Evergreen Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Evergreen Wealth Management, LLC

$166 Billion
Q3 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 13,840 shares of BRK-B stock, worth $6.33 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares

13,840

Previous 12,102 14.36%

Holding current value

$6.33 Million

Previous $4.92 Billion 29.38%

% of portfolio

3.83%

Previous 3.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$405.19 - $478.57 $704,220 - $831,754	1,738 Added 14.36%	13,840 $6.37 Billion
Q4 2023 Feb 06, 2024	BUY	$331.71 - $362.68 $116,430 - $127,300	351 Added 2.99%	12,102 $4.32 Billion
Q3 2023 Nov 14, 2023	BUY	$340.9 - $370.48 $108,406 - $117,812	318 Added 2.78%	11,751 $4.12 Billion
Q2 2023 Aug 03, 2023	BUY	$309.07 - $341.0 $306,906 - $338,613	993 Added 9.51%	11,433 $3.9 Billion
Q1 2023 Apr 25, 2023	SELL	$293.51 - $320.37 $255,353 - $278,721	-870 Reduced 7.69%	10,440 $3.22 Billion
Q4 2022 Feb 14, 2023	BUY	$264.0 - $318.6 $2.99 Million - $3.6 Million	11,310 New	11,310 $3.49 Billion

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 $595B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Evergreen Wealth Management, LLC with notifications on news.

Account

Evergreen Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History