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

Tmd Wealth Management, LLC

$387 Million
Q2 2024

A detailed history of Tmd Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Tmd Wealth Management, LLC holds 3,073 shares of BRK-B stock, worth $1.45 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

3,073

Previous 3,333 7.8%

Holding current value

$1.45 Million

Previous $1.4 Million 10.78%

% of portfolio

0.32%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$396.73 - $420.24 $103,149 - $109,262	-260 Reduced 7.8%	3,073 $1.25 Million
Q1 2024 May 14, 2024	SELL	$359.29 - $420.52 $18,323 - $21,446	-51 Reduced 1.51%	3,333 $1.4 Million
Q3 2023 Nov 13, 2023	SELL	$340.9 - $370.48 $39,203 - $42,605	-115 Reduced 3.29%	3,384 $1.19 Million
Q4 2022 Feb 06, 2023	SELL	$264.0 - $318.6 $92,664 - $111,828	-351 Reduced 9.12%	3,499 $1.08 Million
Q3 2022 Nov 09, 2022	BUY	$264.32 - $306.65 $3,171 - $3,679	12 Added 0.31%	3,850 $1.03 Million
Q1 2022 May 02, 2022	BUY	$300.79 - $359.57 $34,590 - $41,350	115 Added 3.09%	3,838 $1.35 Million
Q3 2021 Nov 03, 2021	BUY	$272.66 - $291.28 $27,266 - $29,127	100 Added 2.76%	3,723 $1.02 Million
Q1 2021 Apr 22, 2021	SELL	$227.36 - $263.99 $3,183 - $3,695	-14 Reduced 0.38%	3,623 $926,000
Q4 2020 Feb 09, 2021	BUY	$200.7 - $233.92 $729,945 - $850,767	3,637 New	3,637 $843,000

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 $614B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tmd Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tmd Wealth Management, LLC with notifications on news.

Account

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