York Bridge Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 14,443 shares of BRK-B stock, worth $6.62 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

14,443

Previous 14,514 0.49%

Holding current value

$6.62 Million

Previous $3.88 Million 15.09%

% of portfolio

1.13%

Previous 1.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$264.0 - $318.6 $18,744 - $22,620	-71 Reduced 0.49%	14,443 $0
Q3 2022 Oct 18, 2022	BUY	$264.32 - $306.65 $5,286 - $6,133	20 Added 0.14%	14,514 $3.88 Million
Q2 2022 Jul 15, 2022	SELL	$267.52 - $353.1 $26,484 - $34,956	-99 Reduced 0.68%	14,494 $3.96 Million
Q1 2022 Apr 15, 2022	SELL	$300.79 - $359.57 $39,403 - $47,103	-131 Reduced 0.89%	14,593 $5.15 Million
Q4 2021 Jan 19, 2022	BUY	$273.64 - $300.17 $547 - $600	2 Added 0.01%	14,724 $4.4 Million
Q3 2021 Oct 22, 2021	SELL	$272.66 - $291.28 $16,359 - $17,476	-60 Reduced 0.41%	14,722 $4.02 Million
Q2 2021 Jul 22, 2021	SELL	$258.2 - $292.52 $2,582 - $2,925	-10 Reduced 0.07%	14,782 $4.11 Million
Q1 2021 Apr 15, 2021	BUY	$227.36 - $263.99 $416,523 - $483,629	1,832 Added 14.14%	14,792 $3.78 Million
Q4 2020 Jan 19, 2021	SELL	$200.7 - $233.92 $1,806 - $2,105	-9 Reduced 0.07%	12,960 $3.01 Million
Q3 2020 Oct 19, 2020	SELL	$177.99 - $221.68 $77,247 - $96,209	-434 Reduced 3.24%	12,969 $2.76 Million
Q2 2020 Jul 20, 2020	BUY	$169.25 - $201.56 $15,740 - $18,745	93 Added 0.7%	13,403 $2.39 Million
Q1 2020 Apr 16, 2020	SELL	$162.13 - $230.2 $31,453 - $44,658	-194 Reduced 1.44%	13,310 $2.43 Million
Q4 2019 Jan 17, 2020	SELL	$203.1 - $227.05 $43,260 - $48,361	-213 Reduced 1.55%	13,504 $3.06 Million
Q3 2019 Oct 21, 2019	BUY	$195.81 - $215.25 $164,088 - $180,379	838 Added 6.51%	13,717 $2.85 Million
Q2 2019 Jul 18, 2019	BUY	$197.42 - $218.6 $47,578 - $52,682	241 Added 1.91%	12,879 $2.75 Million
Q1 2019 May 09, 2019	BUY	$191.66 - $209.19 $183,993 - $200,822	960 Added 8.22%	12,638 $2.54 Million
Q4 2018 Feb 14, 2019	SELL	$187.76 - $223.76 $71,536 - $85,252	-381 Reduced 3.16%	11,678 $2.38 Million
Q3 2018 Nov 14, 2018	SELL	$186.02 - $221.68 $6,138 - $7,315	-33 Reduced 0.27%	12,059 $2.59 Million
Q2 2018 Aug 10, 2018	SELL	$184.91 - $201.2 $44,008 - $47,885	-238 Reduced 1.93%	12,092 $2.26 Million
Q1 2018 May 15, 2018	BUY	$191.42 - $217.25 $57,425 - $65,175	300 Added 2.49%	12,330 $2.44 Million
Q4 2017 Feb 12, 2018	BUY	$181.06 - $199.56 $166,756 - $183,794	921 Added 8.29%	12,030 $2.37 Million
Q2 2017 Aug 14, 2017	BUY	N/A	11,109	11,109 $1.91 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

Call Options Held

21M

Put Options Held

13M

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 $597B

More about BRK-B

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York Bridge Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History