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

Tradition Wealth Management, LLC

$988 Million
Q2 2024

A detailed history of Tradition Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 24,437 shares of BRK-B stock, worth $11.2 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

24,437

Previous 24,588 0.61%

Holding current value

$11.2 Million

Previous $10.3 Million 3.86%

% of portfolio

1.01%

Previous 1.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$396.73 - $420.24 $59,906 - $63,456	-151 Reduced 0.61%	24,437 $9.94 Million
Q1 2024 May 13, 2024	SELL	$359.29 - $420.52 $135,811 - $158,956	-378 Reduced 1.51%	24,588 $10.3 Million
Q4 2023 Feb 12, 2024	BUY	$331.71 - $362.68 $121,074 - $132,378	365 Added 1.48%	24,966 $8.9 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $74,657 - $81,135	219 Added 0.9%	24,601 $8.62 Million
Q2 2023 Aug 14, 2023	BUY	$309.07 - $341.0 $495,130 - $546,282	1,602 Added 7.03%	24,382 $8.31 Million
Q1 2023 May 11, 2023	BUY	$293.51 - $320.37 $2.08 Million - $2.27 Million	7,081 Added 45.1%	22,780 $7.03 Million
Q4 2022 Feb 03, 2023	BUY	$264.0 - $318.6 $124,344 - $150,060	471 Added 3.09%	15,699 $4.85 Million
Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $3,700 - $4,293	-14 Reduced 0.09%	15,228 $4.07 Million
Q2 2022 Aug 02, 2022	BUY	$267.52 - $353.1 $552,696 - $729,504	2,066 Added 15.68%	15,242 $4.16 Million
Q1 2022 May 11, 2022	SELL	$300.79 - $359.57 $64,970 - $77,667	-216 Reduced 1.61%	13,176 $4.65 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $94,679 - $103,858	346 Added 2.65%	13,392 $4 Million
Q3 2021 Nov 12, 2021	BUY	$272.66 - $291.28 $198,769 - $212,343	729 Added 5.92%	13,046 $3.56 Million
Q2 2021 Aug 09, 2021	SELL	$258.2 - $292.52 $24,529 - $27,789	-95 Reduced 0.77%	12,317 $3.42 Million
Q1 2021 May 14, 2021	SELL	$227.36 - $263.99 $38,423 - $44,614	-169 Reduced 1.34%	12,412 $3.17 Million
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $2.53 Million - $2.94 Million	12,581 New	12,581 $2.92 Million

Others Institutions Holding BRK-B

# of Institutions

4,259

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $595B

More about BRK-B

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