK-B

# of Institutions

4,377

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 $620B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Account

Sfg Wealth Management, Llc. Berkshire Hathaway Inc Class B Transaction History