A detailed history of Williams Jones Wealth Management, Llc. transactions in Berkshire Hathaway Inc stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 30 shares of BRK-A stock, worth $20.5 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
30
Previous 30 -0.0%
Holding current value
$20.5 Million
Previous $18.4 Million 12.77%
% of portfolio
0.25%
Previous 0.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$545250.0 - $634440.0 $1.09 Million - $1.27 Million
-2 Reduced 6.25%
30 $19 Million
Q3 2023

Nov 14, 2023

SELL
$517136.0 - $563073.0 $2.07 Million - $2.25 Million
-4 Reduced 11.11%
32 $17 Million
Q2 2022

Aug 15, 2022

BUY
$402300.0 - $529000.0 $402,300 - $529,000
1 Added 2.86%
36 $14.7 Million
Q1 2022

May 16, 2022

BUY
$454300.0 - $539180.0 $454,300 - $539,180
1 Added 2.94%
35 $18.5 Million
Q2 2021

Aug 16, 2021

SELL
$390360.0 - $439460.0 $390,360 - $439,460
-1 Reduced 2.86%
34 $14.2 Million
Q2 2020

Aug 14, 2020

BUY
$253501.0 - $302235.0 $253,501 - $302,235
1 Added 2.94%
35 $9.36 Million
Q1 2020

May 15, 2020

SELL
$240000.0 - $344970.0 $720,000 - $1.03 Million
-3 Reduced 8.11%
34 $9.25 Million
Q3 2019

Nov 14, 2019

BUY
$295000.0 - $323149.0 $10.9 Million - $12 Million
37 New
37 $11.5 Million

Others Institutions Holding BRK-A

About BERKSHIRE HATHAWAY INC


  • Ticker BRK-A
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 599,924
  • Market Cap $409B
  • Description
  • Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricit...
More about BRK-A
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