Wealth Effects LLC Berkshire Hathaway Inc Class B Transaction History

Wealth Effects LLC

$269 Million
Q1 2024

A detailed history of Wealth Effects LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealth Effects LLC holds 5,181 shares of BRK-B stock, worth $2.11 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

5,181

Previous 5,340 2.98%

Holding current value

$2.11 Million

Previous $1.9 Million 14.39%

% of portfolio

0.81%

Previous 0.72%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$359.29 - $420.52 $57,127 - $66,862	-159 Reduced 2.98%	5,181 $2.18 Million
Q4 2023 Jan 29, 2024	BUY	$331.71 - $362.68 $204,996 - $224,136	618 Added 13.09%	5,340 $1.9 Million
Q2 2023 Jul 18, 2023	BUY	$309.07 - $341.0 $12,362 - $13,640	40 Added 0.85%	4,722 $1.61 Million
Q1 2023 May 04, 2023	SELL	$293.51 - $320.37 $8,805 - $9,611	-30 Reduced 0.64%	4,682 $1.45 Million
Q4 2022 Feb 02, 2023	BUY	$264.0 - $318.6 $16,104 - $19,434	61 Added 1.31%	4,712 $1.46 Million

Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $52,864 - $61,329	-200 Reduced 4.12%	4,651 $1.24 Million
Q2 2022 Aug 03, 2022	BUY	$267.52 - $353.1 $80,791 - $106,636	302 Added 6.64%	4,851 $1.32 Million
Q1 2022 May 16, 2022	BUY	$300.79 - $359.57 $4,511 - $5,393	15 Added 0.33%	4,549 $1.61 Million
Q4 2021 Feb 09, 2022	BUY	$273.64 - $300.17 $1.24 Million - $1.36 Million	4,534 New	4,534 $1.36 Million

Others Institutions Holding BRK-B

# of Institutions

4,161

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $529B

More about BRK-B

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Wealth Effects LLC Berkshire Hathaway Inc Class B Transaction History