Engrave Wealth Partners LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Engrave Wealth Partners LLC

$350 Million
Q4 2023

A detailed history of Engrave Wealth Partners LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 4,292 shares of BRKB stock, worth $0. This represents 0.44% of its overall portfolio holdings.

Number of Shares

4,292

Previous 3,935 9.07%

Holding current value

Previous $1.38 Million 11.03%

% of portfolio

0.44%

Previous 0.42%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	BUY	N/A	357 Added 9.07%	4,292 $1.53 Million
Q3 2023 Nov 01, 2023	BUY	N/A	7 Added 0.18%	3,935 $1.38 Million
Q2 2023 Jul 06, 2023	SELL	N/A	-13 Reduced 0.33%	3,928 $1.34 Million
Q1 2023 Apr 26, 2023	SELL	N/A	-31 Reduced 0.78%	3,941 $1.22 Million
Q4 2022 Jan 20, 2023	BUY	N/A	1,298 Added 48.54%	3,972 $0
Q3 2022 Oct 05, 2022	BUY	N/A	160 Added 6.36%	2,674 $714,000
Q2 2022 Jul 13, 2022	BUY	N/A	35 Added 1.41%	2,514 $686,000
Q1 2022 Apr 19, 2022	SELL	N/A	-100 Reduced 3.88%	2,479 $875,000
Q2 2021 Jul 15, 2021	BUY	N/A	311 Added 13.71%	2,579 $717,000
Q1 2021 Apr 19, 2021	BUY	N/A	77 Added 3.51%	2,268 $579,000
Q4 2020 Jan 15, 2021	BUY	N/A	682 Added 45.2%	2,191 $514,000
Q4 2019 Mar 12, 2020	BUY	N/A	1,509 New	1,509 $341,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

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Engrave Wealth Partners LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History