Evermay Wealth Management LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Evermay Wealth Management LLC holds 7,803 shares of BRKB stock, worth $0. This represents 0.58% of its overall portfolio holdings.

Number of Shares
7,803
Previous 7,730 0.94%
Holding current value
$0
Previous $3.14 Million 14.22%
% of portfolio
0.58%
Previous 0.51%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
N/A
73 Added 0.94%
7,803 $3.59 Million
Q2 2024

Aug 01, 2024
BUY
N/A
17 Added 0.22%
7,730 $3.14 Million
Q1 2024

May 13, 2024
BUY
N/A
125 Added 1.65%
7,713 $3.24 Million
Q4 2023

Feb 09, 2024
SELL
N/A
-1,773 Reduced 18.94%
7,588 $2.71 Million
Q3 2023

Nov 13, 2023
SELL
N/A
-79 Reduced 0.84%
9,361 $3.28 Million
Q2 2023

Aug 10, 2023
SELL
N/A
-149 Reduced 1.55%
9,440 $3.22 Million
Q1 2023

May 15, 2023
SELL
N/A
-487 Reduced 4.83%
9,589 $2.96 Million
Q4 2022

Jan 19, 2023
BUY
N/A
520 Added 5.44%
10,076 $0
Q3 2022

Nov 14, 2022
BUY
N/A
318 Added 3.44%
9,556 $2.55 Million
Q2 2022

Aug 15, 2022
BUY
N/A
11 Added 0.12%
9,238 $2.52 Million
Q1 2022

May 16, 2022
BUY
N/A
551 Added 6.35%
9,227 $3.26 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-333 Reduced 3.7%
8,676 $2.59 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-126 Reduced 1.38%
9,009 $2.46 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-215 Reduced 2.3%
9,135 $2.54 Million
Q1 2021

May 10, 2021
SELL
N/A
-319 Reduced 3.3%
9,350 $2.39 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-540 Reduced 5.29%
9,669 $2.24 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-45 Reduced 0.44%
10,209 $2.17 Million
Q2 2020

Jul 20, 2020
BUY
N/A
570 Added 5.89%
10,254 $1.83 Million
Q1 2020

Apr 24, 2020
BUY
N/A
57 Added 0.59%
9,684 $1.77 Million
Q4 2019

Feb 11, 2020
BUY
N/A
2,155 Added 28.84%
9,627 $2.18 Million
Q3 2019

Oct 29, 2019
BUY
N/A
1,129 Added 17.8%
7,472 $1.56 Million
Q2 2019

Jul 23, 2019
BUY
N/A
886 Added 16.24%
6,343 $1.35 Million
Q1 2019

May 03, 2019
BUY
N/A
210 Added 4.0%
5,457 $1.1 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-138 Reduced 2.56%
5,247 $1.07 Million
Q3 2018

Oct 29, 2018
BUY
N/A
50 Added 0.94%
5,385 $1.15 Million
Q2 2018

Aug 06, 2018
SELL
N/A
-195 Reduced 3.53%
5,335 $996,000
Q1 2018

May 04, 2018
SELL
N/A
-1,355 Reduced 19.68%
5,530 $1.1 Million
Q4 2017

Feb 07, 2018
BUY
N/A
663 Added 10.66%
6,885 $1.37 Million
Q3 2017

Oct 23, 2017
BUY
N/A
6,222
6,222 $1.14 Million

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email