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

Western Wealth Management, LLC

$1.27 Billion
Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Western Wealth Management, LLC holds 97,584 shares of BRK-B stock, worth $39.6 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares

97,584

Previous 97,197 0.4%

Holding current value

$39.6 Million

Previous $34.7 Million 18.38%

% of portfolio

3.22%

Previous 2.52%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$359.29 - $420.52 $139,045 - $162,741	387 Added 0.4%	97,584 $41 Million
Q4 2023 Jan 31, 2024	SELL	$331.71 - $362.68 $70,322 - $76,888	-212 Reduced 0.22%	97,197 $34.7 Million
Q3 2023 Nov 07, 2023	BUY	$340.9 - $370.48 $1.31 Million - $1.42 Million	3,834 Added 4.1%	97,409 $34.1 Million
Q2 2023 Aug 30, 2023	BUY	$309.07 - $341.0 $10.8 Million - $11.9 Million	35,038 Added 59.86%	93,575 $31.9 Million
Q1 2023 Aug 30, 2023	BUY	$293.51 - $320.37 $131,785 - $143,846	449 Added 0.77%	58,537 $18.1 Million

Q4 2022 Feb 02, 2023	SELL	$264.0 - $318.6 $9.23 Million - $11.1 Million	-34,966 Reduced 37.58%	58,088 $17.9 Million
Q3 2022 Nov 04, 2022	SELL	$264.32 - $306.65 $1.59 Million - $1.85 Million	-6,026 Reduced 6.08%	93,054 $24.9 Million
Q2 2022 Jul 18, 2022	BUY	$267.52 - $353.1 $1.99 Million - $2.63 Million	7,453 Added 8.13%	99,080 $27.1 Million
Q1 2022 May 10, 2022	BUY	$300.79 - $359.57 $15.9 Million - $19 Million	52,752 Added 135.7%	91,627 $32.3 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $840,622 - $922,122	3,072 Added 8.58%	38,875 $11.6 Million
Q2 2021 Aug 09, 2021	BUY	$258.2 - $292.52 $134,264 - $152,110	520 Added 1.47%	35,803 $9.96 Million
Q1 2021 May 14, 2021	SELL	$227.36 - $263.99 $625,012 - $725,708	-2,749 Reduced 7.23%	35,283 $9.01 Million
Q4 2020 Feb 10, 2021	SELL	$200.7 - $233.92 $13,045 - $15,204	-65 Reduced 0.17%	38,032 $8.82 Million
Q3 2020 Oct 27, 2020	BUY	$177.99 - $221.68 $207,536 - $258,478	1,166 Added 3.16%	38,097 $8.11 Million
Q2 2020 Jul 20, 2020	SELL	$169.25 - $201.56 $5.48 Million - $6.53 Million	-32,398 Reduced 46.73%	36,931 $6.59 Million
Q1 2020 Apr 27, 2020	SELL	$162.13 - $230.2 $652,735 - $926,785	-4,026 Reduced 5.49%	69,329 $12.7 Million
Q4 2019 Feb 10, 2020	BUY	$203.1 - $227.05 $531,918 - $594,643	2,619 Added 3.7%	73,355 $16.6 Million
Q3 2019 Nov 08, 2019	BUY	$195.81 - $215.25 $84,002 - $92,342	429 Added 0.61%	70,736 $14.7 Million
Q2 2019 Aug 06, 2019	BUY	$197.42 - $218.6 $21,913 - $24,264	111 Added 0.16%	70,307 $15 Million
Q1 2019 May 10, 2019	BUY	$191.66 - $209.19 $367,028 - $400,598	1,915 Added 2.8%	70,196 $14.1 Million
Q4 2018 Feb 15, 2019	BUY	$187.76 - $223.76 $12.8 Million - $15.3 Million	68,281 New	68,281 $13.9 Million

Others Institutions Holding BRK-B

# of Institutions

4,165

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 $528B

More about BRK-B

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