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

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 8,766 shares of BRKB stock, worth $0. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,766
Previous 9,235 5.08%
Holding current value
$0
Previous $2.85 Million 4.84%
% of portfolio
0.3%
Previous 0.29%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
N/A
-469 Reduced 5.08%
8,766 $2.99 Million
Q1 2023

Apr 27, 2023
SELL
N/A
-76 Reduced 0.82%
9,235 $2.85 Million
Q4 2022

Jan 31, 2023
SELL
N/A
-453 Reduced 4.64%
9,311 $2.88 Million
Q3 2022

Oct 24, 2022
SELL
N/A
-264 Reduced 2.63%
9,764 $2.61 Million
Q2 2022

Jul 13, 2022
BUY
N/A
510 Added 5.36%
10,028 $2.74 Million
Q1 2022

May 09, 2022
BUY
N/A
4 Added 0.04%
9,518 $3.36 Million
Q4 2021

Jan 28, 2022
SELL
N/A
-294 Reduced 3.0%
9,514 $2.85 Million
Q3 2021

Nov 12, 2021
BUY
N/A
720 Added 7.92%
9,808 $2.68 Million
Q2 2021

Aug 10, 2021
BUY
N/A
662 Added 7.86%
9,088 $2.53 Million
Q1 2021

May 11, 2021
SELL
N/A
-381 Reduced 4.33%
8,426 $2.15 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-487 Reduced 5.24%
8,807 $2.04 Million
Q3 2020

Nov 05, 2020
BUY
N/A
146 Added 1.6%
9,294 $1.98 Million
Q2 2020

Aug 13, 2020
BUY
N/A
1,057 Added 13.06%
9,148 $1.63 Million
Q1 2020

Apr 24, 2020
BUY
N/A
846 Added 11.68%
8,091 $1.48 Million
Q4 2019

Feb 10, 2020
BUY
N/A
559 Added 8.36%
7,245 $1.64 Million
Q3 2019

Nov 08, 2019
SELL
N/A
-173 Reduced 2.52%
6,686 $1.39 Million
Q2 2019

Aug 12, 2019
BUY
N/A
3,858 Added 128.56%
6,859 $1.46 Million
Q1 2019

May 09, 2019
SELL
N/A
-3,750 Reduced 55.55%
3,001 $603,000
Q4 2018

Feb 01, 2019
BUY
N/A
52 Added 0.78%
6,751 $1.38 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-304 Reduced 4.34%
6,699 $1.43 Million
Q2 2018

Jul 23, 2018
BUY
N/A
7,003 New
7,003 $1.31 Million
Q4 2017

Jan 16, 2018
SELL
N/A
-2,642 Closed
0 $0
Q3 2017

Oct 18, 2017
BUY
N/A
2,642
2,642 $484,000

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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