Xcel Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Xcel Wealth Management, LLC

  • $338 Million
  • Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 14,516 shares of BRKB stock, worth $0. This represents 1.98% of its overall portfolio holdings.

Number of Shares
14,516
Previous 14,691 1.19%
Holding current value
$0
Previous $5.98 Million 11.8%
% of portfolio
1.98%
Previous 1.89%

Shares

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

Oct 21, 2024
SELL
N/A
-175 Reduced 1.19%
14,516 $6.68 Million
Q2 2024

Jul 23, 2024
SELL
N/A
-65 Reduced 0.44%
14,691 $5.98 Million
Q1 2024

Apr 22, 2024
BUY
N/A
593 Added 4.19%
14,756 $6.21 Million
Q4 2023

Jan 29, 2024
SELL
N/A
-170 Reduced 1.19%
14,163 $5.05 Million
Q3 2023

Oct 17, 2023
SELL
N/A
-231 Reduced 1.59%
14,333 $5.02 Million
Q2 2023

Jul 26, 2023
BUY
N/A
105 Added 0.73%
14,564 $4.97 Million
Q1 2023

Apr 25, 2023
BUY
N/A
4,221 Added 41.23%
14,459 $4.46 Million
Q4 2022

Jan 19, 2023
SELL
N/A
-402 Reduced 3.78%
10,238 $3.16 Million
Q3 2022

Oct 20, 2022
BUY
N/A
4,083 Added 62.27%
10,640 $2.84 Million
Q2 2022

Jul 26, 2022
BUY
N/A
3,088 Added 89.02%
6,557 $1.79 Million
Q1 2022

Apr 29, 2022
BUY
N/A
10 Added 0.29%
3,469 $1.22 Million
Q4 2021

Feb 03, 2022
BUY
N/A
28 Added 0.82%
3,459 $1.03 Million
Q3 2021

Oct 21, 2021
BUY
N/A
80 Added 2.39%
3,431 $936,000
Q2 2021

Jul 15, 2021
SELL
N/A
-86 Reduced 2.5%
3,351 $931,000
Q1 2021

Apr 15, 2021
SELL
N/A
-56 Reduced 1.6%
3,437 $878,000
Q4 2020

Jan 13, 2021
SELL
N/A
-419 Reduced 10.71%
3,493 $809,000
Q3 2020

Oct 27, 2020
SELL
N/A
-35 Reduced 0.89%
3,912 $833,000
Q2 2020

Jul 10, 2020
SELL
N/A
-165 Reduced 4.01%
3,947 $704,000
Q1 2020

Apr 07, 2020
BUY
N/A
4,112 New
4,112 $751,000
Q4 2019

Jan 09, 2020
SELL
N/A
-1,962 Closed
0 $0
Q1 2019

Nov 12, 2019
BUY
N/A
17 Added 0.87%
1,962 $394,000
Q4 2018

Nov 12, 2019
BUY
N/A
1,945 New
1,945 $397,000

Others Institutions Holding BRKB

# of Institutions
88
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
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