Signature Wealth Management Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Signature Wealth Management Partners, LLC

$138 Million
Q3 2024

A detailed history of Signature Wealth Management Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 3,061 shares of BRK-B stock, worth $1.46 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

3,061

Previous 3,186 3.92%

Holding current value

$1.46 Million

Previous $1.3 Million 8.64%

% of portfolio

1.02%

Previous 0.99%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$405.19 - $478.57 $50,648 - $59,821	-125 Reduced 3.92%	3,061 $1.41 Million
Q2 2024 Jul 15, 2024	BUY	$396.73 - $420.24 $40,466 - $42,864	102 Added 3.31%	3,186 $1.3 Million
Q1 2024 Apr 26, 2024	SELL	$359.29 - $420.52 $179,645 - $210,260	-500 Reduced 13.95%	3,084 $1.3 Million
Q4 2023 Jan 19, 2024	BUY	$331.71 - $362.68 $122,732 - $134,191	370 Added 11.51%	3,584 $1.28 Million
Q3 2023 Oct 23, 2023	BUY	$340.9 - $370.48 $160,223 - $174,125	470 Added 17.13%	3,214 $1.13 Million
Q2 2023 Jul 24, 2023	BUY	$309.07 - $341.0 $143,408 - $158,224	464 Added 20.35%	2,744 $935,000
Q1 2023 May 02, 2023	BUY	$293.51 - $320.37 $267,974 - $292,497	913 Added 66.79%	2,280 $703,000
Q4 2022 Feb 03, 2023	BUY	$264.0 - $318.6 $10,560 - $12,744	40 Added 3.01%	1,367 $422,000
Q3 2022 Nov 01, 2022	BUY	$264.32 - $306.65 $76,652 - $88,928	290 Added 27.97%	1,327 $354,000
Q2 2022 Jul 22, 2022	BUY	$267.52 - $353.1 $50,026 - $66,029	187 Added 22.0%	1,037 $283,000
Q4 2021 Jan 19, 2022	BUY	$273.64 - $300.17 $27,364 - $30,017	100 Added 13.33%	850 $254,000
Q2 2021 Jul 29, 2021	BUY	$258.2 - $292.52 $193,650 - $219,390	750 New	750 $208,000

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

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Signature Wealth Management Partners, LLC Berkshire Hathaway Inc Class B Transaction History