Waldron Private Wealth LLC Berkshire Hathaway Inc Class B Transaction History

Waldron Private Wealth LLC

  • $2.4 Billion
  • Q3 2024

A detailed history of Waldron Private Wealth LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Waldron Private Wealth LLC holds 45,692 shares of BRK-B stock, worth $20.8 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
45,692
Previous 46,250 1.21%
Holding current value
$20.8 Million
Previous $18.8 Million 11.78%
% of portfolio
0.88%
Previous 0.85%

Shares

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

Oct 21, 2024
SELL
$405.19 - $478.57 $226,096 - $267,042
-558 Reduced 1.21%
45,692 $21 Million
Q2 2024

Jul 31, 2024
SELL
$396.73 - $420.24 $43,243 - $45,806
-109 Reduced 0.24%
46,250 $18.8 Million
Q1 2024

May 09, 2024
BUY
$359.29 - $420.52 $323,001 - $378,047
899 Added 1.98%
46,359 $19.5 Million
Q4 2023

Aug 29, 2024
SELL
$331.71 - $362.68 $5,307 - $5,802
-16 Reduced 0.04%
45,460 $16.2 Million
Q4 2023

Jan 30, 2024
SELL
$331.71 - $362.68 $5,307 - $5,802
-16 Reduced 0.04%
45,460 $16.2 Million
Q3 2023

Aug 29, 2024
SELL
$340.9 - $370.48 $168,404 - $183,017
-494 Reduced 1.07%
45,476 $15.9 Million
Q3 2023

Oct 26, 2023
SELL
$340.9 - $370.48 $168,404 - $183,017
-494 Reduced 1.07%
45,476 $15.9 Million
Q2 2023

Aug 29, 2024
SELL
$309.07 - $341.0 $857,360 - $945,934
-2,774 Reduced 5.69%
45,970 $15.7 Million
Q2 2023

Aug 07, 2023
SELL
$309.07 - $341.0 $857,360 - $945,934
-2,774 Reduced 5.69%
45,970 $15.7 Million
Q1 2023

Aug 29, 2024
BUY
$293.51 - $320.37 $732,013 - $799,002
2,494 Added 5.39%
48,744 $15.1 Million
Q1 2023

May 02, 2023
SELL
$293.51 - $320.37 $65,159 - $71,122
-222 Reduced 0.45%
48,744 $15.1 Million
Q3 2022

Nov 14, 2022
BUY
$264.32 - $306.65 $61,586 - $71,449
233 Added 0.48%
48,966 $13.1 Million
Q2 2022

Aug 03, 2022
BUY
$267.52 - $353.1 $342,425 - $451,968
1,280 Added 2.7%
48,733 $13.3 Million
Q1 2022

May 04, 2022
BUY
$300.79 - $359.57 $511,643 - $611,628
1,701 Added 3.72%
47,453 $16.7 Million
Q4 2021

Feb 02, 2022
SELL
$273.64 - $300.17 $206,598 - $226,628
-755 Reduced 1.62%
45,752 $13.7 Million
Q3 2021

Nov 02, 2021
BUY
$272.66 - $291.28 $578,584 - $618,096
2,122 Added 4.78%
46,507 $12.7 Million
Q2 2021

Aug 06, 2021
SELL
$258.2 - $292.52 $359,930 - $407,772
-1,394 Reduced 3.05%
44,385 $12.3 Million
Q1 2021

May 11, 2021
BUY
$227.36 - $263.99 $1.7 Million - $1.97 Million
7,477 Added 19.52%
45,779 $11.7 Million
Q4 2020

Feb 12, 2021
SELL
$200.7 - $233.92 $16,858 - $19,649
-84 Reduced 0.22%
38,302 $8.88 Million
Q3 2020

Nov 13, 2020
BUY
$177.99 - $221.68 $967,909 - $1.21 Million
5,438 Added 16.5%
38,386 $8.17 Million
Q2 2020

Aug 11, 2020
SELL
$169.25 - $201.56 $1.66 Million - $1.98 Million
-9,811 Reduced 22.94%
32,948 $5.88 Million
Q1 2020

May 05, 2020
BUY
$162.13 - $230.2 $20,752 - $29,465
128 Added 0.3%
42,759 $7.82 Million
Q4 2019

Feb 07, 2020
BUY
$203.1 - $227.05 $616,002 - $688,642
3,033 Added 7.66%
42,631 $9.66 Million
Q3 2019

Nov 06, 2019
BUY
$195.81 - $215.25 $4.77 Million - $5.25 Million
24,377 Added 160.15%
39,598 $8.24 Million
Q2 2019

Jul 31, 2019
BUY
$197.42 - $218.6 $159,910 - $177,066
810 Added 5.62%
15,221 $3.24 Million
Q1 2019

May 01, 2019
SELL
$191.66 - $209.19 $89,313 - $97,482
-466 Reduced 3.13%
14,411 $2.9 Million
Q4 2018

Feb 13, 2019
BUY
$187.76 - $223.76 $1 Million - $1.19 Million
5,327 Added 55.78%
14,877 $3.04 Million
Q3 2018

Nov 20, 2018
BUY
$186.02 - $221.68 $7,440 - $8,867
40 Added 0.42%
9,550 $2.04 Million
Q2 2018

Aug 09, 2018
SELL
$184.91 - $201.2 $68,601 - $74,645
-371 Reduced 3.75%
9,510 $1.78 Million
Q1 2018

May 09, 2018
BUY
$191.42 - $217.25 $225,684 - $256,137
1,179 Added 13.55%
9,881 $1.97 Million
Q4 2017

Jan 26, 2018
BUY
$181.06 - $199.56 $55,766 - $61,464
308 Added 3.67%
8,702 $1.72 Million
Q3 2017

Nov 08, 2017
BUY
$173.99 - $183.82 $2,783 - $2,941
16 Added 0.19%
8,394 $1.54 Million
Q2 2017

Aug 14, 2017
BUY
N/A
8,378
8,378 $1.42 Million

Others Institutions Holding BRK-B

# of Institutions
4,314
Shares Held
851M
Call Options Held
17.1M
Put Options Held
9.31M
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 $592B
More about BRK-B
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