Delap Wealth Advisory, LLC Berkshire Hathaway Inc Class B Transaction History

Delap Wealth Advisory, LLC

$158 Billion
Q3 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 587 shares of BRK-B stock, worth $269,233. This represents 0.17% of its overall portfolio holdings.

Number of Shares

587

Previous 857 31.51%

Holding current value

$269,233

Previous $349 Million 22.5%

% of portfolio

0.17%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$405.19 - $478.57 $109,401 - $129,213	-270 Reduced 31.51%	587 $270 Million
Q2 2024 Aug 13, 2024	SELL	$396.73 - $420.24 $1.01 Million - $1.07 Million	-2,537 Reduced 74.75%	857 $349 Million
Q1 2024 May 14, 2024	BUY	$359.29 - $420.52 $992,358 - $1.16 Million	2,762 Added 437.03%	3,394 $1.43 Billion
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $209,640 - $229,213	632 New	632 $225 Million
Q1 2023 May 15, 2023	BUY	$293.51 - $320.37 $157,027 - $171,397	535 Added 39.9%	1,876 $579 Million
Q4 2022 Feb 13, 2023	BUY	$264.0 - $318.6 $354,024 - $427,242	1,341 New	1,341 $414 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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Delap Wealth Advisory, LLC Berkshire Hathaway Inc Class B Transaction History