Evergreen Private Wealth LLC Berkshire Hathaway Inc Class B Transaction History

Evergreen Private Wealth LLC

$213 Billion
Q4 2024

A detailed history of Evergreen Private Wealth LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 16,059 shares of BRK-B stock, worth $7.91 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares

16,059

Previous 16,092 0.21%

Holding current value

$7.91 Million

Previous $7.41 Billion 1.72%

% of portfolio

3.41%

Previous 3.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$442.29 - $483.08 $14,595 - $15,941	-33 Reduced 0.21%	16,059 $7.28 Billion
Q3 2024 Oct 31, 2024	BUY	$405.19 - $478.57 $76,580 - $90,449	189 Added 1.19%	16,092 $7.41 Billion
Q2 2024 Aug 12, 2024	BUY	$396.73 - $420.24 $78,949 - $83,627	199 Added 1.27%	15,903 $6.47 Billion
Q1 2024 Apr 16, 2024	BUY	$359.29 - $420.52 $103,475 - $121,109	288 Added 1.87%	15,704 $6.6 Billion
Q4 2023 Feb 08, 2024	BUY	$331.71 - $362.68 $5.11 Million - $5.59 Million	15,416 New	15,416 $5.5 Billion

Others Institutions Holding BRK-B

# of Institutions

4,798

Shares Held

865M

Call Options Held

21.4M

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 $641B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Account

Evergreen Private Wealth LLC Berkshire Hathaway Inc Class B Transaction History