Williams Jones Wealth Management, Llc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Williams Jones Wealth Management, Llc.

  • $8.14 Billion
  • Q4 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 270,057 shares of BRKB stock, worth $0. This represents 1.5% of its overall portfolio holdings.

Number of Shares
270,057
Previous 275,036 1.81%
Holding current value
$0
Previous $127 Million 3.3%
% of portfolio
1.5%
Previous 1.51%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
N/A
-4,979 Reduced 1.81%
270,057 $122 Million
Q3 2024

Nov 14, 2024
BUY
N/A
925 Added 0.34%
275,036 $127 Million
Q2 2024

Aug 05, 2024
BUY
N/A
105 Added 0.04%
274,111 $112 Million
Q1 2024

May 07, 2024
SELL
N/A
-617 Reduced 0.22%
274,006 $115 Million
Q4 2023

Feb 14, 2024
BUY
N/A
12,284 Added 4.68%
274,623 $97.9 Million
Q3 2023

Nov 14, 2023
BUY
N/A
8,702 Added 3.43%
262,339 $91.9 Million
Q2 2023

Aug 14, 2023
SELL
N/A
-35 Reduced 0.01%
253,637 $86.5 Million
Q1 2023

May 15, 2023
SELL
N/A
-1,097 Reduced 0.43%
253,672 $78.3 Million
Q4 2022

Feb 14, 2023
SELL
N/A
-1,195 Reduced 0.47%
254,769 $78.7 Million
Q3 2022

Nov 14, 2022
BUY
N/A
308 Added 0.12%
255,964 $68.3 Million
Q2 2022

Aug 15, 2022
BUY
N/A
23,790 Added 10.26%
255,656 $69.8 Million
Q1 2022

May 16, 2022
BUY
N/A
11,583 Added 5.26%
231,866 $81.8 Million
Q4 2021

Feb 14, 2022
BUY
N/A
6,519 Added 3.05%
220,283 $65.9 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-3,642 Reduced 1.68%
213,764 $58.3 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-239 Reduced 0.11%
217,406 $60.4 Million
Q1 2021

May 17, 2021
SELL
N/A
-45,942 Reduced 17.43%
217,645 $55.6 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-12,175 Reduced 4.42%
263,587 $61.1 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-9,311 Reduced 3.27%
275,762 $58.7 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-48,050 Reduced 14.42%
285,073 $50.9 Million
Q1 2020

May 15, 2020
SELL
N/A
-298 Reduced 0.09%
333,123 $60.9 Million
Q4 2019

Feb 14, 2020
BUY
N/A
2,938 Added 0.89%
333,421 $75.5 Million
Q3 2019

Nov 14, 2019
BUY
N/A
330,483 New
330,483 $68.7 Million

Others Institutions Holding BRKB

# of Institutions
86
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email