Shelton Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Shelton Wealth Management, LLC

$188 Million
Q4 2024

A detailed history of Shelton Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 2,083 shares of BRKB stock, worth $0. This represents 0.5% of its overall portfolio holdings.

Number of Shares

2,083

Previous 3,764 44.66%

Holding current value

Previous $1.73 Million 45.5%

% of portfolio

0.5%

Previous 0.96%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	N/A	-1,681 Reduced 44.66%	2,083 $944,000
Q3 2024 Oct 21, 2024	BUY	N/A	47 Added 1.26%	3,764 $1.73 Million
Q2 2024 Jul 23, 2024	BUY	N/A	449 Added 13.74%	3,717 $1.51 Million
Q1 2024 May 14, 2024	BUY	N/A	390 Added 13.55%	3,268 $1.37 Million
Q4 2023 Feb 14, 2024	BUY	N/A	676 Added 30.7%	2,878 $1.03 Million
Q3 2023 Nov 01, 2023	SELL	N/A	-35 Reduced 1.56%	2,202 $771,000
Q1 2023 May 08, 2023	SELL	N/A	-1 Reduced 0.04%	2,237 $690,000
Q4 2022 Feb 09, 2023	SELL	N/A	-91 Reduced 3.91%	2,238 $691,000
Q3 2022 Nov 08, 2022	SELL	N/A	-13 Reduced 0.56%	2,329 $622,000
Q2 2022 Jul 28, 2022	BUY	N/A	919 Added 64.58%	2,342 $639,000
Q4 2021 Jan 26, 2022	BUY	N/A	1,423 New	1,423 $425,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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Shelton Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History