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

Smith & Howard Wealth Management, LLC

  • $354 Million
  • Q3 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 8,623 shares of BRK-B stock, worth $4.13 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
8,623
Previous 10,437 17.38%
Holding current value
$4.13 Million
Previous $4.25 Million 6.53%
% of portfolio
1.12%
Previous 1.27%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$405.19 - $478.57 $735,014 - $868,125
-1,814 Reduced 17.38%
8,623 $3.97 Million
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
4,377
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
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 $623B
More about BRK-B
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