A detailed history of Jessup Wealth Management, Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 2,760 shares of BRK-B stock, worth $1.26 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
2,760
Previous 2,757 0.11%
Holding current value
$1.26 Million
Previous $1.12 Billion 13.25%
% of portfolio
0.58%
Previous 0.48%

Shares

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

Oct 09, 2024

BUY
$405.19 - $478.57 $1,215 - $1,435
3 Added 0.11%
2,760 $1.27 Billion
Q2 2024

Jul 26, 2024

BUY
$396.73 - $420.24 $110,290 - $116,826
278 Added 11.21%
2,757 $1.12 Billion
Q1 2024

Apr 15, 2024

BUY
$359.29 - $420.52 $37,006 - $43,313
103 Added 4.34%
2,479 $1.04 Billion
Q4 2023

Jan 12, 2024

SELL
$331.71 - $362.68 $192,060 - $209,991
-579 Reduced 19.59%
2,376 $847 Million
Q3 2023

Oct 24, 2023

SELL
$340.9 - $370.48 $128,519 - $139,670
-377 Reduced 11.31%
2,955 $1.04 Billion
Q2 2023

Jul 21, 2023

BUY
$309.07 - $341.0 $96,120 - $106,051
311 Added 10.29%
3,332 $1.14 Billion
Q1 2023

Apr 26, 2023

SELL
$293.51 - $320.37 $18,784 - $20,503
-64 Reduced 2.07%
3,021 $933 Million
Q4 2022

Jan 30, 2023

BUY
$264.0 - $318.6 $814,440 - $982,881
3,085 New
3,085 $953 Million

Others Institutions Holding BRK-B

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 $595B
More about BRK-B
Track This Portfolio

Track Jessup Wealth Management, Inc Portfolio

Follow Jessup Wealth Management, Inc 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 Jessup Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Jessup Wealth Management, Inc with notifications on news.