Colonial River Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Colonial River Wealth Management, LLC

$201 Million
Q3 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 5,334 shares of BRK-B stock, worth $2.45 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

5,334

Holding current value

$2.45 Million

% of portfolio

1.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$405.19 - $478.57 $2.16 Million - $2.55 Million	5,334 New	5,334 $2.46 Million
Q4 2023 Jan 23, 2024	BUY	$331.71 - $362.68 $540,023 - $590,443	1,628 New	1,628 $580,000
Q2 2023 Aug 08, 2023	SELL	$309.07 - $341.0 $557,253 - $614,823	-1,803 Reduced 53.66%	1,557 $530,000
Q1 2023 May 04, 2023	BUY	$293.51 - $320.37 $17,904 - $19,542	61 Added 1.85%	3,360 $1.04 Million
Q4 2022 Feb 10, 2023	BUY	$264.0 - $318.6 $27,456 - $33,134	104 Added 3.26%	3,299 $1.02 Million
Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $33,832 - $39,251	-128 Reduced 3.85%	3,195 $853,000
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $433,114 - $571,668	1,619 Added 95.01%	3,323 $907,000
Q1 2022 Apr 15, 2022	BUY	$300.79 - $359.57 $102,268 - $122,253	340 Added 24.93%	1,704 $601,000
Q4 2021 Feb 15, 2022	SELL	$273.64 - $300.17 $1.34 Million - $1.47 Million	-4,881 Reduced 78.16%	1,364 $408,000
Q3 2021 Oct 25, 2021	BUY	$272.66 - $291.28 $1.46 Million - $1.56 Million	5,349 Added 596.99%	6,245 $1.77 Million
Q2 2021 Aug 13, 2021	BUY	$258.2 - $292.52 $12,910 - $14,626	50 Added 5.91%	896 $249,000
Q1 2021 May 17, 2021	SELL	$227.36 - $263.99 $69,572 - $80,780	-306 Reduced 26.56%	846 $216,000
Q4 2020 Feb 19, 2021	BUY	$200.7 - $233.92 $231,206 - $269,475	1,152 New	1,152 $276,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colonial River Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colonial River Wealth Management, LLC with notifications on news.

Account

Colonial River Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History