Smith & Howard Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Smith & Howard Wealth Management, LLC

  • $335 Million
  • Q2 2024

A detailed history of Smith & Howard Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 10,437 shares of BRK-B stock, worth $4.77 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
10,437
Previous 10,705 2.5%
Holding current value
$4.77 Million
Previous $4.5 Million 5.69%
% of portfolio
1.27%
Previous 1.4%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$396.73 - $420.24 $106,323 - $112,624
-268 Reduced 2.5%
10,437 $4.25 Million
Q1 2024

Apr 15, 2024
SELL
$359.29 - $420.52 $619,775 - $725,397
-1,725 Reduced 13.88%
10,705 $4.5 Million
Q4 2023

Feb 01, 2024
SELL
$331.71 - $362.68 $382,793 - $418,532
-1,154 Reduced 8.5%
12,430 $4.43 Million
Q3 2023

Oct 13, 2023
SELL
$340.9 - $370.48 $806,228 - $876,185
-2,365 Reduced 14.83%
13,584 $4.76 Million
Q2 2023

Jul 17, 2023
SELL
$309.07 - $341.0 $1.04 Million - $1.15 Million
-3,375 Reduced 17.47%
15,949 $5.44 Million
Q1 2023

Apr 13, 2023
SELL
$293.51 - $320.37 $231,285 - $252,451
-788 Reduced 3.92%
19,324 $5.97 Million
Q4 2022

Feb 06, 2023
SELL
$264.0 - $318.6 $586,080 - $707,292
-2,220 Reduced 9.94%
20,112 $6.21 Million
Q3 2022

Oct 18, 2022
BUY
$264.32 - $306.65 $287,580 - $333,635
1,088 Added 5.12%
22,332 $5.96 Million
Q2 2022

Aug 05, 2022
SELL
$267.52 - $353.1 $226,321 - $298,722
-846 Reduced 3.83%
21,244 $5.8 Million
Q1 2022

May 03, 2022
SELL
$300.79 - $359.57 $205,740 - $245,945
-684 Reduced 3.0%
22,090 $7.8 Million
Q4 2021

Jan 18, 2022
SELL
$273.64 - $300.17 $572,454 - $627,955
-2,092 Reduced 8.41%
22,774 $6.81 Million
Q3 2021

Oct 22, 2021
SELL
$272.66 - $291.28 $119,697 - $127,871
-439 Reduced 1.73%
24,866 $6.79 Million
Q2 2021

Aug 06, 2021
SELL
$258.2 - $292.52 $843,797 - $955,955
-3,268 Reduced 11.44%
25,305 $7.03 Million
Q1 2021

Apr 30, 2021
SELL
$227.36 - $263.99 $66,616 - $77,349
-293 Reduced 1.02%
28,573 $7.3 Million
Q4 2020

Feb 04, 2021
SELL
$200.7 - $233.92 $410,832 - $478,834
-2,047 Reduced 6.62%
28,866 $6.69 Million
Q3 2020

Nov 04, 2020
BUY
$177.99 - $221.68 $8,543 - $10,640
48 Added 0.16%
30,913 $6.58 Million
Q2 2020

Aug 04, 2020
SELL
$169.25 - $201.56 $101,550 - $120,936
-600 Reduced 1.91%
30,865 $5.51 Million
Q1 2020

Apr 22, 2020
SELL
$162.13 - $230.2 $546,864 - $776,464
-3,373 Reduced 9.68%
31,465 $5.75 Million
Q4 2019

Jan 13, 2020
SELL
$203.1 - $227.05 $262,202 - $293,121
-1,291 Reduced 3.57%
34,838 $7.89 Million
Q3 2019

Nov 12, 2019
SELL
$195.81 - $215.25 $281,770 - $309,744
-1,439 Reduced 3.83%
36,129 $7.52 Million
Q2 2019

Jul 23, 2019
SELL
$197.42 - $218.6 $452,881 - $501,468
-2,294 Reduced 5.75%
37,568 $8.01 Million
Q1 2019

Apr 18, 2019
BUY
$191.66 - $209.19 $53,089 - $57,945
277 Added 0.7%
39,862 $8.01 Million
Q4 2018

Jan 23, 2019
SELL
$187.76 - $223.76 $724,378 - $863,266
-3,858 Reduced 8.88%
39,585 $8.08 Million
Q3 2018

Nov 14, 2018
SELL
$186.02 - $221.68 $873,363 - $1.04 Million
-4,695 Reduced 9.75%
43,443 $9.3 Million
Q2 2018

Aug 14, 2018
SELL
$184.91 - $201.2 $19,045 - $20,723
-103 Reduced 0.21%
48,138 $8.99 Million
Q1 2018

May 14, 2018
SELL
$191.42 - $217.25 $851,436 - $966,328
-4,448 Reduced 8.44%
48,241 $9.62 Million
Q4 2017

Feb 14, 2018
SELL
$181.06 - $199.56 $25,529 - $28,137
-141 Reduced 0.27%
52,689 $10.4 Million
Q3 2017

Nov 15, 2017
SELL
$173.99 - $183.82 $349,197 - $368,926
-2,007 Reduced 3.66%
52,830 $9.69 Million
Q2 2017

Aug 11, 2017
BUY
N/A
54,837
54,837 $9.29 Million

Others Institutions Holding BRK-B

# of Institutions
4,261
Shares Held
843M
Call Options Held
17.1M
Put Options Held
9.27M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $595B
More about BRK-B
Track This Portfolio

Track Smith & Howard Wealth Management, LLC Portfolio

Follow Smith & Howard Wealth Management, LLC 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 Smith & Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith & Howard Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email