Smart Wealth LLC Berkshire Hathaway Inc Class B Transaction History

Smart Wealth LLC

$255 Billion
Q3 2024

A detailed history of Smart Wealth LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Smart Wealth LLC holds 11,524 shares of BRK-B stock, worth $5.25 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

11,524

Previous 11,583 0.51%

Holding current value

$5.25 Million

Previous $4.71 Billion 12.57%

% of portfolio

2.08%

Previous 1.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 13, 2024	SELL	$405.19 - $478.57 $23,906 - $28,235	-59 Reduced 0.51%	11,524 $5.3 Billion
Q2 2024 Dec 13, 2024	BUY	$396.73 - $420.24 $246,766 - $261,389	622 Added 5.67%	11,583 $4.71 Billion
Q1 2024 Dec 13, 2024	BUY	$359.29 - $420.52 $322,283 - $377,206	897 Added 8.91%	10,961 $4.61 Billion
Q4 2023 Dec 13, 2024	BUY	$331.71 - $362.68 $510,501 - $558,164	1,539 Added 18.05%	10,064 $3.59 Billion
Q3 2023 Dec 13, 2024	BUY	$340.9 - $370.48 $283,628 - $308,239	832 Added 10.82%	8,525 $2.99 Billion
Q2 2023 Dec 13, 2024	BUY	$309.07 - $341.0 $9,272 - $10,230	30 Added 0.39%	7,693 $2.62 Billion
Q1 2023 Dec 13, 2024	BUY	$293.51 - $320.37 $81,008 - $88,422	276 Added 3.74%	7,663 $2.37 Billion
Q4 2022 Dec 13, 2024	BUY	$264.0 - $318.6 $1.95 Million - $2.35 Million	7,387 New	7,387 $2.28 Billion

Others Institutions Holding BRK-B

# of Institutions

4,380

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 $593B

More about BRK-B

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