Sugarloaf Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,956 shares of BRK-B stock, worth $932,170. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,956

Previous 2,142 8.68%

Holding current value

$932,170

Previous $871,000 3.33%

% of portfolio

0.18%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$405.19 - $478.57 $75,365 - $89,014	-186 Reduced 8.68%	1,956 $900,000
Q2 2024 Jul 08, 2024	BUY	$396.73 - $420.24 $2,777 - $2,941	7 Added 0.33%	2,142 $871,000
Q1 2024 Apr 23, 2024	BUY	$359.29 - $420.52 $24,072 - $28,174	67 Added 3.24%	2,135 $897,000
Q4 2023 Jan 10, 2024	BUY	$331.71 - $362.68 $7,629 - $8,341	23 Added 1.12%	2,068 $737,000
Q3 2023 Nov 13, 2023	SELL	$340.9 - $370.48 $39,544 - $42,975	-116 Reduced 5.37%	2,045 $716,000
Q2 2023 Jul 13, 2023	BUY	$309.07 - $341.0 $61,814 - $68,200	200 Added 10.2%	2,161 $736,000
Q1 2023 Apr 26, 2023	BUY	$293.51 - $320.37 $22,893 - $24,988	78 Added 4.14%	1,961 $605,000
Q4 2022 Feb 03, 2023	BUY	$264.0 - $318.6 $528 - $637	2 Added 0.11%	1,883 $581,000
Q3 2022 Oct 11, 2022	SELL	$264.32 - $306.65 $11,894 - $13,799	-45 Reduced 2.34%	1,881 $503,000
Q2 2022 Jul 12, 2022	BUY	$267.52 - $353.1 $51,898 - $68,501	194 Added 11.2%	1,926 $526,000
Q4 2021 Jan 20, 2022	SELL	$273.64 - $300.17 $27,364 - $30,017	-100 Reduced 5.46%	1,732 $518,000
Q2 2021 Jul 20, 2021	BUY	$258.2 - $292.52 $11,102 - $12,578	43 Added 2.4%	1,832 $509,000
Q1 2021 Apr 19, 2021	SELL	$227.36 - $263.99 $144,600 - $167,897	-636 Reduced 26.23%	1,789 $457,000
Q1 2020 Apr 15, 2020	SELL	$162.13 - $230.2 $12,159 - $17,265	-75 Reduced 3.0%	2,425 $443,000
Q4 2019 Jan 29, 2020	BUY	$203.1 - $227.05 $507,750 - $567,625	2,500 New	2,500 $566,000

Others Institutions Holding BRK-B

# of Institutions

4,376

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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Sugarloaf Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History