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

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

A detailed history of Circle Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Circle Wealth Management, LLC holds 17,300 shares of BRKB stock, worth $0. This represents 0.18% of its overall portfolio holdings.

Number of Shares
17,300
Previous 17,419 0.68%
Holding current value
$0
Previous $7.09 Million 12.36%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Nov 14, 2024
SELL
N/A
-119 Reduced 0.68%
17,300 $7.96 Million
Q2 2024

Aug 13, 2024
BUY
N/A
10 Added 0.06%
17,419 $7.09 Million
Q1 2024

May 14, 2024
BUY
N/A
201 Added 1.17%
17,409 $7.32 Million
Q4 2023

Feb 14, 2024
BUY
N/A
139 Added 0.81%
17,208 $6.14 Million
Q3 2023

Nov 14, 2023
BUY
N/A
1,098 Added 6.87%
17,069 $5.98 Million
Q2 2023

Aug 11, 2023
BUY
N/A
10 Added 0.06%
15,971 $5.45 Million
Q1 2023

May 09, 2023
BUY
N/A
30 Added 0.19%
15,961 $4.93 Million
Q4 2022

Feb 13, 2023
BUY
N/A
156 Added 0.99%
15,931 $4.92 Million
Q3 2022

Nov 14, 2022
BUY
N/A
434 Added 2.83%
15,775 $4.21 Million
Q1 2022

May 16, 2022
BUY
N/A
21 Added 0.14%
15,341 $5.41 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-1,489 Reduced 8.86%
15,320 $4.58 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-1,095 Reduced 6.12%
16,809 $4.59 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-682 Reduced 3.67%
17,904 $4.98 Million
Q1 2021

May 17, 2021
SELL
N/A
-2,330 Reduced 11.14%
18,586 $4.75 Million
Q4 2020

Feb 18, 2021
BUY
N/A
677 Added 3.35%
20,916 $4.85 Million
Q3 2020

Nov 16, 2020
BUY
N/A
2,734 Added 15.62%
20,239 $4.31 Million
Q2 2020

Aug 14, 2020
BUY
N/A
1,697 Added 10.74%
17,505 $3.13 Million
Q1 2020

May 15, 2020
BUY
N/A
11,479 Added 265.17%
15,808 $2.89 Million
Q4 2019

Feb 24, 2020
BUY
N/A
1,087 Added 33.53%
4,329 $981,000
Q3 2019

Nov 15, 2019
BUY
N/A
38 Added 1.19%
3,242 $674,000
Q2 2019

Aug 14, 2019
BUY
N/A
1,195 Added 59.48%
3,204 $683,000
Q1 2019

May 15, 2019
SELL
N/A
-7 Reduced 0.35%
2,009 $404,000
Q1 2018

May 15, 2018
SELL
N/A
-12 Reduced 0.59%
2,016 $402,000
Q3 2017

Nov 14, 2017
BUY
N/A
2,028
2,028 $372,000

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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